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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.7K- 10.77% |
$3.97M - $4.56M
|
105K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.59KNew |
$1.12M - $1.29M
|
3.59K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
4.98K+ 21.7% |
$1.55M - $1.78M
|
27.9K
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
487+ 40.31% |
$152K - $175K
|
1.7K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.39K+ 25.12% |
$434K - $499K
|
6.92K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
215New |
$67.2K - $77.1K
|
215
$60.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23- 0.85% |
$7.19K - $8.25K
|
2.69K
$761K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.64K- 19.76% |
$824K - $946K
|
10.7K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-672- 24.16% |
$210K - $241K
|
2.11K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
294+ 41.82% |
$91.9K - $105K
|
997
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
168KNew |
$52.5M - $60.3M
|
168K
$47.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-582- 4.68% |
$182K - $209K
|
11.9K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
530+ 37.43% |
$166K - $190K
|
1.95K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.66K+ 167.75% |
$1.77M - $2.03M
|
9.03K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-401- 4.31% |
$125K - $144K
|
8.91K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.6K- 0.95% |
$6.13M - $7.04M
|
2.06M
$582M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
5.12KNew |
$1.6M - $1.84M
|
5.12K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
715New |
$223K - $257K
|
715
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-29- 16.76% |
$9.06K - $10.4K
|
144
$40.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
490+ 942.31% |
$153K - $176K
|
542
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
8.62K+ 547.68% |
$2.69M - $3.09M
|
10.2K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.69KNew |
$528K - $606K
|
1.69K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.22KNew |
$381K - $438K
|
1.22K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
53+ 14.6% |
$16.6K - $19K
|
416
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
662New |
$207K - $238K
|
662
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
263+ 1.78% |
$82.2K - $94.4K
|
15.1K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
13.2K+ 4.51% |
$4.11M - $4.72M
|
305K
$86.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.91K+ 29.62% |
$1.53M - $1.76M
|
21.5K
$6.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
5+ 0.73% |
$1.56K - $1.79K
|
693
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
116+ 0.28% |
$36.3K - $41.6K
|
42.1K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 12.61% |
$4.38K - $5.02K
|
125
$35.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 4.55% |
$625 - $718
|
46
$13K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.54K- 66.94% |
$481K - $552K
|
760
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4+ 0.36% |
$1.25K - $1.44K
|
1.12K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
80+ 0.69% |
$25K - $28.7K
|
11.7K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
77K+ 65.77% |
$24.1M - $27.6M
|
194K
$54.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.9K- 40.49% |
$4.04M - $4.64M
|
19K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
280New |
$87.5K - $100K
|
280
$79.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5.06K- 24.47% |
$1.58M - $1.81M
|
15.6K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-79- 3.45% |
$24.7K - $28.3K
|
2.21K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-93- 36.33% |
$29.1K - $33.4K
|
163
$46.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-113- 2.07% |
$35.3K - $40.5K
|
5.36K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-69- 1.15% |
$21.6K - $24.8K
|
5.94K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-22- 0.6% |
$6.88K - $7.89K
|
3.65K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.69K- 26.75% |
$528K - $606K
|
4.63K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.9K+ 2.67% |
$1.53M - $1.76M
|
188K
$53.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-3.64K- 23.71% |
$1.14M - $1.31M
|
11.7K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-432- 13.23% |
$135K - $155K
|
2.83K
$802K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.19K+ 175.56% |
$370K - $425K
|
1.86K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-76- 93.83% |
$23.8K - $27.3K
|
5
$1.41K
|