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
Aug 01, 2024 Q2 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
38.2K
New
$10.8M - $12M
38.2K $8.1M
Jan 27, 2025 Q2 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
4.33K
+ 216450.0%
$1.22M - $1.36M
4.33K $918K
Aug 01, 2024 Q2 2024
Versor Investments LP

BUY
 -
3.5K
New
$989K - $1.1M
3.5K $742K
Aug 05, 2024 Q2 2024
Capula Management LTD

Grand Cayman, E9
BUY
 -
1.43K
New
$404K - $450K
1.43K $303K
Aug 12, 2024 Q2 2024
Seven Eight Capital, LP

BUY
 -
854
New
$241K - $269K
854 $181K
Aug 12, 2024 Q2 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
771
New
$218K - $243K
771 $163K
Jul 08, 2024 Q2 2024
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
400
New
$113K - $126K
400 $84.8K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

BUY
 -
120
New
$33.9K - $37.8K
120 $25.4K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
53
New
$15K - $16.7K
53 $11.2K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
25
New
$7.07K - $7.88K
25 $5.3K
Aug 07, 2024 Q2 2024
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
14
+ 0.23%
$3.96K - $4.41K
6.13K $1.3M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
13
New
$3.67K - $4.1K
13 $2.76K
Q1 2024
May 13, 2024 Q1 2024
Capitolis Liquid Global Markets LLC

New York, NY
BUY
 -
19K
New
$5.17M - $5.9M
19K $4.03M
May 10, 2024 Q1 2024
Ing Groep Nv

BUY
 -
14K
New
$3.81M - $4.35M
14K $2.97M
May 13, 2024 Q1 2024
Cibc World Markets Corp

New York, NY
BUY
 -
6.39K
New
$1.74M - $1.98M
6.39K $1.35M
Apr 23, 2024 Q1 2024
New Mexico Educational Retirement Board

BUY
 -
5.2K
New
$1.41M - $1.62M
5.2K $1.1M
May 14, 2024 Q1 2024
Peak6 Investments LLC

Chicago, IL
BUY
 CALL
3.9K
New
$1.06M - $1.21M
3.9K $827K
May 02, 2024 Q1 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
3.2K
New
$869K - $993K
3.2K $677K
Apr 26, 2024 Q1 2024
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
2.16K
+ 12723.53%
$588K - $672K
2.18K $462K
May 15, 2024 Q1 2024
Gts Securities LLC

New York, NY
BUY
 PUT
2K
+ 66.67%
$544K - $621K
5K $1.06M
May 14, 2024 Q1 2024
Maven Securities LTD

St Helier, Y9
BUY
 -
1.3K
New
$354K - $404K
1.3K $276K
May 14, 2024 Q1 2024
Pearl River Capital, LLC

Niles, MI
BUY
 -
1.17K
New
$319K - $365K
1.17K $249K
May 09, 2024 Q1 2024
Inceptionr LLC

Lafayette, CA
BUY
 -
1.14K
+ 103.72%
$311K - $355K
2.25K $476K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
1K
New
$272K - $311K
1K $212K
Apr 19, 2024 Q1 2024
Edge Financial Advisors LLC

Wheaton, IL
BUY
 -
798
New
$217K - $248K
798 $169K
Apr 02, 2024 Q1 2024
Symmetry Partners, LLC

BUY
 -
677
New
$184K - $210K
677 $143K
Apr 24, 2024 Q1 2024
Ritholtz Wealth Management

BUY
 -
651
New
$177K - $202K
651 $138K
May 10, 2024 Q1 2024
Credit Suisse Ag

Zurich, V8
BUY
 -
328
+ 0.69%
$89.2K - $102K
47.9K $10.2M
Apr 22, 2024 Q1 2024
First Purpose Wealth LLC

BUY
 -
225
+ 30.91%
$61.2K - $69.9K
953 $202K
May 02, 2024 Q1 2024
Fin Trust Capital Advisors, LLC

BUY
 -
24
New
$6.53K - $7.46K
24 $5.09K
Apr 16, 2024 Q1 2024
Webster Bank, N. A.

BUY
 -
22
New
$5.98K - $6.84K
22 $4.66K
Apr 30, 2024 Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
15
New
$4.08K - $4.66K
15 $3.18K
Apr 15, 2024 Q1 2024
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
10
New
$2.72K - $3.11K
10 $2.12K
Apr 12, 2024 Q1 2024
First Premier Bank

BUY
 -
7
New
$1.9K - $2.18K
7 $1.48K
May 01, 2024 Q1 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
4
New
$1.09K - $1.24K
4 $848
Apr 19, 2024 Q1 2024
Albion Financial Group

BUY
 -
2
New
$544 - $621
2 $424
Q4 2023
Feb 12, 2024 Q4 2023
Evoke Wealth, LLC

BUY
 -
13K
New
$2.87M - $3.77M
13K $2.76M
Feb 13, 2024 Q4 2023
Peak6 Investments LLC

Chicago, IL
BUY
 -
10.7K
+ 405.5%
$2.35M - $3.09M
13.3K $2.82M
Feb 14, 2024 Q4 2023
Point72 Europe (London) LLP

London, X0
BUY
 -
6.14K
New
$1.35M - $1.77M
6.14K $1.3M
Feb 14, 2024 Q4 2023
Gts Securities LLC

New York, NY
BUY
 -
928
+ 83.83%
$204K - $268K
2.04K $431K
Feb 14, 2024 Q4 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
912
New
$201K - $263K
912 $193K
Feb 07, 2024 Q4 2023
Mawer Investment Management Ltd.

Calgary, A0
BUY
 -
716
+ 8.93%
$158K - $207K
8.74K $1.85M
Jan 24, 2024 Q4 2023
Boit C F David

Boston, MA
BUY
 -
400
New
$88K - $116K
400 $84.8K
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
166
New
$36.5K - $48K
166 $35.2K
Feb 14, 2024 Q4 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
100
+ 4.0%
$22K - $28.9K
2.6K $551K
Feb 07, 2024 Q4 2023
Altshuler Shaham LTD

BUY
 -
66
New
$14.5K - $19.1K
66 $14K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
31
New
$6.82K - $8.96K
31 $6.57K
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
20
New
$4.4K - $5.78K
20 $4.24K
Feb 14, 2024 Q4 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
7
+ 58.33%
$1.54K - $2.02K
19 $4.03K

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