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 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-674- 6.33% |
$199K - $220K
|
9.97K
$2.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6New |
$1.78K - $1.96K
|
6
$1.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.77KNew |
$2.3M - $2.54M
|
7.77K
$2.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
331New |
$97.9K - $108K
|
331
$93.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-10- 0.1% |
$2.96K - $3.26K
|
9.79K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4New |
$1.18K - $1.31K
|
4
$1.13K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.59% |
$29.6K - $32.6K
|
6.4K
$1.81M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
$296 - $326
|
1
$283
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
9New |
$2.66K - $2.94K
|
9
$2.55K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$296 - $326
|
1
$283
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-315- 2.33% |
$93.2K - $103K
|
13.2K
$3.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
900New |
$266K - $294K
|
900
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
925New |
$274K - $302K
|
925
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.17% |
$296 - $326
|
25
$7.07K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12- 6.12% |
$3.55K - $3.92K
|
184
$52.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$296 - $326
|
1
$283
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-164- 17.75% |
$48.5K - $53.5K
|
760
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.35% |
$29.6K - $32.6K
|
7.5K
$2.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
345+ 5.72% |
$102K - $113K
|
6.38K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 71.42% |
$501K - $553K
|
678
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
636New |
$188K - $208K
|
636
$180K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
70+ 1.6% |
$20.7K - $22.8K
|
4.45K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
4.85KNew |
$1.43M - $1.58M
|
4.85K
$1.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
61+ 27.48% |
$18K - $19.9K
|
283
$80.1K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.07K+ 4.12% |
$302K - $337K
|
27K
$7.65M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.33K+ 216450.0% |
$1.22M - $1.36M
|
4.33K
$1.23M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14- 15.38% |
$3.96K - $4.41K
|
77
$21.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-11- 0.25% |
$3.11K - $3.47K
|
4.42K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
663+ 5.58% |
$187K - $209K
|
12.5K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
834New |
$236K - $263K
|
834
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 1.22% |
$2.54K - $2.84K
|
731
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
922New |
$261K - $290K
|
922
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-62- 5.64% |
$17.5K - $19.5K
|
1.04K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-5.79K- 6.78% |
$1.64M - $1.82M
|
79.6K
$22.5M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.7K+ 24.11% |
$763K - $851K
|
13.9K
$3.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
89.4K+ 3.65% |
$25.3M - $28.2M
|
2.54M
$718M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
62+ 4.28% |
$17.5K - $19.5K
|
1.51K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.41KNew |
$681K - $759K
|
2.41K
$682K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
854New |
$241K - $269K
|
854
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
771New |
$218K - $243K
|
771
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-17- 26.98% |
$4.81K - $5.36K
|
46
$13K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
72New |
$20.4K - $22.7K
|
72
$20.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Creek Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 25.64% |
$283K - $315K
|
2.9K
$821K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14+ 0.23% |
$3.96K - $4.41K
|
6.13K
$1.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20+ 6.15% |
$5.65K - $6.3K
|
345
$97.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.53K- 6.72% |
$433K - $483K
|
21.3K
$6.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13New |
$3.67K - $4.1K
|
13
$3.68K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-32- 0.69% |
$9.04K - $10.1K
|
4.6K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.43KNew |
$404K - $450K
|
1.43K
$404K
|
|
|
Aug 02, 2024
Q2 2024
|
George Kaiser Family Foundation
|
BUY
|
- |
55+ 0.72% |
$15.5K - $17.3K
|
7.69K
$2.18M
|
|