Latest Institutional Purchases of Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
7
+ 58.33%
$2.19K - $2.51K
19 $5.66K
Feb 13, 2025 Q4 2024
Claret Asset Management Corp

BUY
 -
5
+ 0.73%
$1.56K - $1.79K
693 $207K
Jan 16, 2025 Q4 2024
Mechanics Bank Trust Department

BUY
 -
5
+ 0.48%
$1.56K - $1.79K
1.05K $314K
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
5
+ 20.0%
$1.56K - $1.79K
30 $8.94K
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
5
New
$1.56K - $1.79K
5 $1.49K
Feb 13, 2025 Q4 2024
Panagora Asset Management Inc

Boston, MA
BUY
 -
4
+ 0.36%
$1.25K - $1.44K
1.12K $333K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
4
+ 3.77%
$1.25K - $1.44K
110 $32.8K
Feb 07, 2025 Q4 2024
Hexagon Capital Partners LLC

BUY
 -
3
New
$938 - $1.08K
3 $894
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
3
New
$938 - $1.08K
3 $894
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
3
+ 15.79%
$938 - $1.08K
22 $6.56K
Feb 14, 2025 Q4 2024
Caitong International Asset Management Co., LTD

Hong Kong, K3
BUY
 -
2
New
$625 - $718
2 $596
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2
+ 4.55%
$625 - $718
46 $13.7K
Jan 27, 2025 Q4 2024
Spectrum Asset Management, Inc.

BUY
 -
2
+ 0.11%
$625 - $718
1.81K $539K
Jan 24, 2025 Q4 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
2
New
$625 - $718
2 $596
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
2
+ 3.77%
$625 - $718
55 $16.4K
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
1
New
$313 - $359
1 $298
Feb 11, 2025 Q4 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
1
+ 14.29%
$313 - $359
8 $2.38K
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
1
New
$313 - $359
1 $298
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
1
+ 5.26%
$313 - $359
20 $5.96K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
1
+ 3.7%
$313 - $359
28 $8.35K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1
+ 0.83%
$313 - $359
122 $36.4K
Jan 13, 2025 Q4 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1
New
$313 - $359
1 $298
Feb 12, 2025 Q4 2024
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Jan 28, 2025 Q4 2024
Activest Wealth Management

BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Nov 14, 2024 Q3 2024
Canada Pension Plan Investment Board

Toronto Ontario, A6
BUY
 -
13K
+ 86.91%
$3.85M - $4.24M
28K $8.33M
Nov 12, 2024 Q3 2024
Campbell & CO Investment Adviser LLC

Baltimore, MD
BUY
 -
8.87K
New
$2.62M - $2.89M
8.87K $2.64M
Nov 13, 2024 Q3 2024
Globeflex Capital L P

San Diego, CA
BUY
 -
8.84K
New
$2.61M - $2.88M
8.84K $2.63M
Nov 08, 2024 Q3 2024
Intech Investment Management LLC

West Palm Beach, FL
BUY
 -
7.77K
New
$2.3M - $2.54M
7.77K $2.32M
Nov 12, 2024 Q3 2024
Trexquant Investment LP

Stamford, CT
BUY
 -
6.11K
+ 79.03%
$1.81M - $1.99M
13.8K $4.13M
Oct 08, 2024 Q3 2024
Fcf Advisors LLC

BUY
 -
4.85K
New
$1.43M - $1.58M
4.85K $1.45M
Nov 14, 2024 Q3 2024
Consolidated Press International Holdings LTD

Sydney, C3
BUY
 -
4.1K
New
$1.21M - $1.34M
4.1K $1.22M
Nov 20, 2024 Q3 2024
Virtu Financial LLC

New York, NY
BUY
 -
1.77K
New
$524K - $578K
1.77K $528K
Nov 14, 2024 Q3 2024
Nebula Research & Development LLC

New York, NY
BUY
 -
1.33K
New
$393K - $433K
1.33K $396K
Nov 14, 2024 Q3 2024
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
1.25K
New
$369K - $407K
1.25K $372K
Nov 14, 2024 Q3 2024
Walleye Capital LLC

Plymouth, MN
BUY
 -
944
New
$279K - $308K
944 $281K
Oct 29, 2024 Q3 2024
Angeles Wealth Management, LLC

BUY
 -
925
New
$274K - $302K
925 $276K
Oct 29, 2024 Q3 2024
Cannon Global Investment Management, LLC

BUY
 -
900
New
$266K - $294K
900 $268K
Nov 14, 2024 Q3 2024
Jefferies Financial Group Inc.

New York, NY
BUY
 -
817
+ 54.47%
$242K - $267K
2.32K $691K
Nov 12, 2024 Q3 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
810
New
$240K - $264K
810 $241K
Nov 14, 2024 Q3 2024
Marshall Wace, LLP

London, X0
BUY
 -
718
New
$212K - $234K
718 $214K
Nov 13, 2024 Q3 2024
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
664
New
$196K - $217K
664 $198K
Nov 14, 2024 Q3 2024
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
661
+ 16.06%
$196K - $216K
4.78K $1.42M
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
636
New
$188K - $208K
636 $190K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
345
+ 5.72%
$102K - $113K
6.38K $1.9M
Nov 07, 2024 Q3 2024
Meeder Asset Management Inc

BUY
 -
331
New
$97.9K - $108K
331 $98.7K
Nov 13, 2024 Q3 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
317
+ 33.16%
$93.8K - $103K
1.27K $380K
Nov 04, 2024 Q3 2024
State Of Michigan Retirement System

BUY
 -
100
+ 1.59%
$29.6K - $32.6K
6.4K $1.91M
Oct 23, 2024 Q3 2024
Louisiana State Employees Retirement System

BUY
 -
100
+ 1.35%
$29.6K - $32.6K
7.5K $2.24M
Nov 14, 2024 Q3 2024
Elequin Capital LP

New York, NY
BUY
 -
93
New
$27.5K - $30.3K
93 $27.7K

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