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
May 10, 2024 Q1 2024
Y Intercept (Hong Kong) LTD

BUY
 -
1.84K
New
$499K - $571K
1.84K $547K
May 14, 2024 Q1 2024
Maven Securities LTD

St Helier, Y9
BUY
 -
1.3K
New
$354K - $404K
1.3K $388K
May 14, 2024 Q1 2024
Pearl River Capital, LLC

Niles, MI
BUY
 -
1.17K
New
$319K - $365K
1.17K $350K
May 09, 2024 Q1 2024
Inceptionr LLC

Lafayette, CA
BUY
 -
1.14K
+ 103.72%
$311K - $355K
2.25K $670K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
1K
New
$272K - $311K
1K $298K
Apr 19, 2024 Q1 2024
Edge Financial Advisors LLC

Wheaton, IL
BUY
 -
798
New
$217K - $248K
798 $238K
Apr 02, 2024 Q1 2024
Symmetry Partners, LLC

BUY
 -
677
New
$184K - $210K
677 $202K
Apr 24, 2024 Q1 2024
Ritholtz Wealth Management

BUY
 -
651
New
$177K - $202K
651 $194K
May 13, 2024 Q1 2024
State Of Wyoming

Cheyenne, WY
BUY
 -
328
New
$89.2K - $102K
328 $97.8K
May 10, 2024 Q1 2024
Credit Suisse Ag

Zurich, V8
BUY
 -
328
+ 0.69%
$89.2K - $102K
47.9K $14.3M
Apr 09, 2024 Q1 2024
Rise Advisors, LLC

BUY
 -
76
New
$20.7K - $23.6K
76 $22.7K
May 02, 2024 Q1 2024
Fin Trust Capital Advisors, LLC

BUY
 -
24
New
$6.53K - $7.46K
24 $7.15K
Apr 16, 2024 Q1 2024
Webster Bank, N. A.

BUY
 -
22
New
$5.98K - $6.84K
22 $6.56K
May 14, 2024 Q1 2024
Macquarie Group LTD

Australia, C3
BUY
 -
16
New
$4.35K - $4.97K
16 $4.77K
Apr 30, 2024 Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
15
New
$4.08K - $4.66K
15 $4.47K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
13
New
$3.54K - $4.04K
13 $3.88K
Apr 15, 2024 Q1 2024
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
10
New
$2.72K - $3.11K
10 $2.98K
May 09, 2024 Q1 2024
Tortoise Investment Management, LLC

BUY
 -
9
New
$2.45K - $2.8K
9 $2.68K
Apr 12, 2024 Q1 2024
First Premier Bank

BUY
 -
7
New
$1.9K - $2.18K
7 $2.09K
May 07, 2024 Q1 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
6
New
$1.63K - $1.86K
6 $1.79K
May 01, 2024 Q1 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
4
New
$1.09K - $1.24K
4 $1.19K
Jul 22, 2024 Q1 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 50.0%
$544 - $621
6 $1.79K
Apr 19, 2024 Q1 2024
Albion Financial Group

BUY
 -
2
New
$544 - $621
2 $596
Q4 2023
Feb 12, 2024 Q4 2023
Evoke Wealth, LLC

BUY
 -
13K
New
$2.87M - $3.77M
13K $3.89M
Feb 13, 2024 Q4 2023
Peak6 Investments LLC

Chicago, IL
BUY
 -
10.7K
+ 405.5%
$2.35M - $3.09M
13.3K $3.97M
Jan 24, 2024 Q4 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
9.34K
New
$2.05M - $2.7M
9.34K $2.78M
Feb 14, 2024 Q4 2023
Point72 Europe (London) LLP

London, X0
BUY
 -
6.14K
New
$1.35M - $1.77M
6.14K $1.83M
Feb 14, 2024 Q4 2023
Gts Securities LLC

New York, NY
BUY
 -
928
+ 83.83%
$204K - $268K
2.04K $607K
Feb 14, 2024 Q4 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
912
New
$201K - $263K
912 $272K
Feb 07, 2024 Q4 2023
Mawer Investment Management Ltd.

Calgary, A0
BUY
 -
716
+ 8.93%
$158K - $207K
8.74K $2.6M
Jan 24, 2024 Q4 2023
Boit C F David

Boston, MA
BUY
 -
400
New
$88K - $116K
400 $119K
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
166
New
$36.5K - $48K
166 $49.5K
Feb 14, 2024 Q4 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
100
+ 4.0%
$22K - $28.9K
2.6K $775K
Feb 07, 2024 Q4 2023
Altshuler Shaham LTD

BUY
 -
66
New
$14.5K - $19.1K
66 $19.7K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
31
New
$6.82K - $8.96K
31 $9.24K
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
20
New
$4.4K - $5.78K
20 $5.96K
Feb 14, 2024 Q4 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
7
+ 58.33%
$1.54K - $2.02K
19 $5.66K
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
7
New
$1.54K - $2.02K
7 $2.09K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
5
New
$1.1K - $1.44K
5 $1.49K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
5
+ 6.76%
$1.1K - $1.44K
79 $23.6K
Jan 23, 2024 Q4 2023
Farmers & Merchants Investments Inc

BUY
 -
3
+ 60.0%
$660 - $867
8 $2.38K
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
1
New
$220 - $289
1 $298
Q3 2023
Nov 13, 2023 Q3 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
3.68K
New
$715K - $941K
3.68K $1.1M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
2.56K
New
$497K - $654K
2.56K $763K
Oct 19, 2023 Q3 2023
Gateway Investment Advisers LLC

BUY
 -
2.13K
New
$413K - $544K
2.13K $634K
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
1.35K
New
$262K - $345K
1.35K $403K
Nov 14, 2023 Q3 2023
Cubist Systematic Strategies, LLC

Stamford, CT
BUY
 CALL
1.3K
New
$252K - $332K
1.3K $388K
Oct 16, 2023 Q3 2023
Bard Financial Services, Inc.

BUY
 -
1K
New
$194K - $255K
1K $298K
Feb 22, 2024 Q3 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
802
+ 106.79%
$156K - $205K
1.55K $463K

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