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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.3K+ 21.16% |
$933K - $1.11M
|
18.9K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.25K+ 32.47% |
$918K - $1.09M
|
13.3K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.95K+ 2474.79% |
$832K - $986K
|
3.06K
$866K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
2.68KNew |
$757K - $897K
|
2.68K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
2.66K+ 16.02% |
$752K - $891K
|
19.3K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.43K+ 2.3% |
$685K - $812K
|
108K
$30.5M
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.38KNew |
$673K - $797K
|
2.38K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.38KNew |
$671K - $796K
|
2.38K
$672K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.37K+ 13.63% |
$668K - $792K
|
19.7K
$5.58M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.27K+ 1.17% |
$641K - $760K
|
196K
$55.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.16KNew |
$611K - $724K
|
2.16K
$612K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.12K+ 1766.67% |
$599K - $710K
|
2.24K
$633K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.11KNew |
$596K - $706K
|
2.11K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
1.92KNew |
$541K - $641K
|
1.92K
$542K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.85K+ 16.39% |
$521K - $618K
|
13.1K
$3.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.82K+ 284.66% |
$514K - $609K
|
2.46K
$695K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.81K+ 80.73% |
$510K - $605K
|
4.04K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.78KNew |
$504K - $597K
|
1.78K
$504K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.77KNew |
$499K - $591K
|
1.77K
$499K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.75KNew |
$494K - $585K
|
1.75K
$494K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.72KNew |
$486K - $576K
|
1.72K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.69K+ 4.36% |
$477K - $565K
|
40.4K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
1.66K+ 21.53% |
$468K - $554K
|
9.35K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.51KNew |
$427K - $505K
|
1.51K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.51K+ 58.15% |
$426K - $505K
|
4.1K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 3.76% |
$391K - $463K
|
38.2K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
1.24KNew |
$351K - $415K
|
1.24K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.17KNew |
$331K - $392K
|
1.17K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 9.12% |
$305K - $362K
|
12.9K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 2.89% |
$302K - $358K
|
38.2K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
1KNew |
$282K - $335K
|
1K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
966New |
$273K - $323K
|
966
$273K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
947New |
$268K - $317K
|
947
$268K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
929New |
$262K - $311K
|
929
$263K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
923New |
$261K - $309K
|
923
$261K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
921+ 1.6% |
$260K - $308K
|
58.4K
$16.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
821New |
$232K - $275K
|
821
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
798+ 17.24% |
$225K - $267K
|
5.43K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
762New |
$215K - $255K
|
762
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
760+ 2.11% |
$215K - $254K
|
36.7K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
744+ 14.61% |
$210K - $249K
|
5.84K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
738+ 5.54% |
$208K - $247K
|
14.1K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
700New |
$198K - $234K
|
700
$198K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
698New |
$197K - $234K
|
698
$197K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
676+ 4.07% |
$191K - $226K
|
17.3K
$4.89M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
656+ 24.15% |
$185K - $220K
|
3.37K
$954K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
605+ 5.95% |
$171K - $203K
|
10.8K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
581+ 20.6% |
$164K - $194K
|
3.4K
$962K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
560+ 2.22% |
$158K - $187K
|
25.8K
$7.3M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
556New |
$157K - $186K
|
556
$157K
|