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
Nov 29, 2023 Q3 2023
Alamar Capital Management, LLC

BUY
 -
517
+ 9.71%
$100K - $132K
5.84K $1.74M
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
96
New
$18.6K - $24.5K
96 $28.6K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
17
New
$3.3K - $4.34K
17 $5.07K
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
15
New
$2.91K - $3.83K
15 $4.47K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
11
New
$2.13K - $2.81K
11 $3.28K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
10
New
$1.94K - $2.55K
10 $2.98K
Oct 31, 2023 Q3 2023
Tobam

BUY
 -
3
New
$582 - $766
3 $894
Nov 14, 2023 Q3 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
1
New
$194 - $255
1 $298
Q2 2023
Aug 14, 2023 Q2 2023
Twinbeech Capital LP

Purchase, NY
BUY
 -
22.3K
New
$3.83M - $4.66M
22.3K $6.64M
Aug 14, 2023 Q2 2023
D. E. Shaw & Co., Inc.

New York, NY
BUY
 PUT
10K
New
$1.72M - $2.09M
10K $2.98M
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
3.43K
New
$590K - $717K
3.43K $1.02M
Aug 14, 2023 Q2 2023
Alps Advisors Inc

Denver, CO
BUY
 -
1.8K
+ 44.38%
$310K - $377K
5.87K $1.75M
Aug 11, 2023 Q2 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
863
+ 28.78%
$148K - $180K
3.86K $1.15M
Aug 14, 2023 Q2 2023
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
665
+ 4.04%
$114K - $139K
17.1K $5.11M
Aug 14, 2023 Q2 2023
Aigen Investment Management, LP

BUY
 -
493
+ 46.6%
$84.8K - $103K
1.55K $462K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
196
New
$33.7K - $41K
196 $58.4K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
152
+ 58.02%
$26.1K - $31.8K
414 $123K
Aug 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
13
New
$2.24K - $2.72K
13 $3.88K
Q1 2023
May 08, 2023 Q1 2023
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
392K
New
$71.1M - $101M
392K $117M
May 11, 2023 Q1 2023
M&G Investment Management LTD

London, X0
BUY
 -
16K
+ 12.74%
$2.9M - $4.11M
142K $42.3M
May 15, 2023 Q1 2023
Ubs Oconnor LLC

Chicago, IL
BUY
 -
10K
New
$1.81M - $2.57M
10K $2.98M
May 15, 2023 Q1 2023
Caxton Associates LP

New York, NY
BUY
 -
4.14K
New
$750K - $1.06M
4.14K $1.23M
May 03, 2023 Q1 2023
Van Eck Associates Corp

BUY
 -
2.29K
+ 283.5%
$414K - $586K
3.09K $921K
May 15, 2023 Q1 2023
Acrisure Capital Management, LLC

Austin, TX
BUY
 -
1.08K
New
$196K - $277K
1.08K $322K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
442
New
$80.1K - $113K
442 $132K
May 12, 2023 Q1 2023
Dark Forest Capital Management LP

Weston, CT
BUY
 -
273
+ 9100.0%
$49.5K - $70.1K
276 $82.3K
May 02, 2023 Q1 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
183
+ 3.0%
$33.2K - $47K
6.29K $1.88M
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
29
New
$5.26K - $7.44K
29 $8.65K
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
16
New
$2.9K - $4.11K
16 $4.77K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8
New
$1.45K - $2.05K
8 $2.38K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
5
New
$906 - $1.28K
5 $1.49K
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
286K
New
$59.7M - $71.4M
286K $85.1M
Jan 19, 2023 Q4 2022
Pendal Group LTD

BUY
 -
31.1K
+ 8.88%
$6.51M - $7.79M
382K $114M
Feb 14, 2023 Q4 2022
Lighthouse Investment Partners, LLC

Palm Beach Gardens, FL
BUY
 -
5.53K
New
$1.16M - $1.38M
5.53K $1.65M
Feb 14, 2023 Q4 2022
Point72 Middle East Fze

Stamford, CT
BUY
 -
1.34K
New
$281K - $336K
1.34K $400K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
980
New
$205K - $245K
980 $292K
Feb 13, 2023 Q4 2022
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
513
+ 29.21%
$107K - $128K
2.27K $676K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
331
New
$69.2K - $82.7K
331 $98.7K
May 24, 2023 Q4 2022
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
300
New
$62.7K - $75K
300 $89.4K
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
100
New
$20.9K - $25K
100 $29.8K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
65
+ 209.68%
$13.6K - $16.2K
96 $28.6K
Jan 25, 2023 Q4 2022
Riverview Trust CO

BUY
 -
57
New
$11.9K - $14.2K
57 $17K
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
39
+ 3.1%
$8.15K - $9.75K
1.3K $387K
Jan 27, 2023 Q4 2022
Btc Capital Management, Inc.

BUY
 -
25
+ 2.05%
$5.23K - $6.25K
1.25K $372K
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
11
New
$2.3K - $2.75K
11 $3.28K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
10
New
$2.09K - $2.5K
10 $2.98K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
2
New
$418 - $500
2 $596
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1
New
$209 - $250
1 $298
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
1
New
$209 - $250
1 $298

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