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 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$2.09K - $2.5K
|
10
$2.12K
|
|
| Q3 2022 | |||||||
|
Aug 15, 2023
Q3 2022
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
49.1KNew |
$10.3M - $12.8M
|
49.1K
$10.4M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
17+ 36.96% |
$3.57K - $4.42K
|
63
$13.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Aviva PLC
|
SELL
|
- |
-1.43K- 17.08% |
$299K - $371K
|
6.92K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
297+ 23.22% |
$62.4K - $77.2K
|
1.58K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
9New |
$1.89K - $2.34K
|
9
$1.91K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4.09K+ 5.48% |
$858K - $1.06M
|
78.8K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
2.57K+ 0.25% |
$540K - $668K
|
1.03M
$218M
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18- 0.9% |
$3.78K - $4.68K
|
1.98K
$420K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$1.47K - $1.82K
|
7
$1.48K
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
850New |
$178K - $221K
|
850
$180K
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
SELL
|
- |
-884- 31.87% |
$186K - $230K
|
1.89K
$401K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
120New |
$25.2K - $31.2K
|
120
$25.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
13New |
$2.73K - $3.38K
|
13
$2.76K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
115New |
$24.1K - $29.9K
|
115
$24.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1- 5.26% |
$210 - $260
|
18
$3.82K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-1- 0.03% |
$210 - $260
|
3.52K
$747K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.53KNew |
$321K - $397K
|
1.53K
$324K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4- 0.37% |
$840 - $1.04K
|
1.07K
$228K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
84New |
$18.8K - $24.5K
|
84
$17.8K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
200New |
$44.7K - $58.2K
|
200
$42.4K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-12Closed |
$2.68K - $3.49K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-35KClosed |
$7.82M - $10.2M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-88Closed |
$19.7K - $25.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-57KClosed |
$12.7M - $16.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
177+ 6.66% |
$39.6K - $51.5K
|
2.83K
$600K
|
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-2.71K- 63.99% |
$605K - $788K
|
1.52K
$323K
|
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-775Closed |
$173K - $226K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pelham Global Financials LTD
London, X0 |
SELL
|
- |
-3.2K- 4.18% |
$716K - $932K
|
73.4K
$15.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
100New |
$22.4K - $29.1K
|
100
$21.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.63KNew |
$365K - $476K
|
1.63K
$346K
|
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
499New |
$112K - $145K
|
499
$106K
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
948New |
$212K - $276K
|
948
$201K
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-282- 19.49% |
$63.1K - $82.1K
|
1.17K
$247K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
384+ 24.68% |
$85.9K - $112K
|
1.94K
$411K
|
|
|
Aug 10, 2022
Q2 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-5.64KClosed |
$1.26M - $1.64M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.38KClosed |
$533K - $694K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
70+ 1.66% |
$15.7K - $20.4K
|
4.3K
$910K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
518New |
$116K - $151K
|
518
$110K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2Closed |
$447 - $582
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-57- 5.88% |
$12.7K - $16.6K
|
913
$194K
|
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-736Closed |
$165K - $214K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
BUY
|
- |
369+ 6.4% |
$82.5K - $107K
|
6.13K
$1.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-150Closed |
$33.5K - $43.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.8K- 27.69% |
$402K - $524K
|
4.7K
$996K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-46Closed |
$10.3K - $13.4K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
40New |
$8.94K - $11.6K
|
40
$8.48K
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-300Closed |
$67.1K - $87.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-916Closed |
$205K - $267K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$3.58K - $4.66K
|
16
$3.39K
|
|