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 09, 2025 Q1 2025
Manchester Capital Management LLC

Manchester, VT
BUY
 -
1
+ 20.0%
$282 - $335
6 $1.27K
Apr 14, 2025 Q1 2025
Cedar Mountain Advisors, LLC

BUY
 -
1
+ 1.32%
$282 - $335
77 $16.3K
May 12, 2025 Q1 2025
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Feb 14, 2025 Q4 2024
Sw Investment Management LLC

Chicago, IL
BUY
 -
20K
New
$6.25M - $7.18M
20K $4.24M
Feb 14, 2025 Q4 2024
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
18.5K
+ 25.93%
$5.79M - $6.65M
90K $19.1M
Feb 05, 2025 Q4 2024
Proficio Capital Partners LLC

Newton, MA
BUY
 -
17.2K
New
$5.37M - $6.17M
17.2K $3.64M
Feb 12, 2025 Q4 2024
Waratah Capital Advisors Ltd.

Toronto, A6
BUY
 -
10.9K
New
$3.41M - $3.91M
10.9K $2.31M
Feb 14, 2025 Q4 2024
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
BUY
 -
8.62K
+ 547.68%
$2.69M - $3.09M
10.2K $2.16M
Feb 14, 2025 Q4 2024
Fieldview Capital Management, LLC

Niles, MI
BUY
 -
5.12K
New
$1.6M - $1.84M
5.12K $1.08M
Feb 06, 2025 Q4 2024
Bradyco, Inc.

Cambridge, MA
BUY
 -
4.86K
New
$1.52M - $1.75M
4.86K $1.03M
Feb 03, 2025 Q4 2024
Boston Financial Mangement LLC

Boston, MA
BUY
 -
4.3K
+ 6.98%
$1.34M - $1.54M
65.9K $14M
Feb 14, 2025 Q4 2024
Nomura Holdings Inc

Tokyo, M0
BUY
 -
3.59K
New
$1.12M - $1.29M
3.59K $760K
Feb 14, 2025 Q4 2024
Omers Administration Corp

Toronto, A6
BUY
 -
2.2K
New
$688K - $789K
2.2K $466K
Feb 04, 2025 Q4 2024
Illinois Municipal Retirement Fund

BUY
 -
2.09K
New
$652K - $748K
2.09K $442K
Feb 07, 2025 Q4 2024
Naviter Wealth, LLC

BUY
 -
1.54K
New
$481K - $553K
1.54K $326K
Jan 31, 2025 Q4 2024
Alberta Investment Management Corp

Edmonton, A0
BUY
 -
1.26K
New
$393K - $451K
1.26K $266K
Feb 12, 2025 Q4 2024
Rfg Bristol Wealth Advisors, LLC

Taunton, MA
BUY
 -
1.2K
New
$375K - $431K
1.2K $255K
Jan 03, 2025 Q4 2024
Everence Capital Management Inc

BUY
 -
700
New
$219K - $251K
700 $148K
Jan 24, 2025 Q4 2024
Longboard Asset Management, LP

Phoenix, AZ
BUY
 -
635
New
$198K - $228K
635 $135K
Feb 14, 2025 Q4 2024
Rafferty Asset Management, LLC

New York, NY
BUY
 -
617
New
$193K - $221K
617 $131K
Jan 16, 2025 Q4 2024
Willner & Heller, LLC

BUY
 -
616
New
$193K - $221K
616 $131K
Feb 13, 2025 Q4 2024
Corton Capital Inc.

Carrying Place, A6
BUY
 -
612
New
$191K - $220K
612 $130K
Feb 07, 2025 Q4 2024
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
610
New
$191K - $219K
610 $129K
Feb 11, 2025 Q4 2024
Running Point Capital Advisors, LLC

BUY
 -
600
New
$188K - $215K
600 $127K
Feb 14, 2025 Q4 2024
Boothbay Fund Management, LLC

New York, NY
BUY
 -
554
+ 60.61%
$173K - $199K
1.47K $311K
Feb 03, 2025 Q4 2024
Handelsbanken Fonder Ab

BUY
 -
400
+ 6.7%
$125K - $144K
6.37K $1.35M
Feb 13, 2025 Q4 2024
Mizuho Bank, Ltd.

Tokyo, M0
BUY
 -
280
New
$87.5K - $100K
280 $59.3K
Feb 10, 2025 Q4 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
265
+ 26.39%
$82.8K - $95.1K
1.27K $269K
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
244
+ 29.43%
$76.3K - $87.5K
1.07K $227K
Jan 21, 2025 Q4 2024
Cottonwood Capital Advisors, LLC

BUY
 -
127
+ 12.6%
$39.7K - $45.6K
1.14K $241K
Jan 22, 2025 Q4 2024
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
24
+ 3.14%
$7.5K - $8.61K
788 $167K
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
12
New
$3.75K - $4.31K
12 $2.54K
Feb 10, 2025 Q4 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
7
New
$2.19K - $2.51K
7 $1.48K
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2
+ 4.55%
$625 - $718
46 $9.75K
Jan 24, 2025 Q4 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
2
New
$625 - $718
2 $424
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
1
New
$313 - $359
1 $212
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1
+ 0.83%
$313 - $359
122 $25.9K
Q3 2024
Nov 12, 2025 Q3 2024
Norges Bank

Oslo, Q8
BUY
 -
28.6K
+ 9.62%
$8.45M - $9.32M
326K $69M
Nov 13, 2024 Q3 2024
Globeflex Capital L P

San Diego, CA
BUY
 -
8.84K
New
$2.61M - $2.88M
8.84K $1.87M
Oct 08, 2024 Q3 2024
Fcf Advisors LLC

BUY
 -
4.85K
New
$1.43M - $1.58M
4.85K $1.03M
Nov 14, 2024 Q3 2024
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
1.25K
New
$369K - $407K
1.25K $264K
Nov 14, 2024 Q3 2024
Walleye Capital LLC

Plymouth, MN
BUY
 -
944
New
$279K - $308K
944 $200K
Oct 29, 2024 Q3 2024
Cannon Global Investment Management, LLC

BUY
 -
900
New
$266K - $294K
900 $191K
Nov 14, 2024 Q3 2024
Marshall Wace, LLP

London, X0
BUY
 -
718
New
$212K - $234K
718 $152K
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
636
New
$188K - $208K
636 $135K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
345
+ 5.72%
$102K - $113K
6.38K $1.35M
Nov 14, 2024 Q3 2024
Elequin Capital LP

New York, NY
BUY
 -
93
New
$27.5K - $30.3K
93 $19.7K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
9
New
$2.66K - $2.94K
9 $1.91K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
8
New
$2.37K - $2.61K
8 $1.7K

Track Institutional and Insider Activities on MORN

Follow Morningstar, Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells MORN shares.

Notify only if

Insider Trading

Get notified when an Morningstar, Inc. insider buys or sells MORN shares.

Notify only if

News

Receive news related to Morningstar, Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on MORN