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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-7.49KClosed |
$1.83M - $2.11M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10New |
$2.44K - $2.81K
|
10
$2.12K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-776Closed |
$190K - $218K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-2.49KClosed |
$609K - $701K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.55KNew |
$378K - $436K
|
1.55K
$328K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-35Closed |
$8.55K - $9.85K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-22Closed |
$5.37K - $6.19K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 28, 2025
Q2 2021
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-3.35K- 78.6% |
$773K - $888K
|
911
$193K
|
|
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-2.77KClosed |
$639K - $733K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.16KClosed |
$730K - $838K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-1.96KClosed |
$452K - $518K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
26New |
$6.01K - $6.9K
|
26
$5.51K
|
|
|
Aug 13, 2021
Q2 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-186Closed |
$43K - $49.3K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1KClosed |
$231K - $265K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-11.5KClosed |
$2.66M - $3.05M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-718Closed |
$166K - $190K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-928Closed |
$214K - $246K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-4.63KClosed |
$1.07M - $1.23M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11Closed |
$2.54K - $2.92K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20Closed |
$4.62K - $5.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-2.39KClosed |
$551K - $633K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-61Closed |
$14.1K - $16.2K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-950Closed |
$219K - $252K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-488Closed |
$106K - $123K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-15Closed |
$3.25K - $3.79K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-3Closed |
$649 - $758
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-902Closed |
$195K - $228K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
83New |
$18K - $21K
|
83
$17.6K
|
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-867Closed |
$188K - $219K
|
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
$244K
|
|
|
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 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
$240K
|
|
|
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 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
- |
7KNew |
$1.14M - $1.62M
|
7K
$1.48M
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
710New |
$116K - $164K
|
710
$150K
|
|
|
Feb 12, 2021
Q4 2020
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-310KClosed |
$50.6M - $71.9M
|
0
$0
|
|
|
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
|
Sandy Spring Bank
|
SELL
|
- |
-6Closed |
$979 - $1.39K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-819Closed |
$134K - $190K
|
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
|
|