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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
40New |
$8.94K - $11.6K
|
40
$8.48K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-46Closed |
$10.3K - $13.4K
|
0
$0
|
|
|
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
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-4.5KClosed |
$1.01M - $1.31M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3New |
$671 - $873
|
3
$636
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-143Closed |
$32K - $41.6K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
74.1KNew |
$16.6M - $21.6M
|
74.1K
$15.7M
|
|
| Q1 2022 | |||||||
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.3KClosed |
$2.62M - $3.45M
|
0
$0
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
991New |
$253K - $333K
|
991
$210K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.29KClosed |
$329K - $433K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-3.39KClosed |
$867K - $1.14M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Northern Right Capital Management, L.P.
Darien, CT |
SELL
|
- |
-55KClosed |
$14.1M - $18.5M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pelham Capital Ltd.
London, X0 |
BUY
|
- |
76.6KNew |
$19.6M - $25.7M
|
76.6K
$16.2M
|
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
65New |
$16.6K - $21.8K
|
65
$13.8K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.7KClosed |
$3.76M - $4.94M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-983Closed |
$251K - $330K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-43- 4.75% |
$11K - $14.4K
|
863
$183K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
50+ 40.0% |
$12.8K - $16.8K
|
175
$37.1K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
40New |
$10.2K - $13.4K
|
40
$8.48K
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-45Closed |
$11.5K - $15.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-650Closed |
$166K - $218K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1- 0.05% |
$256 - $336
|
1.97K
$418K
|
|
|
May 12, 2022
Q1 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-5.3KClosed |
$1.35M - $1.78M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-15.6KClosed |
$3.99M - $5.24M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
137KNew |
$35.1M - $46.1M
|
137K
$29.1M
|
|
|
May 11, 2022
Q1 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-700Closed |
$179K - $235K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-627Closed |
$160K - $211K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
135New |
$34.5K - $45.4K
|
135
$28.6K
|
|
|
May 06, 2022
Q1 2022
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-2.5KClosed |
$639K - $840K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-899Closed |
$230K - $302K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-612Closed |
$156K - $206K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-4.6KClosed |
$1.17M - $1.54M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Iridian Asset Management LLC
|
SELL
|
- |
-4.03KClosed |
$1.03M - $1.35M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
516+ 21.64% |
$132K - $173K
|
2.9K
$615K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
76New |
$19.4K - $25.5K
|
76
$16.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-706Closed |
$180K - $237K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.3KClosed |
$842K - $1.14M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
627New |
$160K - $217K
|
627
$133K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7Closed |
$1.79K - $2.43K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-7.03KClosed |
$1.79M - $2.44M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.51KClosed |
$1.15M - $1.56M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-278Closed |
$70.9K - $96.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-972Closed |
$248K - $337K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-89Closed |
$22.7K - $30.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6Closed |
$1.47K - $1.69K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-887Closed |
$217K - $250K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-35Closed |
$8.55K - $9.85K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-7.49KClosed |
$1.83M - $2.11M
|
0
$0
|
|