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 13, 2025 Q4 2024
Claret Asset Management Corp

BUY
 -
5
+ 0.73%
$1.56K - $1.79K
693 $192K
Feb 26, 2025 Q4 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2
+ 40.0%
$625 - $718
7 $1.94K
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2
+ 4.55%
$625 - $718
46 $12.7K
Jan 24, 2025 Q4 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
2
New
$625 - $718
2 $554
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
1
New
$313 - $359
1 $277
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
1
New
$313 - $359
1 $277
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1
+ 0.83%
$313 - $359
122 $33.8K
Q3 2024
Nov 13, 2024 Q3 2024
Globeflex Capital L P

San Diego, CA
BUY
 -
8.84K
New
$2.61M - $2.88M
8.84K $2.45M
Nov 08, 2024 Q3 2024
Intech Investment Management LLC

West Palm Beach, FL
BUY
 -
7.77K
New
$2.3M - $2.54M
7.77K $2.15M
Oct 08, 2024 Q3 2024
Fcf Advisors LLC

BUY
 -
4.85K
New
$1.43M - $1.58M
4.85K $1.34M
Nov 20, 2024 Q3 2024
Virtu Financial LLC

New York, NY
BUY
 -
1.77K
New
$524K - $578K
1.77K $491K
Nov 14, 2024 Q3 2024
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
1.25K
New
$369K - $407K
1.25K $345K
Nov 14, 2024 Q3 2024
Walleye Capital LLC

Plymouth, MN
BUY
 -
944
New
$279K - $308K
944 $262K
Oct 29, 2024 Q3 2024
Cannon Global Investment Management, LLC

BUY
 -
900
New
$266K - $294K
900 $249K
Nov 12, 2024 Q3 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
810
New
$240K - $264K
810 $224K
Nov 14, 2024 Q3 2024
Marshall Wace, LLP

London, X0
BUY
 -
718
New
$212K - $234K
718 $199K
Nov 13, 2024 Q3 2024
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
664
New
$196K - $217K
664 $184K
Nov 14, 2024 Q3 2024
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
661
+ 16.06%
$196K - $216K
4.78K $1.32M
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
636
New
$188K - $208K
636 $176K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
345
+ 5.72%
$102K - $113K
6.38K $1.77M
Nov 14, 2024 Q3 2024
Elequin Capital LP

New York, NY
BUY
 -
93
New
$27.5K - $30.3K
93 $25.8K
Oct 04, 2024 Q3 2024
Harbor Investment Advisory, LLC

BUY
 -
61
+ 27.48%
$18K - $19.9K
283 $78.4K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
9
New
$2.66K - $2.94K
9 $2.49K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
8
New
$2.37K - $2.61K
8 $2.22K
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
6
New
$1.78K - $1.96K
6 $1.66K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
4
New
$1.18K - $1.31K
4 $1.11K
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
1
New
$296 - $326
1 $277
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
1
New
$296 - $326
1 $277
Oct 25, 2024 Q3 2024
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 4.17%
$296 - $326
25 $6.93K
Oct 24, 2024 Q3 2024
Tfc Financial Management

BUY
 -
1
New
$296 - $326
1 $277
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
89.4K
+ 3.65%
$25.3M - $28.2M
2.54M $703M
Aug 01, 2024 Q2 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
38.2K
New
$10.8M - $12M
38.2K $10.6M
Jan 27, 2025 Q2 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
4.33K
+ 216450.0%
$1.22M - $1.36M
4.33K $1.2M
Aug 01, 2024 Q2 2024
Versor Investments LP

BUY
 -
3.5K
New
$989K - $1.1M
3.5K $970K
Aug 13, 2024 Q2 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
2.7K
+ 24.11%
$763K - $851K
13.9K $3.85M
Aug 05, 2024 Q2 2024
Capula Management LTD

Grand Cayman, E9
BUY
 -
1.43K
New
$404K - $450K
1.43K $396K
Aug 13, 2024 Q2 2024
Fora Capital, LLC

Miami, FL
BUY
 -
922
New
$261K - $290K
922 $255K
Aug 12, 2024 Q2 2024
Seven Eight Capital, LP

BUY
 -
854
New
$241K - $269K
854 $237K
Aug 12, 2024 Q2 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
771
New
$218K - $243K
771 $214K
Jul 08, 2024 Q2 2024
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
400
New
$113K - $126K
400 $111K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

BUY
 -
120
New
$33.9K - $37.8K
120 $33.2K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
117
New
$33.1K - $36.9K
117 $32.4K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
53
New
$15K - $16.7K
53 $14.7K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
25
New
$7.07K - $7.88K
25 $6.93K
Jul 29, 2024 Q2 2024
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
24
New
$6.78K - $7.56K
24 $6.65K
Aug 07, 2024 Q2 2024
Bokf, Na

Tulsa, OK
BUY
 -
20
+ 6.15%
$5.65K - $6.3K
345 $95.6K
Aug 07, 2024 Q2 2024
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
14
+ 0.23%
$3.96K - $4.41K
6.13K $1.7M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
13
New
$3.67K - $4.1K
13 $3.6K
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
2
+ 0.88%
$565 - $630
230 $63.7K

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