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
Nov 05, 2024 Q4 2023
Confluence Investment Management LLC

BUY
 -
6.96K
+ 10.8%
$1.53M - $2.01M
71.4K $25.5M
Feb 14, 2024 Q4 2023
Point72 Europe (London) LLP

London, X0
BUY
 -
6.14K
New
$1.35M - $1.77M
6.14K $2.19M
Feb 14, 2024 Q4 2023
Gts Securities LLC

New York, NY
BUY
 -
928
+ 83.83%
$204K - $268K
2.04K $728K
Feb 14, 2024 Q4 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
912
New
$201K - $263K
912 $326K
Feb 07, 2024 Q4 2023
Mawer Investment Management Ltd.

Calgary, A0
BUY
 -
716
+ 8.93%
$158K - $207K
8.74K $3.12M
Jan 24, 2024 Q4 2023
Boit C F David

Boston, MA
BUY
 -
400
New
$88K - $116K
400 $143K
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
166
New
$36.5K - $48K
166 $59.4K
Feb 14, 2024 Q4 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
100
+ 4.0%
$22K - $28.9K
2.6K $930K
Feb 07, 2024 Q4 2023
Altshuler Shaham LTD

BUY
 -
66
New
$14.5K - $19.1K
66 $23.6K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
31
New
$6.82K - $8.96K
31 $11.1K
Feb 14, 2024 Q4 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
7
+ 58.33%
$1.54K - $2.02K
19 $6.79K
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
7
New
$1.54K - $2.02K
7 $2.5K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
5
New
$1.1K - $1.44K
5 $1.79K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
5
+ 6.76%
$1.1K - $1.44K
79 $28.2K
Jan 23, 2024 Q4 2023
Farmers & Merchants Investments Inc

BUY
 -
3
+ 60.0%
$660 - $867
8 $2.86K
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
1
New
$220 - $289
1 $358
Q3 2023
Nov 13, 2024 Q3 2023
Norges Bank

Oslo, Q8
BUY
 -
218K
New
$42.2M - $55.6M
218K $77.8M
Nov 13, 2023 Q3 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
3.68K
New
$715K - $941K
3.68K $1.32M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
2.56K
New
$497K - $654K
2.56K $916K
Oct 19, 2023 Q3 2023
Gateway Investment Advisers LLC

BUY
 -
2.13K
New
$413K - $544K
2.13K $761K
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
1.35K
New
$262K - $345K
1.35K $483K
Nov 14, 2023 Q3 2023
Cubist Systematic Strategies, LLC

Stamford, CT
BUY
 CALL
1.3K
New
$252K - $332K
1.3K $465K
Oct 16, 2023 Q3 2023
Bard Financial Services, Inc.

BUY
 -
1K
New
$194K - $255K
1K $358K
Feb 22, 2024 Q3 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
802
+ 106.79%
$156K - $205K
1.55K $555K
Nov 29, 2023 Q3 2023
Alamar Capital Management, LLC

BUY
 -
517
+ 9.71%
$100K - $132K
5.84K $2.09M
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
96
New
$18.6K - $24.5K
96 $34.3K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
17
New
$3.3K - $4.34K
17 $6.08K
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
15
New
$2.91K - $3.83K
15 $5.36K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
11
New
$2.13K - $2.81K
11 $3.93K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
10
New
$1.94K - $2.55K
10 $3.58K
Oct 31, 2023 Q3 2023
Tobam

BUY
 -
3
New
$582 - $766
3 $1.07K
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
2
+ 50.0%
$388 - $511
6 $2.15K
Nov 14, 2023 Q3 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
1
New
$194 - $255
1 $358
Q2 2023
Aug 14, 2023 Q2 2023
Twinbeech Capital LP

Purchase, NY
BUY
 -
22.3K
New
$3.83M - $4.66M
22.3K $7.97M
Aug 14, 2023 Q2 2023
D. E. Shaw & Co., Inc.

New York, NY
BUY
 PUT
10K
New
$1.72M - $2.09M
10K $3.58M
Aug 14, 2023 Q2 2023
Troluce Capital Advisors LLC

Dorado, PR
BUY
 -
5K
New
$860K - $1.05M
5K $1.79M
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
3.43K
New
$590K - $717K
3.43K $1.23M
Aug 14, 2023 Q2 2023
Alps Advisors Inc

Denver, CO
BUY
 -
1.8K
+ 44.38%
$310K - $377K
5.87K $2.1M
Aug 14, 2023 Q2 2023
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
1.2K
+ 28.3%
$207K - $251K
5.45K $1.95M
Aug 11, 2023 Q2 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
863
+ 28.78%
$148K - $180K
3.86K $1.38M
Aug 14, 2023 Q2 2023
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
665
+ 4.04%
$114K - $139K
17.1K $6.13M
Aug 14, 2023 Q2 2023
Aigen Investment Management, LP

BUY
 -
493
+ 46.6%
$84.8K - $103K
1.55K $555K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
196
New
$33.7K - $41K
196 $70.1K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
152
+ 58.02%
$26.1K - $31.8K
414 $148K
Aug 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
13
New
$2.24K - $2.72K
13 $4.65K
Q1 2023
May 08, 2023 Q1 2023
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
392K
New
$71.1M - $101M
392K $140M
May 11, 2023 Q1 2023
M&G Investment Management LTD

London, X0
BUY
 -
16K
+ 12.74%
$2.9M - $4.11M
142K $50.7M
May 15, 2023 Q1 2023
Ubs Oconnor LLC

Chicago, IL
BUY
 -
10K
New
$1.81M - $2.57M
10K $3.58M
May 15, 2023 Q1 2023
Caxton Associates LP

New York, NY
BUY
 -
4.14K
New
$750K - $1.06M
4.14K $1.48M

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