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
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-770- 22.06% |
$178K - $240K
|
2.72K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-12- 13.04% |
$2.78K - $3.74K
|
80
$17K
|
|
|
Nov 14, 2025
Q3 2025
|
Incline Global Management LLC
New York, NY |
BUY
|
- |
67KNew |
$15.5M - $20.9M
|
67K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-8.09K- 30.04% |
$1.87M - $2.52M
|
18.8K
$3.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
130+ 3.86% |
$30.1K - $40.5K
|
3.5K
$742K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40+ 2.6% |
$9.27K - $12.5K
|
1.58K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
17.7KNew |
$4.1M - $5.52M
|
17.7K
$3.75M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.37K- 38.93% |
$318K - $428K
|
2.15K
$456K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
15.7K+ 103.96% |
$3.63M - $4.88M
|
30.7K
$6.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.6KNew |
$834K - $1.12M
|
3.6K
$763K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
12.7K+ 81.91% |
$2.94M - $3.96M
|
28.2K
$5.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8- 61.54% |
$1.85K - $2.5K
|
5
$1.06K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.6K- 14.68% |
$2.92M - $3.93M
|
73.2K
$15.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
99K+ 171.62% |
$22.9M - $30.9M
|
157K
$33.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.8K+ 104.95% |
$418K - $562K
|
3.52K
$746K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
1.04K+ 5.01% |
$241K - $325K
|
21.8K
$4.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-557- 5.07% |
$129K - $174K
|
10.4K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1- 0.02% |
$232 - $312
|
4.01K
$849K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.02K- 20.02% |
$700K - $942K
|
12.1K
$2.56M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.36K- 41.52% |
$778K - $1.05M
|
4.73K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-700- 1.3% |
$162K - $218K
|
53.3K
$11.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.81K- 5.68% |
$652K - $877K
|
46.7K
$9.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
21.6K+ 351.04% |
$4.99M - $6.72M
|
27.7K
$5.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-41.1K- 78.45% |
$9.51M - $12.8M
|
11.3K
$2.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-574- 0.98% |
$133K - $179K
|
58.1K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.39KNew |
$553K - $744K
|
2.39K
$506K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
546+ 13.61% |
$127K - $170K
|
4.56K
$966K
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
13.7K+ 186.52% |
$3.16M - $4.26M
|
21K
$4.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
5.3K+ 530.0% |
$1.23M - $1.65M
|
6.3K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-1.32K- 47.95% |
$306K - $412K
|
1.44K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
20.1KNew |
$4.65M - $6.26M
|
20.1K
$4.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-449- 5.26% |
$104K - $140K
|
8.1K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
465+ 62.75% |
$108K - $145K
|
1.21K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.18K- 14.08% |
$272K - $366K
|
7.17K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
27New |
$6.26K - $8.42K
|
27
$5.72K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.3K+ 120.38% |
$6.09M - $8.19M
|
48.1K
$10.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
906New |
$210K - $283K
|
906
$192K
|
|
|
Nov 13, 2025
Q3 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-220- 4.41% |
$51K - $68.6K
|
4.77K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
90.2K+ 262.2% |
$20.9M - $28.1M
|
125K
$26.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-57.4K- 40.9% |
$13.3M - $17.9M
|
82.9K
$17.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.3KNew |
$2.15M - $2.9M
|
9.3K
$1.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.4K+ 5.47% |
$3.56M - $4.8M
|
296K
$62.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
283+ 12.8% |
$65.6K - $88.3K
|
2.49K
$529K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
196K+ 73.76% |
$45.3M - $61M
|
461K
$97.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.71K- 11.39% |
$396K - $533K
|
13.3K
$2.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13K+ 64.16% |
$3.01M - $4.06M
|
33.3K
$7.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-87- 6.88% |
$20.2K - $27.1K
|
1.18K
$249K
|
|
|
Nov 13, 2025
Q3 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-6.22K- 14.67% |
$1.44M - $1.94M
|
36.2K
$7.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-5.37K- 59.56% |
$1.24M - $1.67M
|
3.65K
$773K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-83.1K- 9.79% |
$19.3M - $25.9M
|
765K
$162M
|
|