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 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
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
23.3KNew |
$6.57M - $7.79M
|
23.3K
$6.58M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
20.1K+ 13.38% |
$5.67M - $6.72M
|
170K
$48.1M
|
|
|
May 14, 2025
Q1 2025
|
Tribune Investment Group LP
New York, NY |
BUY
|
- |
20K+ 125.0% |
$5.65M - $6.69M
|
36K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
20K+ 363.9% |
$5.64M - $6.69M
|
25.5K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
19.5KNew |
$5.5M - $6.51M
|
19.5K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
19.4KNew |
$5.48M - $6.49M
|
19.4K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 1471.55% |
$5.45M - $6.46M
|
20.6K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 106.81% |
$5.41M - $6.41M
|
37.1K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
18.6KNew |
$5.25M - $6.22M
|
18.6K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.9K+ 803.65% |
$4.79M - $5.67M
|
19.1K
$5.39M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.9KNew |
$4.49M - $5.32M
|
15.9K
$4.49M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
15K+ 94.2% |
$4.23M - $5.01M
|
30.9K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
14.9K+ 2302.32% |
$4.21M - $4.99M
|
15.5K
$4.4M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
14.8K+ 646.72% |
$4.18M - $4.95M
|
17.1K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14.7K+ 757.81% |
$4.17M - $4.94M
|
16.7K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7K+ 604.48% |
$4.16M - $4.93M
|
17.2K
$4.85M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.1K+ 203.63% |
$3.98M - $4.72M
|
21K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
12.7K+ 453.82% |
$3.59M - $4.25M
|
15.5K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 96.58% |
$3.52M - $4.18M
|
25.4K
$7.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 12.92% |
$3.43M - $4.07M
|
106K
$30.1M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
12.1K+ 3.97% |
$3.42M - $4.05M
|
317K
$89.7M
|
|
|
May 15, 2025
Q1 2025
|
Praesidium Investment Management Company, LLC
New York, NY |
BUY
|
- |
11.4K+ 12.67% |
$3.22M - $3.82M
|
101K
$28.7M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
10.9K+ 11.1% |
$3.08M - $3.66M
|
109K
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
10.4K+ 389.4% |
$2.95M - $3.49M
|
13.1K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
10.4K+ 10.37% |
$2.93M - $3.48M
|
111K
$31.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 5.3% |
$2.86M - $3.38M
|
201K
$56.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10K+ 20.41% |
$2.82M - $3.35M
|
59K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.66KNew |
$2.73M - $3.23M
|
9.66K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.5KNew |
$2.68M - $3.18M
|
9.5K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
9.37KNew |
$2.65M - $3.13M
|
9.37K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.23K+ 73.56% |
$2.61M - $3.09M
|
21.8K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.77K+ 519.11% |
$2.48M - $2.94M
|
10.5K
$2.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
8.69KNew |
$2.45M - $2.91M
|
8.69K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
8.37K+ 0.99% |
$2.36M - $2.8M
|
850K
$240M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
8.06K+ 60.89% |
$2.28M - $2.7M
|
21.3K
$6.02M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.78K+ 124.1% |
$2.2M - $2.6M
|
14K
$3.97M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.83K+ 4017.06% |
$1.93M - $2.29M
|
7K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.28KNew |
$1.77M - $2.1M
|
6.28K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.8K+ 762.89% |
$1.64M - $1.94M
|
6.56K
$1.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
5.78KNew |
$1.63M - $1.94M
|
5.78K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.6K+ 75.72% |
$1.58M - $1.87M
|
13K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.53K+ 564.96% |
$1.56M - $1.85M
|
6.51K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5.47KNew |
$1.55M - $1.83M
|
5.47K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.07KNew |
$1.43M - $1.7M
|
5.07K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.45K+ 250.79% |
$1.26M - $1.49M
|
6.22K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.96KNew |
$1.12M - $1.33M
|
3.96K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.62KNew |
$1.02M - $1.21M
|
3.62K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.33KNew |
$939K - $1.11M
|
3.33K
$940K
|