Latest Institutional Purchases of Morningstar, Inc. (MORN)
This list provides information on the latest institutional transactions involving Morningstar, Inc. (MORN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
332KNew |
$104M - $119M
|
332K
$94.3M
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
177KNew |
$55.2M - $63.4M
|
177K
$50.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
168KNew |
$52.5M - $60.3M
|
168K
$47.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
150KNew |
$46.9M - $53.8M
|
150K
$42.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
130K+ 13.69% |
$40.7M - $46.7M
|
1.08M
$307M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
100KNew |
$31.3M - $35.9M
|
100K
$28.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
90.5K+ 338.95% |
$28.3M - $32.5M
|
117K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
90.1K+ 507.32% |
$28.2M - $32.3M
|
108K
$30.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
78.6KNew |
$24.6M - $28.2M
|
78.6K
$22.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
77K+ 65.77% |
$24.1M - $27.6M
|
194K
$55.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
64K+ 12.87% |
$20M - $23M
|
561K
$160M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
51.6K+ 1.87% |
$16.1M - $18.5M
|
2.8M
$797M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49KNew |
$15.3M - $17.6M
|
49K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
37.3K+ 4.64% |
$11.7M - $13.4M
|
842K
$239M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
36.2KNew |
$11.3M - $13M
|
36.2K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
36.1K+ 18.62% |
$11.3M - $13M
|
230K
$65.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
30.3K+ 115.24% |
$9.48M - $10.9M
|
56.6K
$16.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
24.3K+ 288.69% |
$7.6M - $8.73M
|
32.8K
$9.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
21.9KNew |
$6.85M - $7.86M
|
21.9K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Sw Investment Management LLC
Chicago, IL |
BUY
|
- |
20KNew |
$6.25M - $7.18M
|
20K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
18.8K+ 369.43% |
$5.87M - $6.74M
|
23.9K
$6.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 25.93% |
$5.79M - $6.65M
|
90K
$25.6M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
18.3K+ 795.65% |
$5.72M - $6.57M
|
20.6K
$5.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17.2KNew |
$5.37M - $6.17M
|
17.2K
$4.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 22.26% |
$5.36M - $6.15M
|
94.1K
$26.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.8K+ 7.8% |
$5.26M - $6.04M
|
232K
$66.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tribune Investment Group LP
New York, NY |
BUY
|
- |
16KNew |
$5M - $5.74M
|
16K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
13.2K+ 4.51% |
$4.11M - $4.72M
|
305K
$86.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.9KNew |
$4.04M - $4.64M
|
12.9K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 45.38% |
$3.62M - $4.15M
|
37.1K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$3.41M - $3.91M
|
10.9K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.93K+ 30.95% |
$3.1M - $3.56M
|
42K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
9.66K+ 10.89% |
$3.02M - $3.47M
|
98.3K
$28M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
9.61KNew |
$3M - $3.45M
|
9.61K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
8.62K+ 547.68% |
$2.69M - $3.09M
|
10.2K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
8.19K+ 162.74% |
$2.56M - $2.94M
|
13.2K
$3.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.42K+ 17.82% |
$2.32M - $2.66M
|
49K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
6.5KNew |
$2.03M - $2.33M
|
6.5K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.68K+ 48.62% |
$1.77M - $2.04M
|
17.4K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.66K+ 167.75% |
$1.77M - $2.03M
|
9.03K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
5.6KNew |
$1.75M - $2.01M
|
5.6K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.4K+ 70.2% |
$1.69M - $1.94M
|
13.1K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.31K+ 557.5% |
$1.66M - $1.91M
|
6.27K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
5.12KNew |
$1.6M - $1.84M
|
5.12K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.02K+ 212.34% |
$1.57M - $1.8M
|
7.39K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
4.98K+ 21.7% |
$1.55M - $1.78M
|
27.9K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.91K+ 29.62% |
$1.53M - $1.76M
|
21.5K
$6.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.9K+ 2.67% |
$1.53M - $1.76M
|
188K
$53.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
4.86KNew |
$1.52M - $1.75M
|
4.86K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
4.31KNew |
$1.35M - $1.55M
|
4.31K
$1.23M
|