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 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.9K+ 113.99% |
$2.99M - $4.03M
|
24.2K
$5.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-512K- 63.17% |
$119M - $160M
|
299K
$63.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
5.03K+ 17.22% |
$1.17M - $1.57M
|
34.2K
$7.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.42K+ 75.9% |
$792K - $1.07M
|
7.93K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.7KNew |
$394K - $530K
|
1.7K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.8K+ 77.33% |
$8.52M - $11.5M
|
84.3K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.95K+ 74.3% |
$1.61M - $2.17M
|
16.3K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.6K- 34.09% |
$1.3M - $1.75M
|
10.8K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
314K+ 106.91% |
$72.8M - $98M
|
608K
$129M
|
|
|
Nov 14, 2025
Q3 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
147K+ 362.79% |
$34M - $45.8M
|
187K
$39.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
8.77K+ 311.07% |
$2.03M - $2.73M
|
11.6K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.99K- 70.6% |
$692K - $931K
|
1.24K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.7K- 51.24% |
$5.26M - $7.08M
|
21.6K
$4.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.68KNew |
$853K - $1.15M
|
3.68K
$781K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallo Partners, LP
Bloomfield, NJ |
BUY
|
- |
13.3KNew |
$3.09M - $4.16M
|
13.3K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Freestone Grove Partners LP
San Francisco, CA |
SELL
|
- |
-1.01K- 24.28% |
$233K - $314K
|
3.14K
$666K
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
17.2KNew |
$3.99M - $5.37M
|
17.2K
$3.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-47.9K- 78.2% |
$11.1M - $14.9M
|
13.4K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-26- 13.4% |
$6.02K - $8.11K
|
168
$35.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
274+ 14.15% |
$63.5K - $85.5K
|
2.21K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.5K+ 127.61% |
$812K - $1.09M
|
6.25K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-675- 43.75% |
$156K - $211K
|
868
$184K
|
|
|
Nov 14, 2025
Q3 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
3.45KNew |
$799K - $1.08M
|
3.45K
$731K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.07K+ 3506.94% |
$1.41M - $1.89M
|
6.24K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.54KNew |
$358K - $481K
|
1.54K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.92% |
$232 - $312
|
53
$11.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-273K- 42.33% |
$63.2M - $85.1M
|
372K
$78.8M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
453+ 1.82% |
$105K - $141K
|
25.4K
$5.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.88K+ 176.43% |
$899K - $1.21M
|
6.08K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.4K- 7.87% |
$3.8M - $5.11M
|
192K
$40.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.74K+ 77.7% |
$403K - $542K
|
3.98K
$843K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.73K- 57.94% |
$632K - $850K
|
1.98K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.97KNew |
$920K - $1.24M
|
3.97K
$842K
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
16.9K+ 34.45% |
$3.91M - $5.26M
|
65.8K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-917- 7.21% |
$212K - $286K
|
11.8K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-538- 6.55% |
$125K - $168K
|
7.67K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.47K- 5.89% |
$341K - $459K
|
23.5K
$4.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-27.4K- 85.63% |
$6.35M - $8.55M
|
4.6K
$975K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1+ 0.0% |
$232 - $312
|
25.5K
$5.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.9K+ 13.36% |
$1.37M - $1.84M
|
50K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
13.8K+ 153.5% |
$3.19M - $4.3M
|
22.7K
$4.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.8K+ 157.57% |
$3.43M - $4.61M
|
24.2K
$5.13M
|
|
|
Nov 14, 2025
Q3 2025
|
American Capital Management Inc
New York, NY |
BUY
|
- |
1.72K+ 1.76% |
$398K - $536K
|
99.2K
$21M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.46K+ 28.21% |
$1.5M - $2.02M
|
29.4K
$6.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
113K+ 129.38% |
$26.1M - $35.1M
|
200K
$42.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-72.3K- 58.67% |
$16.7M - $22.5M
|
50.9K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
589+ 9.72% |
$136K - $184K
|
6.65K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
49.2K+ 118.39% |
$11.4M - $15.3M
|
90.8K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
6.25K+ 284.14% |
$1.45M - $1.95M
|
8.45K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.72K+ 67.34% |
$630K - $848K
|
6.76K
$1.43M
|
|