Latest Institutional Purchases of Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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
Oct 11, 2024 Q3 2024
Martin Capital Advisors, LLP

BUY
 -
70
+ 1.6%
$20.7K - $22.8K
4.45K $1.32M
Oct 04, 2024 Q3 2024
Harbor Investment Advisory, LLC

BUY
 -
61
+ 27.48%
$18K - $19.9K
283 $83.7K
Nov 12, 2024 Q3 2024
Planning Alternatives LTD

BUY
 -
49
+ 2.22%
$14.5K - $16K
2.25K $667K
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
18
+ 41.86%
$5.33K - $5.87K
61 $18K
Nov 13, 2024 Q3 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
11
+ 2.67%
$3.25K - $3.59K
423 $125K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
9
New
$2.66K - $2.94K
9 $2.66K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
8
New
$2.37K - $2.61K
8 $2.37K
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
6
New
$1.78K - $1.96K
6 $1.77K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
4
New
$1.18K - $1.31K
4 $1.18K
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
1
New
$296 - $326
1 $296
Oct 25, 2024 Q3 2024
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 4.17%
$296 - $326
25 $7.39K
Oct 24, 2024 Q3 2024
Tfc Financial Management

BUY
 -
1
New
$296 - $326
1 $296
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
89.4K
+ 3.65%
$25.3M - $28.2M
2.54M $750M
Aug 01, 2024 Q2 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
38.2K
New
$10.8M - $12M
38.2K $11.3M
Jul 18, 2024 Q2 2024
Assenagon Asset Management S.A.

BUY
 -
31.7K
New
$8.95M - $9.97M
31.7K $9.36M
Jul 19, 2024 Q2 2024
Ofi Invest Asset Management

Paris, I0
BUY
 -
5.7K
New
$1.61M - $1.8M
5.7K $1.69M
Jan 27, 2025 Q2 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
4.33K
+ 216450.0%
$1.22M - $1.36M
4.33K $1.28M
Aug 01, 2024 Q2 2024
Versor Investments LP

BUY
 -
3.5K
New
$989K - $1.1M
3.5K $1.03M
Aug 13, 2024 Q2 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
2.7K
+ 24.11%
$763K - $851K
13.9K $4.11M
Aug 13, 2024 Q2 2024
Exodus Point Capital Management, LP

New York, NY
BUY
 -
2.41K
New
$681K - $759K
2.41K $713K
Aug 05, 2024 Q2 2024
Capula Management LTD

Grand Cayman, E9
BUY
 -
1.43K
New
$404K - $450K
1.43K $422K
Aug 13, 2024 Q2 2024
Fora Capital, LLC

Miami, FL
BUY
 -
922
New
$261K - $290K
922 $273K
Aug 12, 2024 Q2 2024
Seven Eight Capital, LP

BUY
 -
854
New
$241K - $269K
854 $253K
Aug 14, 2024 Q2 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
834
New
$236K - $263K
834 $247K
Aug 12, 2024 Q2 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
771
New
$218K - $243K
771 $228K
Aug 14, 2024 Q2 2024
Janus Henderson Group PLC

London, X0
BUY
 -
663
+ 5.58%
$187K - $209K
12.5K $3.71M
Jul 08, 2024 Q2 2024
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
400
New
$113K - $126K
400 $118K
Jul 11, 2024 Q2 2024
Cadent Capital Advisors, LLC

BUY
 -
163
+ 13.22%
$46.1K - $51.4K
1.4K $413K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

BUY
 -
120
New
$33.9K - $37.8K
120 $35.5K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
117
New
$33.1K - $36.9K
117 $34.6K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
72
New
$20.4K - $22.7K
72 $21.3K
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
62
+ 4.28%
$17.5K - $19.5K
1.51K $447K
Aug 02, 2024 Q2 2024
George Kaiser Family Foundation

BUY
 -
55
+ 0.72%
$15.5K - $17.3K
7.69K $2.27M
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
53
New
$15K - $16.7K
53 $15.7K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
25
New
$7.07K - $7.88K
25 $7.39K
Jul 29, 2024 Q2 2024
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
24
New
$6.78K - $7.56K
24 $7.1K
Aug 07, 2024 Q2 2024
Bokf, Na

Tulsa, OK
BUY
 -
20
+ 6.15%
$5.65K - $6.3K
345 $102K
Aug 07, 2024 Q2 2024
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
14
+ 0.23%
$3.96K - $4.41K
6.13K $1.81M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
13
New
$3.67K - $4.1K
13 $3.84K
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
2
+ 0.88%
$565 - $630
230 $68K
Q1 2024
May 13, 2024 Q1 2024
Capitolis Liquid Global Markets LLC

New York, NY
BUY
 -
19K
New
$5.17M - $5.9M
19K $5.62M
May 10, 2024 Q1 2024
Ing Groep Nv

BUY
 -
14K
New
$3.81M - $4.35M
14K $4.14M
May 13, 2024 Q1 2024
Cibc World Markets Corp

New York, NY
BUY
 -
6.39K
New
$1.74M - $1.98M
6.39K $1.89M
Apr 23, 2024 Q1 2024
New Mexico Educational Retirement Board

BUY
 -
5.2K
New
$1.41M - $1.62M
5.2K $1.54M
May 14, 2024 Q1 2024
Peak6 Investments LLC

Chicago, IL
BUY
 CALL
3.9K
New
$1.06M - $1.21M
3.9K $1.15M
May 15, 2024 Q1 2024
Scientech Research LLC

Jersey City, NJ
BUY
 -
3.28K
New
$893K - $1.02M
3.28K $971K
May 02, 2024 Q1 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
3.2K
New
$869K - $993K
3.2K $945K
Apr 26, 2024 Q1 2024
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
2.16K
+ 12723.53%
$588K - $672K
2.18K $645K
May 15, 2024 Q1 2024
Gts Securities LLC

New York, NY
BUY
 PUT
2K
+ 66.67%
$544K - $621K
5K $1.48M

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