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 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
545+ 54.66% |
$154K - $182K
|
1.54K
$436K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
500+ 26.88% |
$141K - $167K
|
2.36K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
500+ 22.15% |
$141K - $167K
|
2.76K
$780K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
491+ 8.23% |
$139K - $164K
|
6.46K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
484+ 59.24% |
$137K - $162K
|
1.3K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
474+ 131.3% |
$134K - $159K
|
835
$236K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
470+ 4.0% |
$133K - $157K
|
12.2K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
422+ 8.28% |
$119K - $141K
|
5.52K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
409+ 64.92% |
$116K - $137K
|
1.04K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
387+ 19350.0% |
$109K - $130K
|
389
$110K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
383+ 11.23% |
$108K - $128K
|
3.79K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
375New |
$106K - $126K
|
375
$106K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
323+ 0.23% |
$91.2K - $108K
|
139K
$39.3M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
309+ 18.18% |
$87.3K - $103K
|
2.01K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
303+ 3.65% |
$85.6K - $101K
|
8.6K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
285+ 10.69% |
$80.5K - $95.4K
|
2.95K
$835K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
261+ 3.22% |
$73.7K - $87.4K
|
8.37K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
259+ 24.16% |
$73.2K - $86.7K
|
1.33K
$376K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
257+ 0.57% |
$72.6K - $86K
|
45.1K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
255+ 3.75% |
$72K - $85.4K
|
7.06K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
233+ 6.37% |
$65.8K - $78K
|
3.89K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
216+ 16.24% |
$61K - $72.3K
|
1.55K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
216+ 5.6% |
$61K - $72.3K
|
4.08K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
215+ 6.44% |
$60.7K - $72K
|
3.56K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
211+ 3.09% |
$59.6K - $70.6K
|
7.03K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200+ 25.0% |
$56.5K - $66.9K
|
1K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
197+ 91.63% |
$55.7K - $65.9K
|
412
$117K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
191+ 10.49% |
$54K - $63.9K
|
2.01K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
185+ 29.6% |
$52.3K - $61.9K
|
810
$229K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
153+ 6.79% |
$43.2K - $51.2K
|
2.41K
$681K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
152+ 5066.67% |
$42.9K - $50.9K
|
155
$43.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
150+ 205.48% |
$42.4K - $50.2K
|
223
$63.1K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
140+ 19.58% |
$39.5K - $46.9K
|
855
$242K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129+ 6.21% |
$36.4K - $43.2K
|
2.21K
$624K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
112+ 2.06% |
$31.6K - $37.5K
|
5.54K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
112+ 172.31% |
$31.6K - $37.5K
|
177
$50.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
111+ 9.75% |
$31.4K - $37.2K
|
1.25K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
110New |
$31.1K - $36.8K
|
110
$31.1K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 1.79% |
$28.2K - $33.5K
|
5.7K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.33% |
$28.2K - $33.5K
|
7.6K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.56% |
$28.2K - $33.5K
|
6.5K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
93+ 6.4% |
$26.3K - $31.1K
|
1.55K
$437K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
93+ 6.66% |
$26.3K - $31.1K
|
1.49K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
86+ 0.89% |
$24.3K - $28.8K
|
9.7K
$2.74M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
84+ 31.0% |
$23.7K - $28.1K
|
355
$100K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
83New |
$23.4K - $27.8K
|
83
$23.5K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
82+ 10.49% |
$23.2K - $27.4K
|
864
$244K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
81New |
$22.9K - $27.1K
|
81
$22.9K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
76+ 2.05% |
$21.5K - $25.4K
|
3.78K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
70+ 16.83% |
$19.8K - $23.4K
|
486
$137K
|