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 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200New |
$46.3K - $62.4K
|
200
$42.4K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
204New |
$47.3K - $63.6K
|
204
$43.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
93New |
$21.5K - $29K
|
93
$19.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
22.1K+ 32.02% |
$5.12M - $6.9M
|
91.2K
$19.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-138- 20.54% |
$32K - $43K
|
534
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.37K- 42.41% |
$2.17M - $2.92M
|
12.7K
$2.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
78+ 1.82% |
$18.1K - $24.3K
|
4.36K
$925K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
37+ 0.22% |
$8.57K - $11.5K
|
16.8K
$3.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.01K- 66.86% |
$466K - $627K
|
996
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.06KNew |
$708K - $953K
|
3.06K
$648K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.75K+ 6.48% |
$1.56M - $2.1M
|
111K
$23.5M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-220- 10.43% |
$51K - $68.6K
|
1.89K
$401K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
54+ 163.64% |
$12.5K - $16.8K
|
87
$18.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
907New |
$210K - $283K
|
907
$192K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13New |
$3.01K - $4.05K
|
13
$2.76K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4New |
$927 - $1.25K
|
4
$848
|
|
|
Nov 03, 2025
Q3 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
8.4K+ 17.12% |
$1.95M - $2.62M
|
57.5K
$12.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.12K+ 26.53% |
$260K - $350K
|
5.35K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
137+ 6.69% |
$31.7K - $42.7K
|
2.19K
$463K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
66+ 3.54% |
$15.3K - $20.6K
|
1.93K
$409K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
564New |
$131K - $176K
|
564
$120K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
4New |
$927 - $1.25K
|
4
$848
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
35+ 0.43% |
$8.11K - $10.9K
|
8.12K
$1.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.77K- 54.62% |
$411K - $553K
|
1.47K
$312K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.72K- 44.83% |
$631K - $849K
|
3.35K
$710K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.08K+ 20.72% |
$483K - $650K
|
12.1K
$2.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.96K- 9.08% |
$685K - $922K
|
29.6K
$6.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.94K- 14.65% |
$449K - $605K
|
11.3K
$2.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-897- 19.18% |
$208K - $280K
|
3.78K
$801K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.57K- 6.3% |
$363K - $488K
|
23.3K
$4.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-1.99K- 22.47% |
$461K - $620K
|
6.86K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
207+ 14.86% |
$48K - $64.6K
|
1.6K
$339K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 10.36% |
$13.4K - $18.1K
|
502
$106K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-8- 1.42% |
$1.85K - $2.5K
|
554
$117K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 1325.0% |
$12.3K - $16.5K
|
57
$12.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.59K+ 10.48% |
$601K - $809K
|
27.3K
$5.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-189K- 29.51% |
$43.8M - $58.9M
|
451K
$95.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-807- 6.43% |
$187K - $252K
|
11.7K
$2.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.37KNew |
$317K - $427K
|
1.37K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2- 1.45% |
$463 - $624
|
136
$28.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
53New |
$12.3K - $16.5K
|
53
$11.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
326+ 41.53% |
$75.5K - $102K
|
1.11K
$235K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.06KNew |
$246K - $331K
|
1.06K
$225K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-54- 4.57% |
$12.5K - $16.8K
|
1.13K
$239K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.27KNew |
$294K - $395K
|
1.27K
$269K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2New |
$463 - $624
|
2
$424
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-818- 32.36% |
$190K - $255K
|
1.71K
$362K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
162New |
$37.5K - $50.5K
|
162
$34.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
26.2KNew |
$6.08M - $8.18M
|
26.2K
$5.56M
|
|