You just can’t see it yet because it’s NOT a banking, financial, or economic crisis… it’s far worse and threatens every dollar in your retirement account.

MORN Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 45.70%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $125,518,085.88

Morningstar Insider Trading History Chart

Morningstar Share Price & Price History

^$241.44

▲ +4.56 (1.93%)

As of 01/27/2023 01:00 AM ET

Days: 30 | 90 | 365

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Morningstar Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
1/3/2023	Joseph D Mansueto	Chairman	Sell	2,859	$217.86	$622,861.74	11,668,225
12/27/2022	Joseph D Mansueto	Chairman	Sell	4,357	$212.95	$927,823.15	11,685,804
12/23/2022	Joseph D Mansueto	Chairman	Sell	1,406	$214.32	$301,333.92	11,690,161
12/21/2022	Joseph D Mansueto	Chairman	Sell	14,500	$214.21	$3,106,045.00	11,697,930
12/19/2022	Joseph D Mansueto	Chairman	Sell	14,500	$214.43	$3,109,235.00	11,715,230
12/14/2022	Joseph D Mansueto	Chairman	Sell	1,260	$232.98	$293,554.80	11,729,730
12/12/2022	Joseph D Mansueto	Chairman	Sell	800	$232.60	$186,080.00	11,741,495
12/9/2022	Joseph D Mansueto	Chairman	Sell	946	$235.86	$223,123.56	11,742,295
12/6/2022	Joseph D Mansueto	Chairman	Sell	120	$239.94	$28,792.80	11,811,958
12/2/2022	Joseph D Mansueto	Chairman	Sell	5,400	$249.69	$1,348,326.00	12,412,078
11/30/2022	Joseph D Mansueto	Chairman	Sell	7,525	$241.43	$1,816,760.75	12,425,331
11/28/2022	Joseph D Mansueto	Chairman	Sell	121	$245.55	$29,711.55	12,433,637
11/25/2022	Joseph D Mansueto	Chairman	Sell	5,400	$246.32	$1,330,128.00	12,433,758
11/23/2022	Joseph D Mansueto	Chairman	Sell	6,700	$245.89	$1,647,463.00	12,439,158
11/21/2022	Joseph D Mansueto	Chairman	Sell	10,394	$239.72	$2,491,649.68	12,452,275
11/18/2022	Joseph D Mansueto	Chairman	Sell	2,531	$240.50	$608,705.50	12,462,669
11/14/2022	Joseph D Mansueto	Chairman	Sell	1,061	$244.93	$259,870.73	12,479,519
11/11/2022	Joseph D Mansueto	Chairman	Sell	7,531	$245.30	$1,847,354.30	12,480,580
11/9/2022	Joseph D Mansueto	Chairman	Sell	503	$234.84	$118,124.52	12,500,908
11/7/2022	Joseph D Mansueto	Chairman	Sell	2,365	$231.38	$547,213.70	12,511,300
11/4/2022	Joseph D Mansueto	Chairman	Sell	10,560	$230.63	$2,435,452.80	12,513,665
10/3/2022	Joseph D Mansueto	Chairman	Sell	51	$214.68	$10,948.68	12,223,200
9/30/2022	Joseph D Mansueto	Chairman	Sell	2,940	$214.53	$630,718.20	12,223,251
9/28/2022	Joseph D Mansueto	Chairman	Sell	8,820	$214.60	$1,892,772.00	12,227,568
9/26/2022	Joseph D Mansueto	Chairman	Sell	305	$215.02	$65,581.10	12,242,138
9/23/2022	Joseph D Mansueto	Chairman	Sell	100	$216.17	$21,617.00	12,242,443
9/21/2022	Joseph D Mansueto	Chairman	Sell	4,970	$225.43	$1,120,387.10	12,242,563
9/19/2022	Joseph D Mansueto	Chairman	Sell	4,502	$223.84	$1,007,727.68	12,259,521
9/16/2022	Joseph D Mansueto	Chairman	Sell	600	$226.82	$136,092.00	12,264,023
9/14/2022	Joseph D Mansueto	Chairman	Sell	3,195	$233.34	$745,521.30	12,265,733
9/12/2022	Joseph D Mansueto	Chairman	Sell	8,747	$246.17	$2,153,248.99	12,268,928
9/8/2022	Joseph D Mansueto	Chairman	Sell	7,000	$239.43	$1,676,010.00	12,285,684
8/29/2022	Joseph D Mansueto	Chairman	Sell	7,154	$231.66	$1,657,295.64	12,332,309
8/25/2022	Joseph D Mansueto	Chairman	Sell	10,293	$236.41	$2,433,368.13	12,340,603
8/23/2022	Joseph D Mansueto	Chairman	Sell	180	$239.04	$43,027.20	12,359,381
8/12/2022	Joseph D Mansueto	Chairman	Sell	5,777	$256.11	$1,479,547.47	12,372,041
