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 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-141
- 3.64%
$27.4K - $36K
3.73K $791K
Nov 07, 2023 Q3 2023
Pekin Hardy Strauss, Inc.

SELL
 -
-654
- 34.81%
$127K - $167K
1.23K $260K
Nov 07, 2023 Q3 2023
2 Xideas Ag

Pfaffikon, V8
SELL
 -
-2.93K
- 5.09%
$568K - $748K
54.6K $11.6M
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
15
New
$2.91K - $3.83K
15 $3.18K
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

SELL
 -
-28
- 4.69%
$5.43K - $7.15K
569 $121K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
11
New
$2.13K - $2.81K
11 $2.33K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
17
New
$3.3K - $4.34K
17 $3.6K
Oct 19, 2023 Q3 2023
Gateway Investment Advisers LLC

BUY
 -
2.13K
New
$413K - $544K
2.13K $451K
Oct 16, 2023 Q3 2023
Bard Financial Services, Inc.

BUY
 -
1K
New
$194K - $255K
1K $212K
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

SELL
 -
-8
- 14.29%
$1.55K - $2.04K
48 $10.2K
Q2 2023
Aug 14, 2023 Q2 2023
D. E. Shaw & Co., Inc.

New York, NY
BUY
 PUT
10K
New
$1.72M - $2.09M
10K $2.12M
Aug 14, 2023 Q2 2023
Troluce Capital Advisors LLC

Dorado, PR
BUY
 -
5K
New
$860K - $1.05M
5K $1.06M
Aug 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
13
New
$2.24K - $2.72K
13 $2.76K
Aug 14, 2023 Q2 2023
Alps Advisors Inc

Denver, CO
BUY
 -
1.8K
+ 44.38%
$310K - $377K
5.87K $1.24M
Aug 11, 2023 Q2 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
863
+ 28.78%
$148K - $180K
3.86K $819K
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-261
- 8.66%
$44.9K - $54.6K
2.75K $583K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
152
+ 58.02%
$26.1K - $31.8K
414 $87.7K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
SELL
 -
-116
- 3.87%
$20K - $24.3K
2.88K $611K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

SELL
 -
-4
- 66.67%
$688 - $836
2 $424
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

SELL
 -
-24
- 6.98%
$4.13K - $5.02K
320 $67.8K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-1
- 14.29%
$172 - $209
6 $1.27K
Q1 2023
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
442
New
$80.1K - $113K
442 $93.7K
May 15, 2023 Q1 2023
Ubs Oconnor LLC

Chicago, IL
BUY
 -
10K
New
$1.81M - $2.57M
10K $2.12M
May 15, 2023 Q1 2023
Acrisure Capital Management, LLC

Austin, TX
BUY
 -
1.08K
New
$196K - $277K
1.08K $229K
May 15, 2023 Q1 2023
Caxton Associates LP

New York, NY
BUY
 -
4.14K
New
$750K - $1.06M
4.14K $877K
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
16
New
$2.9K - $4.11K
16 $3.39K
May 11, 2023 Q1 2023
Artisan Partners Limited Partnership

Milwaukee, WI
SELL
 -
-298K
- 88.09%
$54.1M - $76.6M
40.4K $8.55M
May 11, 2023 Q1 2023
M&G Investment Management LTD

London, X0
BUY
 -
16K
+ 12.74%
$2.9M - $4.11M
142K $30M
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
29
New
$5.26K - $7.44K
29 $6.15K
May 08, 2023 Q1 2023
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
392K
New
$71.1M - $101M
392K $83.1M
May 04, 2023 Q1 2023
Ellevest, Inc.

SELL
 -
-81
- 92.05%
$14.7K - $20.8K
7 $1.48K
May 02, 2023 Q1 2023
Schubert & CO

SELL
 -
-3
- 20.0%
$544 - $770
12 $2.54K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
5
New
$906 - $1.28K
5 $1.06K
Q4 2022
May 24, 2023 Q4 2022
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
300
New
$62.7K - $75K
300 $63.6K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
286K
New
$59.7M - $71.4M
286K $60.5M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-13
- 1.14%
$2.72K - $3.25K
1.13K $239K
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
11
New
$2.3K - $2.75K
11 $2.33K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
331
New
$69.2K - $82.7K
331 $70.2K
Feb 14, 2023 Q4 2022
Point72 Middle East Fze

Stamford, CT
BUY
 -
1.34K
New
$281K - $336K
1.34K $285K
Feb 14, 2023 Q4 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-2.57K
- 47.81%
$537K - $642K
2.81K $595K
Feb 14, 2023 Q4 2022
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-313
- 7.68%
$65.4K - $78.2K
3.76K $797K
Feb 14, 2023 Q4 2022
Tcw Group Inc

SELL
 -
-22.1K
- 37.09%
$4.61M - $5.51M
37.4K $7.93M
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
SELL
 -
-42
- 4.23%
$8.78K - $10.5K
951 $202K
Feb 14, 2023 Q4 2022
Lighthouse Investment Partners, LLC

Palm Beach Gardens, FL
BUY
 -
5.53K
New
$1.16M - $1.38M
5.53K $1.17M
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
2
New
$418 - $500
2 $424
Feb 13, 2023 Q4 2022
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
513
+ 29.21%
$107K - $128K
2.27K $481K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1
New
$209 - $250
1 $212
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
1
New
$209 - $250
1 $212
Feb 07, 2023 Q4 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
1
+ 0.07%
$209 - $250
1.52K $322K

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