Latest Institutional Purchases of Morningstar, Inc. (MORN)
This list provides information on the latest institutional transactions involving Morningstar, Inc. (MORN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
139K+ 88.43% |
$28.9M - $31.6M
|
295K
$62.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
17.4KNew |
$3.63M - $3.97M
|
17.4K
$3.68M
|
|
|
Jan 28, 2026
Q4 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
17.4K+ 19.77% |
$3.63M - $3.97M
|
105K
$22.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.9K+ 368.34% |
$2.48M - $2.71M
|
15.1K
$3.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
11.7KNew |
$2.44M - $2.67M
|
11.7K
$2.48M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
10.8K+ 17.92% |
$2.25M - $2.46M
|
71K
$15.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
8.42K+ 12.74% |
$1.76M - $1.92M
|
74.5K
$15.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.76K+ 105.84% |
$1.2M - $1.31M
|
11.2K
$2.37M
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.93KNew |
$820K - $896K
|
3.93K
$832K
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
3.54KNew |
$738K - $807K
|
3.54K
$749K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.82K+ 91.37% |
$588K - $642K
|
5.9K
$1.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.2KNew |
$460K - $503K
|
2.2K
$467K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.18KNew |
$456K - $498K
|
2.18K
$463K
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
2.06K+ 122.97% |
$429K - $469K
|
3.73K
$790K
|
|
|
Jan 30, 2026
Q4 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.06K+ 24.99% |
$429K - $469K
|
10.3K
$2.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.98KNew |
$412K - $451K
|
1.98K
$419K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
1.94K+ 17.82% |
$405K - $442K
|
12.8K
$2.72M
|
|
|
Jan 28, 2026
Q4 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.9K+ 27.7% |
$397K - $434K
|
8.76K
$1.86M
|
|
|
Jan 21, 2026
Q4 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.47KNew |
$308K - $336K
|
1.47K
$312K
|
|
|
Jan 29, 2026
Q4 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.45KNew |
$303K - $331K
|
1.45K
$308K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.42KNew |
$297K - $325K
|
1.42K
$302K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.34KNew |
$280K - $306K
|
1.34K
$284K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.32KNew |
$276K - $301K
|
1.32K
$280K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.23K+ 45.53% |
$256K - $280K
|
3.92K
$831K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.17K+ 105.49% |
$245K - $267K
|
2.28K
$484K
|
|
|
Jan 30, 2026
Q4 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.13KNew |
$237K - $259K
|
1.13K
$240K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.04K+ 496.65% |
$217K - $237K
|
1.25K
$264K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
990New |
$207K - $226K
|
990
$210K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
948New |
$198K - $216K
|
948
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
902+ 2.91% |
$188K - $206K
|
31.9K
$6.76M
|
|
|
Jan 28, 2026
Q4 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
680+ 14.38% |
$142K - $155K
|
5.41K
$1.15M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
634+ 36.35% |
$132K - $145K
|
2.38K
$504K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
550+ 176.85% |
$115K - $126K
|
861
$182K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
515New |
$108K - $118K
|
515
$109K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
461+ 16.11% |
$96.3K - $105K
|
3.32K
$704K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
411+ 23.77% |
$85.8K - $93.8K
|
2.14K
$454K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
316+ 75.78% |
$66K - $72.1K
|
733
$155K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
269+ 13450.0% |
$56.2K - $61.4K
|
271
$57.4K
|
|
|
Jan 29, 2026
Q4 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
235+ 6.45% |
$49.1K - $53.6K
|
3.88K
$823K
|
|
|
Jan 27, 2026
Q4 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
219New |
$45.7K - $50K
|
219
$46.4K
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
BUY
|
- |
187+ 2.4% |
$39.1K - $42.7K
|
7.97K
$1.69M
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
120+ 9.46% |
$25.1K - $27.4K
|
1.39K
$294K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
116New |
$24.2K - $26.5K
|
116
$24.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
104+ 142.47% |
$21.7K - $23.7K
|
177
$37.5K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
103+ 40.23% |
$21.5K - $23.5K
|
359
$76.1K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
94+ 120.51% |
$19.6K - $21.5K
|
172
$36.5K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
87+ 5.3% |
$18.2K - $19.9K
|
1.73K
$366K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
61+ 3050.0% |
$12.7K - $13.9K
|
63
$13.4K
|
|
|
Jan 30, 2026
Q4 2025
|
Activest Wealth Management
|
BUY
|
- |
56New |
$11.7K - $12.8K
|
56
$11.9K
|
|
|
Jan 29, 2026
Q4 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
54+ 3.94% |
$11.3K - $12.3K
|
1.42K
$302K
|
|