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
Feb 07, 2023 Q4 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
1
+ 0.07%
$209 - $250
1.52K $452K
Jan 11, 2023 Q4 2022
Cedar Mountain Advisors, LLC

BUY
 -
1
+ 1.33%
$209 - $250
76 $22.7K
Q3 2022
Aug 15, 2023 Q3 2022
Vgi Partners LTD

Sydney, Nsw, C3
BUY
 -
49.1K
New
$10.3M - $12.8M
49.1K $14.6M
Nov 14, 2022 Q3 2022
Voloridge Investment Management, LLC

Jupiter, FL
BUY
 -
5.86K
New
$1.23M - $1.52M
5.86K $1.75M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
4.09K
+ 5.48%
$858K - $1.06M
78.8K $23.5M
Nov 14, 2022 Q3 2022
Atlanta Capital Management CO L L C

Atlanta, GA
BUY
 -
2.57K
+ 0.25%
$540K - $668K
1.03M $307M
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
1.53K
New
$321K - $397K
1.53K $456K
Nov 09, 2022 Q3 2022
Group One Trading, L.P.

Chicago, IL
BUY
 -
850
New
$178K - $221K
850 $253K
Nov 14, 2022 Q3 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
297
+ 23.22%
$62.4K - $77.2K
1.58K $470K
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
120
New
$25.2K - $31.2K
120 $35.8K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
17
+ 36.96%
$3.57K - $4.42K
63 $18.8K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
13
New
$2.73K - $3.38K
13 $3.88K
Nov 14, 2022 Q3 2022
Standard Family Office LLC

Sioux Falls, SD
BUY
 -
9
New
$1.89K - $2.34K
9 $2.68K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
7
New
$1.47K - $1.82K
7 $2.09K
Q2 2022
Jul 06, 2022 Q2 2022
Farmer Steven Patrick

BUY
 -
74.1K
New
$16.6M - $21.6M
74.1K $22.1M
Aug 12, 2022 Q2 2022
Mirabella Financial Services LLP

London, X0
BUY
 -
1.63K
New
$365K - $476K
1.63K $487K
Aug 11, 2022 Q2 2022
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
948
New
$212K - $276K
948 $283K
Aug 09, 2022 Q2 2022
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
518
New
$116K - $151K
518 $154K
Aug 12, 2022 Q2 2022
Fil LTD

Hamilton, D0
BUY
 -
499
New
$112K - $145K
499 $149K
Aug 11, 2022 Q2 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
384
+ 24.68%
$85.9K - $112K
1.94K $578K
Aug 03, 2022 Q2 2022
Motive Wealth Advisors

BUY
 -
369
+ 6.4%
$82.5K - $107K
6.13K $1.83M
Aug 18, 2022 Q2 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
200
New
$44.7K - $58.2K
200 $59.6K
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
177
+ 6.66%
$39.6K - $51.5K
2.83K $845K
Aug 12, 2022 Q2 2022
Earnest Partners LLC

Atlanta, GA
BUY
 -
100
New
$22.4K - $29.1K
100 $29.8K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
84
New
$18.8K - $24.5K
84 $25K
Aug 10, 2022 Q2 2022
Fiera Capital Corp

Montreal, A8
BUY
 -
70
+ 1.66%
$15.7K - $20.4K
4.3K $1.28M
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
40
New
$8.94K - $11.6K
40 $11.9K
Jul 21, 2022 Q2 2022
Morton Brown Family Wealth, LLC

BUY
 -
16
New
$3.58K - $4.66K
16 $4.77K
Jul 13, 2022 Q2 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
3
New
$671 - $873
3 $894
Q1 2022
May 11, 2022 Q1 2022
Twin Tree Management, LP

Dallas, TX
BUY
 PUT
137K
New
$35.1M - $46.1M
137K $40.9M
May 16, 2022 Q1 2022
Pelham Capital Ltd.

London, X0
BUY
 -
76.6K
New
$19.6M - $25.7M
76.6K $22.8M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
991
New
$253K - $333K
991 $295K
Apr 28, 2022 Q1 2022
Deka Bank Deutsche Girozentrale

BUY
 -
516
+ 21.64%
$132K - $173K
2.9K $865K
May 09, 2022 Q1 2022
Proffitt & Goodson Inc

BUY
 -
135
New
$34.5K - $45.4K
135 $40.2K
Apr 20, 2022 Q1 2022
Bank Of New Hampshire

BUY
 -
76
New
$19.4K - $25.5K
76 $22.7K
May 16, 2022 Q1 2022
Fred Alger Management, LLC

New York, NY
BUY
 -
65
New
$16.6K - $21.8K
65 $19.4K
May 13, 2022 Q1 2022
Covington Capital Management

BUY
 -
50
+ 40.0%
$12.8K - $16.8K
175 $52.2K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
40
New
$10.2K - $13.4K
40 $11.9K
Q4 2021
Feb 11, 2022 Q4 2021
Kore Private Wealth LLC

New York, NY
BUY
 -
627
New
$160K - $217K
627 $187K
Feb 28, 2022 Q4 2021
Quent Capital, LLC

BUY
 -
141
New
$36K - $48.9K
141 $42K
Q3 2021
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
1.55K
New
$378K - $436K
1.55K $461K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
10
New
$2.44K - $2.81K
10 $2.98K
Q2 2021
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
26
New
$6.01K - $6.9K
26 $7.75K
Q1 2021
May 12, 2021 Q1 2021
Bradley & Co. Private Wealth Management, LLC

BUY
 -
83
New
$18K - $21K
83 $24.7K
Q4 2020
Feb 12, 2021 Q4 2020
Vontobel Holding Ltd.

BUY
 -
7K
New
$1.14M - $1.62M
7K $2.09M
Jun 15, 2021 Q4 2020
Heartland Bank & Trust CO

BUY
 -
1.13K
New
$184K - $262K
1.13K $337K
Feb 12, 2021 Q4 2020
Hsbc Holdings PLC

London, X0
BUY
 PUT
710
New
$116K - $164K
710 $212K
Q2 2020
Jul 17, 2020 Q2 2020
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
11.9K
New
$1.32M - $1.86M
11.9K $3.56M
Q1 2020
May 13, 2020 Q1 2020
F Dx Advisors, Inc.

BUY
 -
6.12K
New
$655K - $1.01M
6.12K $1.83M

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