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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-818- 32.36% |
$190K - $255K
|
1.71K
$362K
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-467- 1.09% |
$108K - $146K
|
42.5K
$9.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 200.0% |
$927 - $1.25K
|
6
$1.27K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-19- 51.35% |
$4.4K - $5.93K
|
18
$3.82K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 1.67% |
$23.2K - $31.2K
|
5.9K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
14.8K+ 36.14% |
$3.43M - $4.62M
|
55.8K
$11.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-248- 11.92% |
$57.5K - $77.3K
|
1.83K
$388K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-100- 1.72% |
$23.2K - $31.2K
|
5.7K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
191+ 7.15% |
$44.3K - $59.6K
|
2.86K
$606K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
674+ 30.68% |
$156K - $210K
|
2.87K
$609K
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
48+ 0.35% |
$11.1K - $15K
|
13.9K
$2.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3+ 0.17% |
$695 - $936
|
1.82K
$385K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
52+ 346.67% |
$12K - $16.2K
|
67
$14.2K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-309- 1.76% |
$71.6K - $96.4K
|
17.2K
$3.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-561- 10.22% |
$130K - $175K
|
4.93K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.7K+ 854.16% |
$4.09M - $5.51M
|
19.7K
$4.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-24- 2.53% |
$5.56K - $7.49K
|
925
$196K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-125- 24.18% |
$29K - $39K
|
392
$83.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
13.6K+ 24.15% |
$3.16M - $4.25M
|
70K
$14.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-21- 2.27% |
$4.87K - $6.55K
|
903
$191K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 9.33% |
$162K - $218K
|
6.8K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.85K- 47.33% |
$429K - $578K
|
2.06K
$437K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.88K+ 67.54% |
$668K - $899K
|
7.15K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-99- 24.15% |
$22.9K - $30.9K
|
311
$65.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
67+ 2.67% |
$15.5K - $20.9K
|
2.58K
$547K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-10- 5.56% |
$2.32K - $3.12K
|
170
$36K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 13.33% |
$463 - $624
|
13
$2.76K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$232 - $312
|
2
$424
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.4KNew |
$556K - $749K
|
2.4K
$509K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.73K+ 128.22% |
$401K - $540K
|
3.08K
$653K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-7- 63.64% |
$1.62K - $2.18K
|
4
$848
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 10.0% |
$463 - $624
|
22
$4.66K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-4.71K- 5.09% |
$1.09M - $1.47M
|
87.9K
$18.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.72K- 62.78% |
$398K - $536K
|
1.02K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
96+ 8.2% |
$22.2K - $29.9K
|
1.27K
$269K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 2.78% |
$463 - $624
|
70
$14.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 8.33% |
$4.4K - $5.93K
|
247
$52.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-238- 20.95% |
$55.1K - $74.2K
|
898
$190K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.62K+ 155.23% |
$1.53M - $2.06M
|
10.9K
$2.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.41K+ 279.51% |
$790K - $1.06M
|
4.63K
$981K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.21K- 70.89% |
$976K - $1.31M
|
1.73K
$366K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
492+ 41.41% |
$114K - $153K
|
1.68K
$356K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 5.3% |
$4.87K - $6.55K
|
417
$88.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.31K- 14.62% |
$304K - $409K
|
7.65K
$1.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 33.33% |
$927 - $1.25K
|
8
$1.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.08K- 33.68% |
$1.41M - $1.9M
|
12K
$2.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 33.33% |
$232 - $312
|
2
$424
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-965- 7.92% |
$224K - $301K
|
11.2K
$2.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 2.0% |
$232 - $312
|
51
$10.8K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-2.21K- 31.13% |
$564K - $693K
|
4.89K
$1.04M
|
|