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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-62- 5.64% |
$17.5K - $19.5K
|
1.04K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-5.79K- 6.78% |
$1.64M - $1.82M
|
79.6K
$26.2M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.7K+ 24.11% |
$763K - $851K
|
13.9K
$4.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
89.4K+ 3.65% |
$25.3M - $28.2M
|
2.54M
$834M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
62+ 4.28% |
$17.5K - $19.5K
|
1.51K
$496K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
705New |
$199K - $222K
|
705
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 25.0% |
$283 - $315
|
5
$1.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
854New |
$241K - $269K
|
854
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
771New |
$218K - $243K
|
771
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-6- 0.75% |
$1.7K - $1.89K
|
790
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-17- 26.98% |
$4.81K - $5.36K
|
46
$15.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
706+ 13.63% |
$200K - $222K
|
5.89K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
57New |
$16.1K - $18K
|
57
$18.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Creek Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 25.64% |
$283K - $315K
|
2.9K
$953K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-695- 8.34% |
$196K - $219K
|
7.64K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
72New |
$20.4K - $22.7K
|
72
$23.7K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.76K- 6.6% |
$497K - $554K
|
24.9K
$8.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 5.68% |
$2.83K - $3.15K
|
166
$54.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.53K- 6.72% |
$433K - $483K
|
21.3K
$6.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14+ 0.23% |
$3.96K - $4.41K
|
6.13K
$2.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20+ 6.15% |
$5.65K - $6.3K
|
345
$113K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13New |
$3.67K - $4.1K
|
13
$4.27K
|
|
|
Aug 06, 2024
Q2 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-23.7K- 25.01% |
$6.7M - $7.47M
|
71K
$23.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.43KNew |
$404K - $450K
|
1.43K
$469K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-32- 0.69% |
$9.04K - $10.1K
|
4.6K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
George Kaiser Family Foundation
|
BUY
|
- |
55+ 0.72% |
$15.5K - $17.3K
|
7.69K
$2.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
3.5KNew |
$989K - $1.1M
|
3.5K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
509+ 41.55% |
$144K - $160K
|
1.73K
$570K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
38.2KNew |
$10.8M - $12M
|
38.2K
$12.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
91+ 1.37% |
$25.7K - $28.7K
|
6.75K
$2.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-40- 0.89% |
$11.3K - $12.6K
|
4.46K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 3.33% |
$283 - $315
|
31
$10.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
24New |
$6.78K - $7.56K
|
24
$7.89K
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-730- 19.85% |
$206K - $230K
|
2.95K
$969K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
53New |
$15K - $16.7K
|
53
$17.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
117New |
$33.1K - $36.9K
|
117
$38.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
14+ 9.27% |
$3.96K - $4.41K
|
165
$54.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3New |
$848 - $945
|
3
$986
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
120New |
$33.9K - $37.8K
|
120
$39.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 35.0% |
$1.98K - $2.21K
|
27
$8.88K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 3.93% |
$1.98K - $2.21K
|
171
$56.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5.7KNew |
$1.61M - $1.8M
|
5.7K
$1.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$7.07K - $7.88K
|
25
$8.22K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
31.7KNew |
$8.95M - $9.97M
|
31.7K
$10.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-7.68K- 21.44% |
$2.17M - $2.42M
|
28.1K
$9.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-124- 5.63% |
$35K - $39.1K
|
2.08K
$684K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 2.56% |
$283 - $315
|
38
$12.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
163+ 13.22% |
$46.1K - $51.4K
|
1.4K
$459K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.88% |
$565 - $630
|
230
$75.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
400New |
$113K - $126K
|
400
$132K
|