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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.9K+ 113.99% |
$2.99M - $4.03M
|
24.2K
$5.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
12.7K+ 81.91% |
$2.94M - $3.96M
|
28.2K
$5.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.7K+ 138.85% |
$2.71M - $3.65M
|
20.1K
$4.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
10.2K+ 7.86% |
$2.35M - $3.17M
|
139K
$29.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.3KNew |
$2.15M - $2.9M
|
9.3K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
8.77K+ 311.07% |
$2.03M - $2.73M
|
11.6K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.2K+ 95.35% |
$1.9M - $2.56M
|
16.8K
$3.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.38KNew |
$1.71M - $2.3M
|
7.38K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
6.97K+ 37.76% |
$1.62M - $2.17M
|
25.4K
$5.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.95K+ 74.3% |
$1.61M - $2.17M
|
16.3K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
6.8K+ 57.87% |
$1.58M - $2.12M
|
18.6K
$3.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.75K+ 6.48% |
$1.56M - $2.1M
|
111K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
6.55K+ 17.24% |
$1.52M - $2.04M
|
44.5K
$9.44M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.46K+ 28.21% |
$1.5M - $2.02M
|
29.4K
$6.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
6.25K+ 284.14% |
$1.45M - $1.95M
|
8.45K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.07K+ 3506.94% |
$1.41M - $1.89M
|
6.24K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.9K+ 13.36% |
$1.37M - $1.84M
|
50K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
5.3K+ 530.0% |
$1.23M - $1.65M
|
6.3K
$1.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.26K+ 45.82% |
$1.22M - $1.64M
|
16.7K
$3.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
5.03K+ 17.22% |
$1.17M - $1.57M
|
34.2K
$7.26M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.03K+ 32.85% |
$1.17M - $1.57M
|
20.3K
$4.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.96K+ 33.27% |
$1.15M - $1.55M
|
19.9K
$4.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.73KNew |
$1.1M - $1.48M
|
4.73K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
4.45K+ 4.09% |
$1.03M - $1.39M
|
113K
$24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
4.19KNew |
$970K - $1.31M
|
4.19K
$888K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.97KNew |
$920K - $1.24M
|
3.97K
$842K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.88K+ 176.43% |
$899K - $1.21M
|
6.08K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.87K+ 220.19% |
$897K - $1.21M
|
5.63K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.86KNew |
$895K - $1.2M
|
3.86K
$819K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.68KNew |
$853K - $1.15M
|
3.68K
$781K
|
|
|
Nov 14, 2025
Q3 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
3.64KNew |
$843K - $1.13M
|
3.64K
$771K
|
|
|
Nov 13, 2025
Q3 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.6KNew |
$834K - $1.12M
|
3.6K
$763K
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.5K+ 127.61% |
$812K - $1.09M
|
6.25K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
3.45KNew |
$799K - $1.08M
|
3.45K
$731K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.42K+ 75.9% |
$792K - $1.07M
|
7.93K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.41K+ 279.51% |
$790K - $1.06M
|
4.63K
$981K
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.06KNew |
$708K - $953K
|
3.06K
$648K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.95K+ 271.57% |
$684K - $921K
|
4.04K
$856K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.88K+ 67.54% |
$668K - $899K
|
7.15K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.72K+ 67.34% |
$630K - $848K
|
6.76K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.62K+ 23.41% |
$607K - $817K
|
13.8K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.51KNew |
$581K - $782K
|
2.51K
$531K
|
|
|
Nov 14, 2025
Q3 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
2.5KNew |
$578K - $778K
|
2.5K
$529K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.4KNew |
$556K - $749K
|
2.4K
$509K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.4K+ 37.93% |
$555K - $747K
|
8.71K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.39KNew |
$553K - $744K
|
2.39K
$506K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2.2K+ 70.97% |
$510K - $686K
|
5.3K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.17K+ 35.99% |
$503K - $677K
|
8.2K
$1.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.08K+ 20.72% |
$483K - $650K
|
12.1K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.84K+ 48.45% |
$426K - $574K
|
5.64K
$1.19M
|
|