Latest Institutional Transactions on Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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
Nov 14, 2024 Q3 2024
Marshall Wace, LLP

London, X0
BUY
 -
718
New
$212K - $234K
718 $152K
Nov 14, 2024 Q3 2024
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
1.25K
New
$369K - $407K
1.25K $264K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
8
New
$2.37K - $2.61K
8 $1.7K
Nov 13, 2024 Q3 2024
Globeflex Capital L P

San Diego, CA
BUY
 -
8.84K
New
$2.61M - $2.88M
8.84K $1.87M
Nov 12, 2024 Q3 2024
Scout Investments, Inc.

SELL
 -
-4.03K
- 9.4%
$1.19M - $1.32M
38.9K $8.24M
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

SELL
 -
-70
- 5.77%
$20.7K - $22.8K
1.14K $242K
Nov 08, 2024 Q3 2024
B. Metzler Seel. Sohn & Co. Holding Ag

Frankfurt, 2M
SELL
 -
-674
- 6.33%
$199K - $220K
9.97K $2.11M
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
6
New
$1.78K - $1.96K
6 $1.27K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
4
New
$1.18K - $1.31K
4 $848
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
1
New
$296 - $326
1 $212
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
1
New
$296 - $326
1 $212
Oct 29, 2024 Q3 2024
Cannon Global Investment Management, LLC

BUY
 -
900
New
$266K - $294K
900 $191K
Oct 24, 2024 Q3 2024
Tfc Financial Management

BUY
 -
1
New
$296 - $326
1 $212
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.69K
- 71.42%
$501K - $553K
678 $144K
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
636
New
$188K - $208K
636 $135K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
345
+ 5.72%
$102K - $113K
6.38K $1.35M
Oct 08, 2024 Q3 2024
Fcf Advisors LLC

BUY
 -
4.85K
New
$1.43M - $1.58M
4.85K $1.03M
Q2 2024
Jan 27, 2025 Q2 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
4.33K
+ 216450.0%
$1.22M - $1.36M
4.33K $918K
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-9
- 1.22%
$2.54K - $2.84K
731 $155K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
89.4K
+ 3.65%
$25.3M - $28.2M
2.54M $538M
Aug 13, 2024 Q2 2024
Cramer Rosenthal Mcglynn LLC

Greenwich, CT
SELL
 -
-5.79K
- 6.78%
$1.64M - $1.82M
79.6K $16.9M
Aug 12, 2024 Q2 2024
Seven Eight Capital, LP

BUY
 -
854
New
$241K - $269K
854 $181K
Aug 12, 2024 Q2 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
771
New
$218K - $243K
771 $163K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-17
- 26.98%
$4.81K - $5.36K
46 $9.75K
Aug 09, 2024 Q2 2024
Black Creek Investment Management Inc.

Toronto, A6
SELL
 -
-1K
- 25.64%
$283K - $315K
2.9K $615K
Aug 07, 2024 Q2 2024
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
14
+ 0.23%
$3.96K - $4.41K
6.13K $1.3M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
13
New
$3.67K - $4.1K
13 $2.76K
Aug 05, 2024 Q2 2024
Capula Management LTD

Grand Cayman, E9
BUY
 -
1.43K
New
$404K - $450K
1.43K $303K
Aug 01, 2024 Q2 2024
Versor Investments LP

BUY
 -
3.5K
New
$989K - $1.1M
3.5K $742K
Aug 01, 2024 Q2 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
38.2K
New
$10.8M - $12M
38.2K $8.1M
Jul 30, 2024 Q2 2024
Bcgm Wealth Management, LLC

SELL
 -
-40
- 0.89%
$11.3K - $12.6K
4.46K $945K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
117
New
$33.1K - $36.9K
117 $24.8K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
53
New
$15K - $16.7K
53 $11.2K
Jul 29, 2024 Q2 2024
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
24
New
$6.78K - $7.56K
24 $5.09K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

BUY
 -
120
New
$33.9K - $37.8K
120 $25.4K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
25
New
$7.07K - $7.88K
25 $5.3K
Jul 18, 2024 Q2 2024
Coronation Fund Managers Ltd.

Cape Town, T3
SELL
 -
-7.68K
- 21.44%
$2.17M - $2.42M
28.1K $5.96M
Jul 08, 2024 Q2 2024
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
400
New
$113K - $126K
400 $84.8K
Q1 2024
Jun 20, 2024 Q1 2024
Hm Payson & CO

Portland, ME
SELL
 -
-200
- 25.0%
$54.4K - $62.1K
600 $127K
May 15, 2024 Q1 2024
Gts Securities LLC

New York, NY
BUY
 PUT
2K
+ 66.67%
$544K - $621K
5K $1.06M
May 14, 2024 Q1 2024
Maven Securities LTD

St Helier, Y9
BUY
 -
1.3K
New
$354K - $404K
1.3K $276K
May 14, 2024 Q1 2024
Pearl River Capital, LLC

Niles, MI
BUY
 -
1.17K
New
$319K - $365K
1.17K $249K
May 14, 2024 Q1 2024
Peak6 Investments LLC

Chicago, IL
BUY
 CALL
3.9K
New
$1.06M - $1.21M
3.9K $827K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
1K
New
$272K - $311K
1K $212K
May 13, 2024 Q1 2024
American International Group, Inc.

New York, NY
SELL
 -
-712
- 2.01%
$194K - $221K
34.7K $7.35M
May 13, 2024 Q1 2024
Capitolis Liquid Global Markets LLC

New York, NY
BUY
 -
19K
New
$5.17M - $5.9M
19K $4.03M
May 13, 2024 Q1 2024
Cibc World Markets Corp

New York, NY
BUY
 -
6.39K
New
$1.74M - $1.98M
6.39K $1.35M
May 10, 2024 Q1 2024
Ing Groep Nv

BUY
 -
14K
New
$3.81M - $4.35M
14K $2.97M
May 10, 2024 Q1 2024
Credit Suisse Ag

Zurich, V8
BUY
 -
328
+ 0.69%
$89.2K - $102K
47.9K $10.2M

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