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 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
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
|
Cetera Advisor Networks LLC
El Segundo, CA |
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
|
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
$312K
|
|
|
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
$4.66K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$1.11K - $1.56K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-12KClosed |
$1.33M - $1.87M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.82KClosed |
$423K - $596K
|
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
$2.53M
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-21KClosed |
$2.25M - $3.48M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.12KNew |
$655K - $1.01M
|
6.12K
$1.3M
|
|
|
May 13, 2020
Q1 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.89KClosed |
$202K - $313K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
100+ 100.0% |
$10.7K - $16.6K
|
200
$42.4K
|
|
|
May 12, 2020
Q1 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.35KClosed |
$251K - $389K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-26.3KClosed |
$2.82M - $4.36M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-393Closed |
$42.1K - $65.1K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-195Closed |
$20.9K - $32.3K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Hollencrest Capital Management
|
SELL
|
- |
-1.48KClosed |
$159K - $246K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-77Closed |
$8.24K - $12.8K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-6.96KClosed |
$745K - $1.15M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.56KClosed |
$167K - $259K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-2.3KClosed |
$329K - $373K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.78KClosed |
$255K - $289K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-37Closed |
$5.3K - $6.01K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-2.3KClosed |
$329K - $373K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-140Closed |
$20K - $22.7K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$14.3K - $16.2K
|
100
$21.2K
|
|
|
Feb 14, 2020
Q4 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-159Closed |
$22.8K - $25.8K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.51KClosed |
$217K - $246K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-7.5KClosed |
$1.07M - $1.22M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Cowen And Company, LLC
|
SELL
|
- |
-2.25KClosed |
$322K - $365K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-2.77KClosed |
$396K - $450K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-1.83KClosed |
$261K - $296K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100Closed |
$14.3K - $16.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Aug 13, 2024
Q3 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-48Closed |
$6.96K - $7.76K
|
0
$0
|
|
|
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-300KClosed |
$43.5M - $48.5M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-5Closed |
$725 - $808
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-2.29KClosed |
$331K - $369K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-2.8KClosed |
$406K - $452K
|
0
$0
|
|