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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
13New |
$2.24K - $2.72K
|
13
$4.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.8K+ 44.38% |
$310K - $377K
|
5.87K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
493+ 46.6% |
$84.8K - $103K
|
1.55K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.43KNew |
$590K - $717K
|
3.43K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.2K+ 28.3% |
$207K - $251K
|
5.45K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$1.72M - $2.09M
|
10K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
665+ 4.04% |
$114K - $139K
|
17.1K
$5.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
22.3KNew |
$3.83M - $4.66M
|
22.3K
$7.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.31K- 7.83% |
$1.09M - $1.32M
|
74.3K
$24.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
863+ 28.78% |
$148K - $180K
|
3.86K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-261- 8.66% |
$44.9K - $54.6K
|
2.75K
$909K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
152+ 58.02% |
$26.1K - $31.8K
|
414
$137K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-116- 3.87% |
$20K - $24.3K
|
2.88K
$953K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
196New |
$33.7K - $41K
|
196
$64.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 66.67% |
$688 - $836
|
2
$661
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-24- 6.98% |
$4.13K - $5.02K
|
320
$106K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$172 - $209
|
6
$1.98K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
442New |
$80.1K - $113K
|
442
$146K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.14KNew |
$750K - $1.06M
|
4.14K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$196K - $277K
|
1.08K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
10KNew |
$1.81M - $2.57M
|
10K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.95K- 34.35% |
$1.44M - $2.04M
|
15.2K
$5.02M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
273+ 9100.0% |
$49.5K - $70.1K
|
276
$91.2K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
16New |
$2.9K - $4.11K
|
16
$5.29K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
16K+ 12.74% |
$2.9M - $4.11M
|
142K
$46.8M
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-298K- 88.09% |
$54.1M - $76.6M
|
40.4K
$13.3M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-590- 0.4% |
$107K - $151K
|
146K
$48.3M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
29New |
$5.26K - $7.44K
|
29
$9.58K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
392KNew |
$71.1M - $101M
|
392K
$130M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-81- 92.05% |
$14.7K - $20.8K
|
7
$2.31K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.29K+ 283.5% |
$414K - $586K
|
3.09K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
183+ 3.0% |
$33.2K - $47K
|
6.29K
$2.08M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 20.0% |
$544 - $770
|
12
$3.97K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5New |
$906 - $1.28K
|
5
$1.65K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8New |
$1.45K - $2.05K
|
8
$2.64K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.32K- 36.94% |
$239K - $339K
|
2.25K
$745K
|
|
| Q4 2022 | |||||||
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
300New |
$62.7K - $75K
|
300
$99.1K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9- 5.06% |
$1.88K - $2.25K
|
169
$55.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.53KNew |
$1.16M - $1.38M
|
5.53K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
286KNew |
$59.7M - $71.4M
|
286K
$94.4M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-42- 4.23% |
$8.78K - $10.5K
|
951
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11New |
$2.3K - $2.75K
|
11
$3.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13- 1.14% |
$2.72K - $3.25K
|
1.13K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
SELL
|
- |
-22.1K- 37.09% |
$4.61M - $5.51M
|
37.4K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.57K- 47.81% |
$537K - $642K
|
2.81K
$927K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
331New |
$69.2K - $82.7K
|
331
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-14.6K- 73.42% |
$3.06M - $3.65M
|
5.29K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.34KNew |
$281K - $336K
|
1.34K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-313- 7.68% |
$65.4K - $78.2K
|
3.76K
$1.24M
|
|