8/10/2022	Joseph D Mansueto	Chairman	Sell	10,529	$255.32	$2,688,264.28	12,378,813
8/8/2022	William M. Lyons	Director	Sell	2,500	$249.92	$624,800.00	15,833
8/3/2022	Joseph D Mansueto	Chairman	Sell	14,500	$245.43	$3,558,735.00	12,408,580
8/1/2022	Joseph D Mansueto	Chairman	Sell	120	$254.35	$30,522.00	12,423,080
6/17/2022	Joseph D Mansueto	Chairman	Sell	45	$228.07	$10,263.15	12,423,200
6/14/2022	Joseph D Mansueto	Chairman	Sell	14,500	$226.60	$3,285,700.00	12,437,745
6/6/2022	Joseph D Mansueto	Chairman	Sell	4,582	$246.40	$1,129,004.80	12,466,126
6/2/2022	Joseph D Mansueto	Chairman	Sell	9,882	$251.67	$2,487,002.94	12,470,708
5/31/2022	Joseph D Mansueto	Chairman	Sell	120	$261.84	$31,420.80	12,482,662
5/27/2022	Joseph D Mansueto	Chairman	Sell	7,705	$260.70	$2,008,693.50	12,482,782
5/25/2022	Joseph D Mansueto	Chairman	Sell	10,377	$245.62	$2,548,798.74	12,498,651
5/23/2022	Joseph D Mansueto	Chairman	Sell	10,627	$246.59	$2,620,511.93	12,509,028
5/19/2022	Caroline J. Tsay	Director	Sell	369	$227.53	$83,958.57	6,344
5/19/2022	Joseph D Mansueto	Chairman	Sell	11,846	$236.18	$2,797,788.28	12,529,784
5/16/2022	Joseph D Mansueto	Chairman	Sell	800	$242.19	$193,752.00	12,553,048
5/16/2022	Robin Diamonte	Director	Sell	600	$241.00	$144,600.00	8,467
5/12/2022	Joseph D Mansueto	Chairman	Sell	7,345	$233.73	$1,716,746.85	12,568,348
5/10/2022	Joseph D Mansueto	Chairman	Sell	12,385	$236.94	$2,934,501.90	12,579,299
5/6/2022	Joseph D Mansueto	Chairman	Sell	100	$251.71	$25,171.00	12,591,684
5/4/2022	Joseph D Mansueto	Chairman	Sell	9,007	$258.12	$2,324,886.84	12,591,784
5/2/2022	Joseph D Mansueto	Chairman	Sell	9,309	$252.70	$2,352,384.30	12,613,891
4/4/2022	Joseph D Mansueto	Chairman	Sell	15,077	$273.34	$4,121,147.18	12,623,200
4/1/2022	Joseph D Mansueto	Chairman	Sell	2,200	$272.60	$599,720.00	12,638,277
3/30/2022	Joseph D Mansueto	Chairman	Sell	13,614	$280.21	$3,814,778.94
3/28/2022	Joseph D Mansueto	Chairman	Sell	8,976	$271.92	$2,440,753.92
3/24/2022	Joseph D Mansueto	Chairman	Sell	11,429	$268.72	$3,071,200.88
3/21/2022	Joseph D Mansueto	Chairman	Sell	3,506	$281.97	$988,586.82
3/18/2022	Joseph D Mansueto	Chairman	Sell	14,025	$280.29	$3,931,067.25
3/16/2022	Joseph D Mansueto	Chairman	Sell	17,688	$267.10	$4,724,464.80
3/14/2022	Joseph D Mansueto	Chairman	Sell	13,618	$262.12	$3,569,550.16
3/11/2022	Joseph D Mansueto	Chairman	Sell	9,683	$263.62	$2,552,632.46
3/9/2022	Joseph D Mansueto	Chairman	Sell	11,937	$268.78	$3,208,426.86
3/7/2022	Joseph D Mansueto	Chairman	Sell	579	$266.43	$154,262.97
3/3/2022	Joseph D Mansueto	Chairman	Sell	11,922	$271.40	$3,235,630.80
3/1/2022	Jason Dubinsky	CFO	Sell	1,500	$280.04	$420,060.00
2/24/2022	Joseph D Mansueto	Chairman	Sell	13,499	$265.26	$3,580,744.74
2/22/2022	Joseph D Mansueto	Chairman	Sell	4,545	$273.14	$1,241,421.30
2/18/2022	Joseph D Mansueto	Chairman	Sell	9,819	$273.85	$2,688,933.15
2/14/2022	Joseph D Mansueto	Chairman	Sell	700	$284.79	$199,353.00
2/11/2022	Joseph D Mansueto	Chairman	Sell	5,149	$294.49	$1,516,329.01
2/7/2022	Joseph D Mansueto	Chairman	Sell	12,171	$295.48	$3,596,287.08
2/3/2022	Joseph D Mansueto	Chairman	Sell	950	$294.24	$279,528.00
2/1/2022	Joseph D Mansueto	Chairman	Sell	12,629	$287.61	$3,632,226.69
1/24/2022	Joseph D Mansueto	Chairman	Sell	1,116	$281.22	$313,841.52
1/20/2022	Joseph D Mansueto	Chairman	Sell	3,457	$292.00	$1,009,444.00
1/18/2022	Joseph D Mansueto	Chairman	Sell	100	$295.19	$29,519.00
1/13/2022	Joseph D Mansueto	Chairman	Sell	1,334	$318.31	$424,625.54
