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 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
204New |
$47.3K - $63.6K
|
204
$43.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200New |
$46.3K - $62.4K
|
200
$42.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
190+ 95.48% |
$44K - $59.3K
|
389
$82.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
156+ 17.47% |
$36.1K - $48.7K
|
1.05K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
137+ 6.69% |
$31.7K - $42.7K
|
2.19K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
130+ 3.86% |
$30.1K - $40.5K
|
3.5K
$742K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
116+ 84.67% |
$26.9K - $36.2K
|
253
$53.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
113+ 72.9% |
$26.2K - $35.2K
|
268
$56.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
112New |
$26K - $34.9K
|
112
$23.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
109+ 1.57% |
$25.3K - $34K
|
7.04K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
104+ 5.6% |
$24.1K - $32.4K
|
1.96K
$415K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
96+ 8.2% |
$22.2K - $29.9K
|
1.27K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
93New |
$21.5K - $29K
|
93
$19.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Amica Retiree Medical Trust
|
BUY
|
- |
91New |
$21.1K - $28.4K
|
91
$19.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
78New |
$18.1K - $24.3K
|
78
$16.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
78+ 1.82% |
$18.1K - $24.3K
|
4.36K
$925K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
67+ 2.67% |
$15.5K - $20.9K
|
2.58K
$547K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
66+ 3.54% |
$15.3K - $20.6K
|
1.93K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
63+ 2.03% |
$14.6K - $19.6K
|
3.17K
$672K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
61New |
$14.1K - $19K
|
61
$12.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
60New |
$13.9K - $18.7K
|
60
$12.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
58+ 54.21% |
$13.4K - $18.1K
|
165
$35K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
54+ 163.64% |
$12.5K - $16.8K
|
87
$18.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 1325.0% |
$12.3K - $16.5K
|
57
$12.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
53New |
$12.3K - $16.5K
|
53
$11.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52+ 140.54% |
$12K - $16.2K
|
89
$18.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
48+ 0.35% |
$11.1K - $15K
|
13.9K
$2.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
43+ 12.61% |
$9.96K - $13.4K
|
384
$81.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40+ 2.6% |
$9.27K - $12.5K
|
1.58K
$335K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
37+ 0.22% |
$8.57K - $11.5K
|
16.8K
$3.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
30+ 19.61% |
$6.95K - $9.36K
|
183
$38.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
29+ 0.29% |
$6.72K - $9.04K
|
10K
$2.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
27New |
$6.26K - $8.42K
|
27
$5.72K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
25New |
$5.79K - $7.8K
|
25
$5.3K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.84% |
$5.1K - $6.86K
|
2.65K
$561K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22+ 35.48% |
$5.1K - $6.86K
|
84
$17.8K
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
19New |
$4.4K - $5.93K
|
19
$4.03K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16+ 0.39% |
$3.71K - $4.99K
|
4.09K
$866K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15+ 1500.0% |
$3.48K - $4.68K
|
16
$3.39K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13New |
$3.01K - $4.05K
|
13
$2.76K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
10+ 0.02% |
$2.32K - $3.12K
|
56.6K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 33.33% |
$1.16K - $1.56K
|
20
$4.24K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
4New |
$927 - $1.25K
|
4
$848
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2+ 200.0% |
$463 - $624
|
3
$636
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2New |
$463 - $624
|
2
$424
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 10.0% |
$463 - $624
|
22
$4.66K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1+ 0.0% |
$232 - $312
|
25.5K
$5.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.92% |
$232 - $312
|
53
$11.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1New |
$232 - $312
|
1
$212
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$232 - $312
|
927
$196K
|
|