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 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 20.0% |
$282 - $335
|
6
$1.7K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$282 - $335
|
4.15K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$282 - $335
|
926
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.32% |
$282 - $335
|
77
$21.8K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Sw Investment Management LLC
Chicago, IL |
BUY
|
- |
20KNew |
$6.25M - $7.18M
|
20K
$5.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 25.93% |
$5.79M - $6.65M
|
90K
$25.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17.2KNew |
$5.37M - $6.17M
|
17.2K
$4.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$3.41M - $3.91M
|
10.9K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
8.62K+ 547.68% |
$2.69M - $3.09M
|
10.2K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
5.12KNew |
$1.6M - $1.84M
|
5.12K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
4.86KNew |
$1.52M - $1.75M
|
4.86K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
4.31KNew |
$1.35M - $1.55M
|
4.31K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.3K+ 6.98% |
$1.34M - $1.54M
|
65.9K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.59KNew |
$1.12M - $1.29M
|
3.59K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.2KNew |
$688K - $789K
|
2.2K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.11KNew |
$660K - $757K
|
2.11K
$597K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.09KNew |
$652K - $748K
|
2.09K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.63KNew |
$508K - $583K
|
1.63K
$460K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.54KNew |
$481K - $553K
|
1.54K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.26KNew |
$393K - $451K
|
1.26K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.22KNew |
$381K - $438K
|
1.22K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.2KNew |
$375K - $431K
|
1.2K
$340K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
965+ 1.27% |
$302K - $346K
|
77.1K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
765New |
$239K - $274K
|
765
$216K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
700New |
$219K - $251K
|
700
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
654New |
$204K - $235K
|
654
$185K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
635New |
$198K - $228K
|
635
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
634New |
$198K - $227K
|
634
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
623+ 69.3% |
$195K - $224K
|
1.52K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
617New |
$193K - $221K
|
617
$174K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
616New |
$193K - $221K
|
616
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
612New |
$191K - $220K
|
612
$173K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
610New |
$191K - $219K
|
610
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
600New |
$188K - $215K
|
600
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
554+ 60.61% |
$173K - $199K
|
1.47K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 6.7% |
$125K - $144K
|
6.37K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
280New |
$87.5K - $100K
|
280
$79.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
265+ 26.39% |
$82.8K - $95.1K
|
1.27K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
244+ 29.43% |
$76.3K - $87.5K
|
1.07K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
127+ 12.6% |
$39.7K - $45.6K
|
1.14K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
80+ 12.8% |
$25K - $28.7K
|
705
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
60+ 2.51% |
$18.8K - $21.5K
|
2.45K
$694K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 178.57% |
$15.6K - $17.9K
|
78
$22.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35+ 2.3% |
$10.9K - $12.6K
|
1.56K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 3.14% |
$7.5K - $8.61K
|
788
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
12New |
$3.75K - $4.31K
|
12
$3.39K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11New |
$3.44K - $3.95K
|
11
$3.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7New |
$2.19K - $2.51K
|
7
$1.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
5+ 0.73% |
$1.56K - $1.79K
|
693
$196K
|
|