1/11/2022	Joseph D Mansueto	Chairman	Sell	18,030	$304.84	$5,496,265.20
1/5/2022	Joseph D Mansueto	Chairman	Sell	1,619	$335.30	$542,850.70
1/3/2022	Joseph D Mansueto	Chairman	Sell	1,850	$341.35	$631,497.50
12/29/2021	Joseph D Mansueto	Chairman	Sell	8,449	$345.58	$2,919,805.42
12/27/2021	Joseph D Mansueto	Chairman	Sell	8,859	$343.99	$3,047,407.41
12/22/2021	Joseph D Mansueto	Chairman	Sell	10,000	$336.36	$3,363,600.00
12/20/2021	Joseph D Mansueto	Chairman	Sell	1,100	$330.12	$363,132.00
12/17/2021	Joseph D Mansueto	Chairman	Sell	9,021	$335.73	$3,028,620.33
12/15/2021	Joseph D Mansueto	Chairman	Sell	13,591	$327.89	$4,456,352.99
12/13/2021	Joseph D Mansueto	Chairman	Sell	9,277	$323.89	$3,004,727.53
12/10/2021	Joseph D Mansueto	Chairman	Sell	10,516	$321.34	$3,379,211.44
12/8/2021	Joseph D Mansueto	Chairman	Sell	8,053	$322.97	$2,600,877.41
12/6/2021	Joseph D Mansueto	Chairman	Sell	10,898	$314.54	$3,427,856.92
12/3/2021	Joseph D Mansueto	Chairman	Sell	648	$320.71	$207,820.08
11/29/2021	Joseph D Mansueto	Chairman	Sell	10,825	$318.39	$3,446,571.75
11/24/2021	Joseph D Mansueto	Chairman	Sell	7,437	$318.22	$2,366,602.14
11/22/2021	Jason Dubinsky	CFO	Sell	3,007	$318.96	$959,112.72
11/22/2021	Joseph D Mansueto	Chairman	Sell	1,776	$323.58	$574,678.08
11/19/2021	Joseph D Mansueto	Chairman	Sell	7,778	$325.02	$2,528,005.56
11/17/2021	Joseph D Mansueto	Chairman	Sell	5,258	$320.94	$1,687,502.52
11/15/2021	Joseph D Mansueto	Chairman	Sell	2,462	$317.29	$781,167.98
11/12/2021	Joseph D Mansueto	Chairman	Sell	8,915	$317.34	$2,829,086.10
11/11/2021	Steven N. Kaplan	Director	Sell	1,000	$312.87	$312,870.00
11/10/2021	Joseph D Mansueto	Chairman	Sell	9,509	$312.46	$2,971,182.14
11/8/2021	Joseph D Mansueto	Chairman	Sell	4,792	$312.17	$1,495,918.64
11/5/2021	Joseph D Mansueto	Chairman	Sell	2,213	$314.44	$695,855.72
11/3/2021	Joseph D Mansueto	Chairman	Sell	5,751	$311.00	$1,788,561.00
11/1/2021	Joseph D Mansueto	Chairman	Sell	2,812	$315.83	$888,113.96
10/18/2021	Joseph D Mansueto	Chairman	Sell	3,719	$275.08	$1,023,022.52
10/15/2021	Joseph D Mansueto	Chairman	Sell	7,400	$273.77	$2,025,898.00
10/13/2021	Joseph D Mansueto	Chairman	Sell	8,292	$267.49	$2,218,027.08
10/11/2021	Joseph D Mansueto	Chairman	Sell	4,547	$273.17	$1,242,103.99
10/7/2021	Joseph D Mansueto	Chairman	Sell	11,036	$271.06	$2,991,418.16
10/5/2021	Joseph D Mansueto	Chairman	Sell	10,322	$260.68	$2,690,738.96
10/1/2021	Joseph D Mansueto	Chairman	Sell	9,880	$260.36	$2,572,356.80
9/29/2021	Joseph D Mansueto	Chairman	Sell	3,437	$268.92	$924,278.04
9/27/2021	Joseph D Mansueto	Chairman	Sell	250	$277.68	$69,420.00
9/24/2021	Joseph D Mansueto	Chairman	Sell	9,634	$278.18	$2,679,986.12
9/22/2021	Joseph D Mansueto	Chairman	Sell	9,036	$272.78	$2,464,840.08
9/20/2021	Joseph D Mansueto	Chairman	Sell	1,195	$275.12	$328,768.40
9/17/2021	Joseph D Mansueto	Chairman	Sell	2,946	$275.39	$811,298.94
9/15/2021	Joseph D Mansueto	Chairman	Sell	8,000	$275.08	$2,200,640.00
9/13/2021	Joseph D Mansueto	Chairman	Sell	353	$278.13	$98,179.89	13,619,424
9/9/2021	Joseph D Mansueto	Chairman	Sell	7,886	$282.34	$2,226,533.24
9/7/2021	Joseph D Mansueto	Chairman	Sell	9,297	$279.82	$2,601,486.54
9/3/2021	Joseph D. Mansueto	Chairman	Sell	9,500	$278.47	$2,645,465.00	13,660,696
9/1/2021	Joseph D. Mansueto	Chairman	Sell	11,641	$273.38	$3,182,416.58	13,684,955
8/30/2021	Joseph D Mansueto	Chairman	Sell	11,194	$264.85	$2,964,730.90
8/27/2021	Joseph D. Mansueto	Chairman	Sell	3,162	$262.68	$830,594.16	13,709,699
