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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
105KNew |
$26.9M - $33.1M
|
105K
$29.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.6K+ 27.06% |
$1.68M - $2.07M
|
31K
$8.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
4.2K+ 7.46% |
$1.07M - $1.32M
|
60.4K
$17.1M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.32K+ 15.23% |
$592K - $728K
|
17.6K
$4.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.62K+ 90.07% |
$414K - $510K
|
3.43K
$969K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.52K+ 12.31% |
$388K - $477K
|
13.9K
$3.92M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
1.28K+ 110.71% |
$327K - $402K
|
2.44K
$690K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
730New |
$186K - $229K
|
730
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
669New |
$171K - $210K
|
669
$189K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
576+ 44.65% |
$147K - $181K
|
1.87K
$528K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
199+ 7.13% |
$50.8K - $62.5K
|
2.99K
$846K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
180New |
$46K - $56.5K
|
180
$50.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
156+ 30.23% |
$39.8K - $49K
|
672
$190K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148+ 46.54% |
$37.8K - $46.5K
|
466
$132K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
146+ 12.36% |
$37.3K - $45.8K
|
1.33K
$375K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
132+ 12.58% |
$33.7K - $41.4K
|
1.18K
$334K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
98+ 7.57% |
$25K - $30.8K
|
1.39K
$394K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
92+ 5.65% |
$23.5K - $28.9K
|
1.72K
$487K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
75+ 1.28% |
$19.1K - $23.5K
|
5.94K
$1.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
59+ 590.0% |
$15.1K - $18.5K
|
69
$19.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 14.53% |
$13.3K - $16.3K
|
410
$116K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
36New |
$9.19K - $11.3K
|
36
$10.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35New |
$8.94K - $11K
|
35
$9.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$2.55K - $3.14K
|
10
$2.83K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 0.99% |
$2.04K - $2.51K
|
819
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$1.02K - $1.26K
|
4
$1.13K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 50.0% |
$1.02K - $1.26K
|
12
$3.39K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3+ 0.44% |
$766 - $942
|
681
$193K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 11.11% |
$511 - $628
|
20
$5.66K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2New |
$511 - $628
|
2
$566
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.08MNew |
$305M - $361M
|
1.08M
$305M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
253K+ 88.0% |
$71.5M - $84.7M
|
541K
$153M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
128KNew |
$36.1M - $42.7M
|
128K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
76.9K+ 212.26% |
$21.7M - $25.7M
|
113K
$32M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
71.1K+ 345.15% |
$20.1M - $23.8M
|
91.7K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
64.6K+ 715.56% |
$18.2M - $21.6M
|
73.6K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
60.6KNew |
$17.1M - $20.3M
|
60.6K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
55.6K+ 4970.84% |
$15.7M - $18.6M
|
56.7K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
54.1K+ 9.64% |
$15.3M - $18.1M
|
616K
$174M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
53.3K+ 498.25% |
$15.1M - $17.9M
|
64K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46.9K+ 24.9% |
$13.2M - $15.7M
|
235K
$66.5M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
45.8K+ 39.08% |
$12.9M - $15.3M
|
163K
$46.1M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
45.5K+ 108.29% |
$12.8M - $15.2M
|
87.5K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.2K+ 2.15% |
$12.5M - $14.8M
|
2.1M
$594M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
39.6K+ 132.4% |
$11.2M - $13.2M
|
69.5K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
39.3K+ 688.92% |
$11.1M - $13.2M
|
45.1K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
38.5KNew |
$10.9M - $12.9M
|
38.5K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
37.5K+ 1513.38% |
$10.6M - $12.6M
|
40K
$11.3M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
25.5K+ 134.21% |
$7.2M - $8.54M
|
44.5K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
24.1K+ 183.69% |
$6.8M - $8.05M
|
37.2K
$10.5M
|
|