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 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-295- 2.74% |
$92.2K - $106K
|
10.5K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
165+ 10.71% |
$51.6K - $59.2K
|
1.71K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
634New |
$198K - $227K
|
634
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
284+ 1.55% |
$88.8K - $102K
|
18.6K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-420- 5.13% |
$131K - $151K
|
7.77K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tribune Investment Group LP
New York, NY |
BUY
|
- |
16KNew |
$5M - $5.74M
|
16K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-109- 13.99% |
$34.1K - $39.1K
|
670
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
87+ 7.4% |
$27.2K - $31.2K
|
1.26K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-5.28K- 28.94% |
$1.65M - $1.9M
|
13K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154+ 8.01% |
$48.1K - $55.3K
|
2.08K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-135- 2.43% |
$42.2K - $48.4K
|
5.41K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
612New |
$191K - $220K
|
612
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
867+ 122.11% |
$271K - $311K
|
1.58K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-5.87K- 0.84% |
$1.83M - $2.11M
|
690K
$195M
|
|
|
Feb 13, 2025
Q4 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
6.5KNew |
$2.03M - $2.33M
|
6.5K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-8- 0.35% |
$2.5K - $2.87K
|
2.26K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-54- 11.13% |
$16.9K - $19.4K
|
431
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.24K+ 8.19% |
$388K - $446K
|
16.4K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
315+ 1.39% |
$98.5K - $113K
|
23K
$6.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.81K- 62.49% |
$1.19M - $1.37M
|
2.29K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-67.9K- 6.51% |
$21.2M - $24.4M
|
975K
$276M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
815+ 19.04% |
$255K - $292K
|
5.1K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.68K+ 5.96% |
$525K - $603K
|
29.9K
$8.46M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.9KNew |
$4.04M - $4.64M
|
12.9K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.02K- 9.1% |
$318K - $365K
|
10.2K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-16K- 50.15% |
$5M - $5.74M
|
15.9K
$4.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$313 - $359
|
1
$283
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.83K- 8.99% |
$1.2M - $1.37M
|
38.7K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
100KNew |
$31.3M - $35.9M
|
100K
$28.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
90.5K+ 338.95% |
$28.3M - $32.5M
|
117K
$33.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
408+ 3.76% |
$128K - $146K
|
11.3K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$3.41M - $3.91M
|
10.9K
$3.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13- 22.81% |
$4.06K - $4.66K
|
44
$12.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-66- 1.12% |
$20.6K - $23.7K
|
5.82K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
145+ 2.33% |
$45.3K - $52K
|
6.36K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1- -0.0% |
$313 - $359
|
25K
$7.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.5K- 5.68% |
$3.59M - $4.12M
|
191K
$53.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-98- 3.33% |
$30.6K - $35.2K
|
2.85K
$806K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 1.19% |
$15.6K - $17.9K
|
4.15K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.48KNew |
$776K - $891K
|
2.48K
$703K
|
|
|
Feb 12, 2025
Q4 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
150KNew |
$46.9M - $53.8M
|
150K
$42.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
181+ 4.92% |
$56.6K - $64.9K
|
3.86K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
588+ 18.86% |
$184K - $211K
|
3.71K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-3.24K- 6.73% |
$1.01M - $1.16M
|
44.8K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.2K- 12.03% |
$375K - $430K
|
8.77K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
102+ 3.48% |
$31.9K - $36.6K
|
3.03K
$858K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.36K+ 9.44% |
$426K - $489K
|
15.8K
$4.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.7K- 3.06% |
$844K - $969K
|
85.7K
$24.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.2KNew |
$375K - $431K
|
1.2K
$340K
|