8/25/2021	Joseph D Mansueto	Chairman	Sell	7,900	$264.81	$2,091,999.00	13,723,229
8/23/2021	Joseph D. Mansueto	Chairman	Sell	7,733	$262.47	$2,029,680.51	18,241,938
8/20/2021	Joseph D Mansueto	Chairman	Sell	8,834	$262.22	$2,316,451.48
8/18/2021	Joseph D Mansueto	Chairman	Sell	350	$263.33	$92,165.50
8/16/2021	Joseph D. Mansueto	Chairman	Sell	10,505	$265.38	$2,787,816.90	18,269,880
8/13/2021	Joseph D Mansueto	Chairman	Sell	7,209	$260.53	$1,878,160.77
8/11/2021	Joseph D Mansueto	Chairman	Sell	7,455	$261.29	$1,947,916.95
8/11/2021	Steven N. Kaplan	Director	Sell	1,000	$261.94	$261,940.00
8/9/2021	Joseph D. Mansueto	Chairman	Sell	9,251	$263.11	$2,434,030.61	18,292,977
8/6/2021	Joseph D Mansueto	Chairman	Sell	9,218	$261.22	$2,407,925.96
8/4/2021	Joseph D Mansueto	Chairman	Sell	15,722	$267.45	$4,204,848.90	18,328,227
8/2/2021	Caroline J. Tsay	Director	Sell	466	$253.23	$118,005.18	6,034
8/2/2021	Joseph D Mansueto	Chairman	Sell	15,746	$256.81	$4,043,730.26	18,356,405
7/22/2021	Joseph D. Mansueto	Chairman	Sell	15	$252.07	$3,781.05	18,367,460
7/20/2021	Joseph D Mansueto	Chairman	Sell	10,781	$250.78	$2,703,659.18
7/16/2021	Joseph D Mansueto	Chairman	Sell	10,203	$247.80	$2,528,303.40
7/14/2021	Joseph D Mansueto	Chairman	Sell	253	$249.93	$63,232.29	18,390,263
7/12/2021	Joseph D. Mansueto	Chairman	Sell	7,249	$252.81	$1,832,619.69	18,401,472
7/9/2021	Joseph D Mansueto	Chairman	Sell	7,829	$252.24	$1,974,786.96
7/6/2021	Joseph D Mansueto	Chairman	Sell	9,155	$257.12	$2,353,933.60
7/2/2021	Joseph D Mansueto	Chairman	Sell	11,823	$255.90	$3,025,505.70	18,437,691
6/30/2021	Joseph D Mansueto	Chairman	Sell	11,064	$257.07	$2,844,222.48
6/28/2021	Joseph D Mansueto	Chairman	Sell	8,620	$251.04	$2,163,964.80	18,475,891
6/25/2021	Joseph D Mansueto	Chairman	Sell	11,654	$248.12	$2,891,590.48	18,475,891
6/23/2021	Joseph D. Mansueto	Chairman	Sell	6,611	$247.74	$1,637,809.14	18,482,397
6/21/2021	Joseph D Mansueto	Chairman	Sell	9,789	$246.12	$2,409,268.68	18,507,114
6/18/2021	Joseph D Mansueto	Chairman	Sell	5,569	$243.55	$1,356,329.95	18,521,897
6/16/2021	Joseph D Mansueto	Chairman	Sell	9,556	$238.44	$2,278,532.64	18,539,272
6/14/2021	Joseph D Mansueto	Chairman	Sell	8,588	$237.42	$2,038,962.96	18,562,363
6/11/2021	Joseph D Mansueto	Chairman	Sell	10,240	$235.58	$2,412,339.20	18,562,363
6/9/2021	Joseph D Mansueto	Chairman	Sell	11,031	$231.52	$2,553,897.12	18,579,640
6/7/2021	Joseph D Mansueto	Chairman	Sell	3,976	$233.46	$928,236.96	18,594,151
6/4/2021	Joseph D Mansueto	Chairman	Sell	8,649	$232.80	$2,013,487.20	18,605,478
6/2/2021	Joseph D Mansueto	Major Shareholder	Sell	12,208	$233.61	$2,851,910.88	18,605,478
5/28/2021	Joseph D Mansueto	Chairman	Sell	10,722	$236.12	$2,531,678.64	18,638,632
5/26/2021	Joseph D Mansueto	Chairman	Sell	871	$235.71	$205,303.41	18,651,386
5/24/2021	Joseph D Mansueto	Chairman	Sell	11,498	$236.59	$2,720,311.82	18,670,266
5/20/2021	Joseph D Mansueto	Chairman	Sell	17,286	$237.12	$4,098,856.32	18,691,206
5/18/2021	Joseph D Mansueto	Chairman	Sell	275	$242.16	$66,594.00	18,691,836
5/13/2021	Joseph D Mansueto	Chairman	Sell	10,376	$245.53	$2,547,619.28	18,707,549
5/10/2021	Joseph D Mansueto	Chairman	Sell	2,256	$261.82	$590,665.92	18,721,160
5/7/2021	Joseph D. Mansueto	Chairman	Sell	8,266	$261.65	$2,162,798.90	18,721,160
5/5/2021	Joseph D Mansueto	Chairman	Sell	10,488	$263.35	$2,762,014.80	18,725,232
5/3/2021	Joseph D. Mansueto	Chairman	Sell	17,032	$264.46	$4,504,282.72	18,740,886
5/3/2021	Robin Diamonte	Director	Sell	250	$264.75	$66,187.50	8,027
