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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
83New |
$18K - $21K
|
83
$27K
|
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-867Closed |
$188K - $219K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Premier Fund Managers LTD
|
SELL
|
- |
-27.1KClosed |
$5.85M - $6.83M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.39KClosed |
$734K - $857K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100- 8.0% |
$21.6K - $25.3K
|
1.15K
$375K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6Closed |
$1.3K - $1.52K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-43Closed |
$9.31K - $10.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-9Closed |
$1.95K - $2.27K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-127Closed |
$27.5K - $32.1K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.2KClosed |
$476K - $556K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.01KClosed |
$218K - $255K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Cordasco Financial Network
|
SELL
|
- |
-5Closed |
$1.08K - $1.26K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.28KClosed |
$494K - $577K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jun 15, 2021
Q4 2020
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.13KNew |
$184K - $262K
|
1.13K
$368K
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$816 - $1.16K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-1.69KClosed |
$276K - $392K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Incline Global Management LLC
New York, NY |
SELL
|
- |
-46.5KClosed |
$7.59M - $10.8M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
710New |
$116K - $164K
|
710
$231K
|
|
|
Feb 12, 2021
Q4 2020
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-310KClosed |
$50.6M - $71.9M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
- |
7KNew |
$1.14M - $1.62M
|
7K
$2.28M
|
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.2KClosed |
$359K - $509K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.8KClosed |
$294K - $417K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-819Closed |
$134K - $190K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-6Closed |
$979 - $1.39K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-46Closed |
$7.51K - $10.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
May 20, 2022
Q3 2020
|
True North Advisors, LLC
|
SELL
|
- |
-2.75KClosed |
$402K - $466K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-68Closed |
$9.93K - $11.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Golden Gate Private Equity, Inc.
San Francisco, CA |
SELL
|
- |
-89KClosed |
$13M - $15.1M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-68Closed |
$9.93K - $11.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1Closed |
$146 - $170
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-49.8KClosed |
$7.27M - $8.44M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.77KClosed |
$258K - $300K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-64.7KClosed |
$9.45M - $11M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Connable Office Inc
|
SELL
|
- |
-210- 12.5% |
$30.7K - $35.6K
|
1.47K
$479K
|
|
|
Nov 05, 2020
Q3 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-2.09KClosed |
$305K - $354K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-4.26KClosed |
$622K - $722K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Firestone Capital Management
|
SELL
|
- |
-27Closed |
$3.94K - $4.58K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-37- 62.71% |
$4.09K - $5.77K
|
22
$7.17K
|
|
|
Aug 14, 2020
Q2 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.28KClosed |
$252K - $355K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$1.11K - $1.56K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.82KClosed |
$423K - $596K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-11.7KClosed |
$1.3M - $1.83M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-12KClosed |
$1.33M - $1.87M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-333Closed |
$36.8K - $51.9K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-35Closed |
$3.87K - $5.46K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-398Closed |
$44K - $62.1K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.9KNew |
$1.32M - $1.86M
|
11.9K
$3.88M
|
|
| Q1 2020 | |||||||
|
Aug 30, 2024
Q1 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.43KClosed |
$153K - $238K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-2KClosed |
$214K - $331K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-21KClosed |
$2.25M - $3.48M
|
0
$0
|
|