Latest Institutional Transactions on Morningstar, Inc. (MORN)
This table provides information on the latest institutional transactions involving Morningstar, Inc. (MORN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35+ 3.06% |
$10.9K - $12.6K
|
1.18K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-1.6K- 41.48% |
$500K - $574K
|
2.26K
$746K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
361New |
$113K - $130K
|
361
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-30- 4.44% |
$9.38K - $10.8K
|
646
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-45- 0.3% |
$14.1K - $16.1K
|
15.2K
$5.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-394- 3.99% |
$123K - $141K
|
9.49K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
66+ 0.2% |
$20.6K - $23.7K
|
32.9K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$625 - $718
|
1.81K
$597K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.63K- 1.52% |
$509K - $585K
|
105K
$34.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
635New |
$198K - $228K
|
635
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
91+ 1.94% |
$28.4K - $32.6K
|
4.79K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-509- 0.87% |
$159K - $183K
|
57.7K
$19.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$625 - $718
|
2
$661
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
65+ 2.6% |
$20.3K - $23.3K
|
2.56K
$847K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-112- 11.2% |
$35K - $40.2K
|
888
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
970+ 24.37% |
$303K - $348K
|
4.95K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
120New |
$37.5K - $43.1K
|
120
$39.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.39KNew |
$434K - $499K
|
1.39K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 3.14% |
$7.5K - $8.61K
|
788
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-89- 0.69% |
$27.8K - $31.9K
|
12.9K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10- 4.0% |
$3.13K - $3.59K
|
240
$79.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
436+ 63.28% |
$136K - $156K
|
1.13K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 10.0% |
$313 - $359
|
9
$2.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
60+ 2.51% |
$18.8K - $21.5K
|
2.45K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
127+ 12.6% |
$39.7K - $45.6K
|
1.14K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 3.77% |
$625 - $718
|
55
$18.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-9- 0.17% |
$2.81K - $3.23K
|
5.15K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-55- 11.65% |
$17.2K - $19.7K
|
417
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$313 - $359
|
5
$1.65K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
770New |
$241K - $276K
|
770
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.82K+ 5.32% |
$568K - $652K
|
36K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
163+ 4.96% |
$50.9K - $58.5K
|
3.45K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.4K- 68.58% |
$436K - $500K
|
639
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-22- 0.65% |
$6.88K - $7.89K
|
3.34K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
616New |
$193K - $221K
|
616
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
5+ 0.48% |
$1.56K - $1.79K
|
1.05K
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-67- 5.88% |
$20.9K - $24K
|
1.07K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
576+ 25.66% |
$180K - $207K
|
2.82K
$932K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 13.08% |
$16.9K - $19.4K
|
467
$154K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 15.79% |
$938 - $1.08K
|
22
$7.27K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-629- 27.86% |
$197K - $226K
|
1.63K
$538K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13+ 1.05% |
$4.06K - $4.66K
|
1.25K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
729New |
$228K - $262K
|
729
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-16- 0.81% |
$5K - $5.74K
|
1.95K
$645K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5+ 20.0% |
$1.56K - $1.79K
|
30
$9.91K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-17- 0.32% |
$5.31K - $6.1K
|
5.29K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
429+ 41.45% |
$134K - $154K
|
1.46K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-9- 1.15% |
$2.81K - $3.23K
|
772
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$1.56K - $1.79K
|
5
$1.65K
|