4/23/2021	Bevin Desmond	Insider	Sell	3,000	$245.01	$735,030.00	26,326
4/5/2021	Joseph D Mansueto	Chairman	Sell	12,026	$236.53	$2,844,509.78	18,768,302
3/31/2021	Joseph D Mansueto	Chairman	Sell	8,133	$227.33	$1,848,874.89	18,785,142
3/29/2021	Joseph D Mansueto	Chairman	Sell	8,149	$226.00	$1,841,674.00	18,798,387
3/26/2021	Joseph D Mansueto	Chairman	Sell	11,620	$225.42	$2,619,380.40	18,817,585
3/24/2021	Joseph D Mansueto	Chairman	Sell	255	$233.00	$59,415.00	18,828,327
3/22/2021	Joseph D Mansueto	Chairman	Sell	260	$236.45	$61,477.00	18,843,603
3/19/2021	Joseph D Mansueto	Chairman	Sell	16,005	$237.76	$3,805,348.80	18,843,603
3/17/2021	Joseph D Mansueto	Chairman	Sell	10,498	$241.28	$2,532,957.44	18,853,197
3/15/2021	Joseph D Mansueto	Chairman	Sell	14,168	$247.98	$3,513,380.64	18,873,011
3/11/2021	Joseph D Mansueto	Chairman	Sell	10,266	$243.84	$2,503,261.44	18,884,149
3/9/2021	Joseph D Mansueto	Chairman	Sell	13,808	$242.03	$3,341,950.24	18,916,584
3/1/2021	Joseph D Mansueto	Chairman	Sell	11,463	$229.86	$2,634,885.18	18,986,532
2/25/2021	Joseph D Mansueto	Chairman	Sell	3,609	$224.69	$810,906.21	19,004,727
2/23/2021	Bevin Desmond	Insider	Sell	3,000	$228.48	$685,440.00
2/23/2021	Jason Dubinsky	CFO	Sell	4,211	$227.93	$959,813.23
2/19/2021	Joseph D Mansueto	Chairman	Sell	6,580	$248.60	$1,635,788.00	19,006,762
2/17/2021	Joseph D Mansueto	Chairman	Sell	256	$251.63	$64,417.28	19,025,120
2/10/2021	Joseph D Mansueto	Chairman	Sell	11,138	$239.43	$2,666,771.34	19,093,304
2/8/2021	Joseph D Mansueto	Major Shareholder	Sell	17,771	$239.77	$4,260,952.67	19,093,304
2/3/2021	Joseph D Mansueto	Chairman	Sell	142	$244.08	$34,659.36	19,125,506
12/23/2020	Joseph D Mansueto	Chairman	Sell	10,657	$223.16	$2,378,216.12	19,264,113
12/21/2020	Joseph D Mansueto	Chairman	Sell	293	$221.86	$65,004.98	19,276,541
12/16/2020	Joseph D Mansueto	Chairman	Sell	10,507	$211.66	$2,223,911.62	19,320,081
12/14/2020	Joseph D Mansueto	Chairman	Sell	13,577	$209.59	$2,845,603.43	19,349,135
12/11/2020	Joseph D Mansueto	Chairman	Sell	17,238	$204.60	$3,526,894.80	19,349,135
12/9/2020	Joseph D Mansueto	Chairman	Sell	13,904	$202.10	$2,809,998.40	19,381,885
12/7/2020	Joseph D Mansueto	Chairman	Sell	20,525	$201.31	$4,131,887.75	19,418,784
12/4/2020	Joseph D Mansueto	Chairman	Sell	8,959	$201.93	$1,809,090.87	19,484,260
12/2/2020	Joseph D Mansueto	Chairman	Sell	8,861	$202.58	$1,795,061.38	19,502,473
12/2/2020	William M. Lyons	Director	Sell	1,158	$202.33	$234,298.14	18,194
11/30/2020	Joseph D Mansueto	Chairman	Sell	12,398	$200.03	$2,479,971.94	19,522,150
11/27/2020	Joseph D Mansueto	Chairman	Sell	9,926	$198.10	$1,966,340.60	19,522,150
11/25/2020	Joseph D Mansueto	Chairman	Sell	7,736	$197.79	$1,530,103.44	19,536,074
11/23/2020	Joseph D Mansueto	Chairman	Sell	141	$202.26	$28,518.66	19,556,550
11/19/2020	Joseph D Mansueto	Major Shareholder	Sell	9,453	$199.68	$1,887,575.04	19,556,550
11/16/2020	Joseph D Mansueto	Chairman	Sell	1,881	$205.92	$387,335.52	19,578,731
11/13/2020	Joseph D Mansueto	Major Shareholder	Sell	7,443	$206.40	$1,536,235.20
11/11/2020	Joseph D Mansueto	Major Shareholder	Sell	31,144	$213.30	$6,643,015.20
11/9/2020	Joseph D Mansueto	Chairman	Sell	17,030	$212.86	$3,625,005.80	19,644,137
11/5/2020	Joseph D Mansueto	Major Shareholder	Sell	25,823	$206.41	$5,330,125.43
11/3/2020	Joseph D Mansueto	Major Shareholder	Sell	28,768	$195.58	$5,626,445.44	19,702,136
11/2/2020	Gail S. Landis	Director	Sell	1,382	$189.72	$262,193.04	3,963
