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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
674New |
$211K - $242K
|
674
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
662New |
$207K - $238K
|
662
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
659+ 3.09% |
$206K - $236K
|
22K
$6.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
654New |
$204K - $235K
|
654
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
635New |
$198K - $228K
|
635
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
634New |
$198K - $227K
|
634
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
623+ 69.3% |
$195K - $224K
|
1.52K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
617New |
$193K - $221K
|
617
$184K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
616New |
$193K - $221K
|
616
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
612New |
$191K - $220K
|
612
$182K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
610+ 13.61% |
$191K - $219K
|
5.09K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
610New |
$191K - $219K
|
610
$182K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
600New |
$188K - $215K
|
600
$179K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
600+ 1.11% |
$188K - $215K
|
54.8K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
588+ 18.86% |
$184K - $211K
|
3.71K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
579+ 43.34% |
$181K - $208K
|
1.92K
$571K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
576+ 25.66% |
$180K - $207K
|
2.82K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
554+ 60.61% |
$173K - $199K
|
1.47K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
530+ 37.43% |
$166K - $190K
|
1.95K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
490+ 942.31% |
$153K - $176K
|
542
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
487+ 40.31% |
$152K - $175K
|
1.7K
$505K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
472+ 12.38% |
$148K - $169K
|
4.28K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
466+ 257.46% |
$146K - $167K
|
647
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
436+ 63.28% |
$136K - $156K
|
1.13K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
429+ 41.45% |
$134K - $154K
|
1.46K
$436K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
408+ 3.76% |
$128K - $146K
|
11.3K
$3.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 6.7% |
$125K - $144K
|
6.37K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
399+ 3.09% |
$125K - $143K
|
13.3K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
393+ 27.52% |
$123K - $141K
|
1.82K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
373+ 11.37% |
$117K - $134K
|
3.66K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
361New |
$113K - $130K
|
361
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
315+ 1.39% |
$98.5K - $113K
|
23K
$6.85M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
303+ 3.42% |
$94.7K - $109K
|
9.17K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
294+ 41.82% |
$91.9K - $105K
|
997
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
284+ 1.55% |
$88.8K - $102K
|
18.6K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
280New |
$87.5K - $100K
|
280
$83.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
272+ 25.71% |
$85K - $97.6K
|
1.33K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
265+ 26.39% |
$82.8K - $95.1K
|
1.27K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
263+ 1.78% |
$82.2K - $94.4K
|
15.1K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
253+ 10.88% |
$79.1K - $90.8K
|
2.58K
$769K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
244+ 29.43% |
$76.3K - $87.5K
|
1.07K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
225+ 123.63% |
$70.3K - $80.7K
|
407
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
215New |
$67.2K - $77.1K
|
215
$64.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200+ 33.33% |
$62.5K - $71.8K
|
800
$238K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
191+ 13.15% |
$59.7K - $68.5K
|
1.64K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
181+ 4.92% |
$56.6K - $64.9K
|
3.86K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
171+ 0.68% |
$53.4K - $61.4K
|
25.3K
$7.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
165+ 10.71% |
$51.6K - $59.2K
|
1.71K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
165+ 3.13% |
$51.6K - $59.2K
|
5.43K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
163+ 4.96% |
$50.9K - $58.5K
|
3.45K
$1.03M
|