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
Feb 26, 2025 Q4 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2
+ 40.0%
$625 - $718
7 $1.98K
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2
+ 4.55%
$625 - $718
46 $13K
Jan 24, 2025 Q4 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
2
New
$625 - $718
2 $566
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
1
New
$313 - $359
1 $283
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
1
New
$313 - $359
1 $283
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1
+ 0.83%
$313 - $359
122 $34.5K
Q3 2024
Nov 13, 2024 Q3 2024
Globeflex Capital L P

San Diego, CA
BUY
 -
8.84K
New
$2.61M - $2.88M
8.84K $2.5M
Nov 08, 2024 Q3 2024
Intech Investment Management LLC

West Palm Beach, FL
BUY
 -
7.77K
New
$2.3M - $2.54M
7.77K $2.2M
Oct 08, 2024 Q3 2024
Fcf Advisors LLC

BUY
 -
4.85K
New
$1.43M - $1.58M
4.85K $1.37M
Nov 14, 2024 Q3 2024
Consolidated Press International Holdings LTD

Sydney, C3
BUY
 -
4.1K
New
$1.21M - $1.34M
4.1K $1.16M
Nov 14, 2024 Q3 2024
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
1.25K
New
$369K - $407K
1.25K $353K
Nov 14, 2024 Q3 2024
Walleye Capital LLC

Plymouth, MN
BUY
 -
944
New
$279K - $308K
944 $267K
Oct 29, 2024 Q3 2024
Cannon Global Investment Management, LLC

BUY
 -
900
New
$266K - $294K
900 $255K
Nov 12, 2024 Q3 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
810
New
$240K - $264K
810 $229K
Nov 14, 2024 Q3 2024
Marshall Wace, LLP

London, X0
BUY
 -
718
New
$212K - $234K
718 $203K
Nov 13, 2024 Q3 2024
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
664
New
$196K - $217K
664 $188K
Nov 14, 2024 Q3 2024
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
661
+ 16.06%
$196K - $216K
4.78K $1.35M
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
636
New
$188K - $208K
636 $180K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
345
+ 5.72%
$102K - $113K
6.38K $1.8M
Nov 14, 2024 Q3 2024
Elequin Capital LP

New York, NY
BUY
 -
93
New
$27.5K - $30.3K
93 $26.3K
Oct 04, 2024 Q3 2024
Harbor Investment Advisory, LLC

BUY
 -
61
+ 27.48%
$18K - $19.9K
283 $80K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
9
New
$2.66K - $2.94K
9 $2.55K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
8
New
$2.37K - $2.61K
8 $2.26K
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
6
New
$1.78K - $1.96K
6 $1.7K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
4
New
$1.18K - $1.31K
4 $1.13K
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
1
New
$296 - $326
1 $283
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
1
New
$296 - $326
1 $283
Oct 25, 2024 Q3 2024
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 4.17%
$296 - $326
25 $7.07K
Oct 24, 2024 Q3 2024
Tfc Financial Management

BUY
 -
1
New
$296 - $326
1 $283
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
89.4K
+ 3.65%
$25.3M - $28.2M
2.54M $717M
Aug 01, 2024 Q2 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
38.2K
New
$10.8M - $12M
38.2K $10.8M
Jan 27, 2025 Q2 2024
Caitlin John, LLC

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

BUY
 -
3.5K
New
$989K - $1.1M
3.5K $990K
Aug 13, 2024 Q2 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
2.7K
+ 24.11%
$763K - $851K
13.9K $3.93M
Aug 05, 2024 Q2 2024
Capula Management LTD

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

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

BUY
 -
854
New
$241K - $269K
854 $242K
Aug 12, 2024 Q2 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
771
New
$218K - $243K
771 $218K
Jul 08, 2024 Q2 2024
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
400
New
$113K - $126K
400 $113K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

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

BUY
 -
117
New
$33.1K - $36.9K
117 $33.1K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

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

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

BUY
 -
24
New
$6.78K - $7.56K
24 $6.79K
Aug 07, 2024 Q2 2024
Bokf, Na

Tulsa, OK
BUY
 -
20
+ 6.15%
$5.65K - $6.3K
345 $97.6K
Aug 07, 2024 Q2 2024
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
14
+ 0.23%
$3.96K - $4.41K
6.13K $1.73M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
13
New
$3.67K - $4.1K
13 $3.68K
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
2
+ 0.88%
$565 - $630
230 $65K
Q1 2024
May 14, 2025 Q1 2024
Norges Bank

Oslo, Q8
BUY
 -
305K
New
$83M - $94.8M
305K $86.3M

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