10/5/2020	Joseph D Mansueto	Chairman	Sell	12,783	$163.64	$2,091,810.12	19,726,852
10/2/2020	Joseph D Mansueto	Chairman	Sell	17,337	$163.64	$2,837,026.68	19,726,852
9/30/2020	Joseph D Mansueto	Chairman	Sell	12,756	$160.34	$2,045,297.04	19,762,835
9/28/2020	Joseph D Mansueto	Chairman	Sell	11,301	$158.21	$1,787,931.21	19,779,933
9/25/2020	Joseph D Mansueto	Chairman	Sell	12,682	$154.04	$1,953,535.28	19,799,709
9/23/2020	Joseph D Mansueto	Chairman	Sell	9,216	$155.14	$1,429,770.24	19,833,324
9/21/2020	Joseph D Mansueto	Major Shareholder	Sell	11,001	$157.63	$1,734,087.63	19,845,626
9/18/2020	Joseph D Mansueto	Chairman	Sell	8,899	$157.99	$1,405,953.01	19,845,626
9/16/2020	Joseph D Mansueto	Chairman	Sell	9,082	$161.92	$1,470,557.44	19,858,867
9/10/2020	Joseph D Mansueto	Chairman	Sell	8,498	$159.56	$1,355,940.88	19,910,824
9/8/2020	Joseph D Mansueto	Chairman	Sell	2,815	$156.70	$441,110.50	19,913,739
9/4/2020	Joseph D Mansueto	Chairman	Sell	2,250	$158.72	$357,120.00	19,913,739
9/2/2020	Joseph D Mansueto	Chairman	Sell	11,373	$164.17	$1,867,105.41	19,916,384
8/31/2020	Joseph D Mansueto	Chairman	Sell	4,498	$161.06	$724,447.88	19,946,061
8/28/2020	Joseph D Mansueto	Major Shareholder	Sell	18,809	$162.18	$3,050,443.62
8/26/2020	Joseph D Mansueto	Chairman	Sell	10,260	$161.02	$1,652,065.20	19,986,824
8/24/2020	Joseph D Mansueto	Chairman	Sell	8,371	$156.38	$1,309,056.98	20,004,597
8/21/2020	Joseph D Mansueto	Chairman	Sell	9,084	$157.24	$1,428,368.16	20,004,597
8/19/2020	Joseph D Mansueto	Chairman	Sell	10,566	$156.97	$1,658,545.02	20,018,762
8/14/2020	Joseph D Mansueto	Chairman	Sell	8,458	$157.70	$1,333,826.60	20,057,437
8/12/2020	Joseph D Mansueto	Chairman	Sell	8,358	$159.39	$1,332,181.62	20,074,363
8/10/2020	Joseph D Mansueto	Chairman	Sell	123	$159.88	$19,665.24	20,081,096
8/7/2020	Joseph D Mansueto	Chairman	Sell	679	$162.49	$110,330.71	20,081,096
8/5/2020	Joseph D Mansueto	Chairman	Sell	6,742	$163.28	$1,100,833.76	20,092,073
6/30/2020	Joseph D Mansueto	Major Shareholder	Sell	21,481	$141.17	$3,032,472.77	20,126,680
6/26/2020	Joseph D Mansueto	Major Shareholder	Sell	31,472	$143.56	$4,518,120.32
6/22/2020	Joseph D Mansueto	Chairman	Sell	2,803	$150.78	$422,636.34	20,163,743
6/19/2020	Joseph D Mansueto	Chairman	Sell	10,322	$150.99	$1,558,518.78	20,177,445
6/17/2020	Joseph D Mansueto	Major Shareholder	Sell	22,354	$150.28	$3,359,359.12	20,206,576
6/15/2020	Joseph D Mansueto	Major Shareholder	Sell	20,710	$145.15	$3,006,056.50	20,206,576
6/9/2020	Joseph D Mansueto	Major Shareholder	Sell	22,683	$149.75	$3,396,779.25
6/4/2020	Joseph D Mansueto	Chairman	Sell	847	$153.12	$129,692.64	20,263,465
6/1/2020	Joseph D Mansueto	Chairman	Sell	11,035	$153.68	$1,695,858.80	20,295,585
5/29/2020	Joseph D Mansueto	Chairman	Sell	13,079	$151.34	$1,979,375.86	20,295,585
5/27/2020	Joseph D Mansueto	Chairman	Sell	11,003	$143.07	$1,574,199.21	20,326,216
5/20/2020	Joseph D Mansueto	Chairman	Sell	13,055	$141.88	$1,852,243.40	20,374,004
5/11/2020	Joseph D Mansueto	Chairman	Sell	9,520	$144.71	$1,377,639.20	20,469,570
5/8/2020	Joseph D Mansueto	Chairman	Sell	11,024	$144.03	$1,587,786.72	20,469,570
5/4/2020	Joseph D Mansueto	Chairman	Sell	1,367	$150.82	$206,170.94	20,501,063
5/1/2020	Cheryl A Francis	Director	Sell	874	$151.83	$132,699.42	32,458
4/13/2020	Joseph D Mansueto	Chairman	Sell	2,371	$124.07	$294,169.97	20,503,719
4/8/2020	Joseph D Mansueto	Chairman	Sell	11,798	$121.96	$1,438,884.08	29,528,046
