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 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.33K- 9.55% |
$341K - $419K
|
12.6K
$2.68M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.37K- 12.17% |
$604K - $743K
|
17.1K
$3.62M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 27.4% |
$14.6K - $17.9K
|
151
$32K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
139+ 17.89% |
$35.5K - $43.6K
|
916
$194K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
437New |
$112K - $137K
|
437
$92.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
641New |
$164K - $201K
|
641
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
990New |
$253K - $311K
|
990
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.3% |
$255 - $314
|
78
$16.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.43KNew |
$366K - $450K
|
1.43K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-4.83K- 76.95% |
$1.23M - $1.52M
|
1.45K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
660New |
$169K - $207K
|
660
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.12KNew |
$1.31M - $1.61M
|
5.12K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
852+ 39.39% |
$218K - $267K
|
3.02K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.14K- 82.61% |
$1.31M - $1.61M
|
1.08K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
200+ 4.88% |
$51.1K - $62.8K
|
4.3K
$911K
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
950New |
$243K - $298K
|
950
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$575K - $707K
|
2.25K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
711New |
$182K - $223K
|
711
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50.6KNew |
$12.9M - $15.9M
|
50.6K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tribune Investment Group LP
New York, NY |
SELL
|
- |
-8K- 22.22% |
$2.04M - $2.51M
|
28K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
868+ 56.29% |
$222K - $272K
|
2.41K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
51+ 7.36% |
$13K - $16K
|
744
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.4K- 7.97% |
$357K - $439K
|
16.1K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.15K+ 207.45% |
$1.31M - $1.62M
|
7.63K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.2KNew |
$5.16M - $6.35M
|
20.2K
$4.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8.5K+ 45.76% |
$2.17M - $2.67M
|
27.1K
$5.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
783+ 5.9% |
$200K - $246K
|
14K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 100.0% |
$255 - $314
|
2
$424
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-17.9K- 58.07% |
$4.58M - $5.63M
|
12.9K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
171+ 4.72% |
$43.7K - $53.7K
|
3.79K
$804K
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
162K+ 22716.41% |
$41.4M - $50.8M
|
163K
$34.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$255 - $314
|
1
$212
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 18.45% |
$51.1K - $62.8K
|
884
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-15- 0.62% |
$3.83K - $4.71K
|
2.39K
$507K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 5.8% |
$5.11K - $6.28K
|
325
$68.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-627- 41.2% |
$160K - $197K
|
895
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
184New |
$47K - $57.8K
|
184
$39K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
17KNew |
$4.35M - $5.34M
|
17K
$3.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
343+ 11.59% |
$87.6K - $108K
|
3.3K
$700K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
295+ 24.28% |
$75.3K - $92.6K
|
1.51K
$320K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-405- 38.06% |
$103K - $127K
|
659
$140K
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
140+ 14.49% |
$35.7K - $44K
|
1.11K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.72K+ 111.91% |
$950K - $1.17M
|
7.05K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$511 - $628
|
2
$424
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
646New |
$165K - $203K
|
646
$137K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20+ 1.16% |
$5.11K - $6.28K
|
1.74K
$369K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$511 - $628
|
2
$424
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$255 - $314
|
1
$212
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23+ 13.45% |
$5.87K - $7.22K
|
194
$41.1K
|
|