4/6/2020	Joseph D Mansueto	Chairman	Sell	15,574	$114.10	$1,776,993.40	20,557,794
4/3/2020	Joseph D Mansueto	Chairman	Sell	1,116	$112.03	$125,025.48	20,559,425
4/1/2020	Joseph D Mansueto	Chairman	Sell	10,725	$115.61	$1,239,917.25	20,571,931
3/30/2020	Joseph D Mansueto	Chairman	Sell	10,928	$117.02	$1,278,794.56	20,601,527
3/27/2020	Joseph D Mansueto	Chairman	Sell	10,734	$119.44	$1,282,068.96	20,601,527
3/25/2020	Joseph D Mansueto	Chairman	Sell	15,452	$120.34	$1,859,493.68	20,634,345
3/23/2020	Joseph D Mansueto	Chairman	Sell	17,033	$107.93	$1,838,371.69	20,663,296
3/19/2020	Joseph D Mansueto	Chairman	Sell	15,587	$110.07	$1,715,661.09	20,687,950
3/13/2020	Joseph D Mansueto	Chairman	Sell	20,985	$117.38	$2,463,219.30	20,727,787
3/6/2020	Joseph D Mansueto	Chairman	Sell	5,893	$139.71	$823,311.03	20,744,062
2/24/2020	Joseph D Mansueto	Chairman	Sell	33	$160.63	$5,300.79	20,803,463
2/20/2020	Joseph D Mansueto	Chairman	Sell	8,483	$165.11	$1,400,628.13	20,803,922
2/18/2020	Joseph D Mansueto	Chairman	Sell	9,213	$160.20	$1,475,922.60	20,829,098
2/12/2020	Joseph D Mansueto	Chairman	Sell	6,827	$156.65	$1,069,449.55	20,852,478
2/10/2020	Joseph D Mansueto	Chairman	Sell	7,142	$157.05	$1,121,651.10	20,865,670
2/7/2020	Joseph D Mansueto	Chairman	Sell	500	$157.86	$78,930.00	20,865,670
2/3/2020	Joseph D Mansueto	Chairman	Sell	8,500	$160.22	$1,361,870.00	20,902,283

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SEC Filings (Institutional Ownership Changes) for Morningstar (NASDAQ:MORN)

54.79% of Morningstar stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Morningstar Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
1/27/2023	M&G Investment Management Ltd.	125,730	$27.28M	0.1%	+26.0%	0.296%
1/26/2023	Baker Tilly Wealth Management LLC	3,636	$0.79M	0.1%	-5.4%	0.009%
1/25/2023	Whittier Trust Co.	141	$31K	0.0%	+76.3%	0.000%
1/24/2023	Pallas Capital Advisors LLC	6,107	$1.47M	0.1%	+2.4%	0.014%
1/24/2023	National Bank of Canada FI	32,202	$6.98M	0.0%	-45.6%	0.076%
1/24/2023	Xponance Inc.	3,120	$0.68M	0.0%	+15.3%	0.007%
1/23/2023	Allspring Global Investments Holdings LLC	232,220	$50.30M	0.1%	+131.8%	0.547%
1/23/2023	Scout Investments Inc.	62,662	$13.57M	0.3%	N/A	0.148%
1/23/2023	Cardinal Capital Management	10,535	$2.28M	0.5%	+0.9%	0.025%
1/20/2023	Vestmark Advisory Solutions Inc.	2,242	$0.49M	0.0%	+8.8%	0.005%
1/20/2023	Chicago Capital LLC	67,213	$14.56M	0.8%	-3.5%	0.158%
1/19/2023	Pendal Group Ltd	381,928	$82.72M	0.7%	+8.9%	0.900%
1/19/2023	Procyon Advisors LLC	1,202	$0.26M	0.0%	-21.3%	0.003%
1/18/2023	Maryland State Retirement & Pension System	1,914	$0.42M	0.0%	N/A	0.005%
1/18/2023	Bank of Stockton	5,948	$1.29M	0.5%	-4.6%	0.014%
1/13/2023	Copeland Capital Management LLC	94,003	$20.36M	0.5%	+54.5%	0.221%
1/13/2023	Allworth Financial LP	150	$32K	0.0%	+70.5%	0.000%
1/12/2023	YHB Investment Advisors Inc.	19,103	$4.14M	0.4%	-1.9%	0.045%
1/12/2023	State of Alaska Department of Revenue	12,072	$2.61M	0.0%	+6.2%	0.028%
1/11/2023	North Star Investment Management Corp.	612	$0.13M	0.0%	-14.0%	0.001%
1/10/2023	UMB Bank n.a.	475	$0.10M	0.0%	-34.5%	0.001%
1/4/2023	Confluence Investment Management LLC	71,729	$15.54M	0.2%	-1.8%	0.169%
12/8/2022	Bank of New York Mellon Corp	289,155	$61.39M	0.0%	-2.6%	0.681%
11/21/2022	California State Teachers Retirement System	31,941	$6.78M	0.0%	-2.3%	0.075%
11/18/2022	Alamar Capital Management LLC	7,424	$1.58M	1.8%	-9.8%	0.017%
11/17/2022	CENTRAL TRUST Co	130	$28K	0.0%	-53.1%	0.000%
11/17/2022	M&T Bank Corp	9,729	$2.07M	0.0%	-0.7%	0.023%
11/17/2022	Grandeur Peak Global Advisors LLC	4,197	$0.89M	0.1%	-33.1%	0.010%
11/16/2022	Kayne Anderson Rudnick Investment Management LLC	1,003,530	$213.07M	0.7%	-1.7%	2.364%
11/16/2022	Captrust Financial Advisors	13,674	$2.90M	0.0%	+35.1%	0.032%
11/16/2022	Arbor Capital Management Inc. ADV	4,074	$0.90M	0.8%	+1.5%	0.010%
11/16/2022	Baird Financial Group Inc.	1,398	$0.30M	0.0%	N/A	0.003%
11/16/2022	Kensington Investment Counsel LLC	8,913	$1.89M	1.6%	+0.6%	0.021%
11/16/2022	BNP Paribas Arbitrage SNC	8,197	$1.74M	0.0%	-23.2%	0.019%
11/16/2022	Ashford Capital Management Inc.	6,608	$1.40M	0.2%	+3.5%	0.016%
11/15/2022	Neuberger Berman Group LLC	8,872	$1.88M	0.0%	-6.9%	0.021%
11/15/2022	Alliancebernstein L.P.	9,540	$2.03M	0.0%	-1.4%	0.022%
11/15/2022	State Street Corp	388,294	$82.44M	0.0%	+2.9%	0.915%
11/15/2022	Public Employees Retirement System of Ohio	12,828	$2.72M	0.0%	+0.9%	0.030%
11/15/2022	Algert Global LLC	13,666	$2.90M	0.2%	+209.1%	0.032%
11/15/2022	Two Sigma Advisers LP	6,600	$1.40M	0.0%	-8.3%	0.016%
11/15/2022	Two Sigma Investments LP	2,700	$0.57M	0.0%	N/A	0.006%
11/15/2022	UBS Asset Management Americas Inc.	43,563	$9.25M	0.0%	+1.6%	0.103%
11/15/2022	Vanguard Group Inc.	2,439,021	$517.85M	0.0%	+1.3%	5.746%
11/15/2022	Pathstone Family Office LLC	962	$0.21M	0.0%	N/A	0.002%
11/15/2022	Price T Rowe Associates Inc. MD	30,461	$6.47M	0.0%	+206.8%	0.072%
11/15/2022	Praesidium Investment Management Company LLC	327,284	$69.49M	6.8%	+9.8%	0.771%
11/15/2022	Marshall Wace LLP	1,859	$0.40M	0.0%	N/A	0.004%
11/15/2022	Ensign Peak Advisors Inc	4,430	$0.94M	0.0%	+18.1%	0.010%
11/15/2022	First Trust Advisors LP	13,389	$2.84M	0.0%	-2.1%	0.032%
11/15/2022	Bank of New York Mellon Corp	289,155	$61.39M	0.0%	-2.6%	0.681%
11/15/2022	BlackRock Inc.	1,052,474	$223.46M	0.0%	-1.0%	2.479%
11/15/2022	Commonwealth Equity Services LLC	5,065	$1.08M	0.0%	+191.3%	0.012%
11/14/2022	Macquarie Group Ltd.	248	$0.13M	0.0%	-58.5%	0.001%
11/14/2022	Segall Bryant & Hamill LLC	50,167	$10.65M	0.1%	+28.3%	0.118%
11/14/2022	Royal Bank of Canada	2,953	$0.63M	0.0%	-57.7%	0.007%
11/14/2022	Eaton Vance Management	78,754	$16.72M	0.0%	+5.5%	0.186%
11/14/2022	Cubist Systematic Strategies LLC	2,192	$0.47M	0.0%	-26.9%	0.005%
11/14/2022	Fiduciary Trust Co.	2,501	$0.53M	0.0%	+2.0%	0.006%
11/14/2022	Renaissance Technologies LLC	369,070	$78.36M	0.1%	-6.4%	0.870%
11/14/2022	Lazard Asset Management LLC	97,424	$20.69M	0.0%	-12.9%	0.230%
11/14/2022	Regal Partners Ltd	49,119	$10.43M	2.0%	-11.7%	0.116%
11/14/2022	MML Investors Services LLC	2,339	$0.50M	0.0%	+3.9%	0.006%
11/14/2022	Nuveen Asset Management LLC	91,005	$19.32M	0.0%	-1.3%	0.214%
11/14/2022	Healthcare of Ontario Pension Plan Trust Fund	25,079	$5.33M	0.0%	+1,655.0%	0.059%
11/14/2022	Aviva PLC	6,922	$1.47M	0.0%	-17.1%	0.016%
11/14/2022	Veritable L.P.	3,888	$0.83M	0.0%	-5.8%	0.009%
11/14/2022	Shell Asset Management Co.	1,578	$0.34M	0.0%	-20.8%	0.004%
11/14/2022	Pictet Asset Management SA	1,692	$0.36M	0.0%	+10.6%	0.004%
11/14/2022	Oppenheimer Asset Management Inc.	8,930	$1.90M	0.0%	-5.0%	0.021%
11/10/2022	Envestnet Asset Management Inc.	13,440	$2.85M	0.0%	+4.5%	0.032%
11/10/2022	Intech Investment Management LLC	4,035	$0.86M	0.0%	N/A	0.010%
11/10/2022	Credit Suisse AG	31,761	$6.74M	0.0%	+0.9%	0.075%
11/10/2022	Quadrant Capital Group LLC	381	$81K	0.0%	-23.5%	0.001%
11/10/2022	Connectus Wealth LLC	1,516	$0.32M	0.0%	+49.5%	0.004%
11/10/2022	Redmond Asset Management LLC	8,500	$1.81M	0.7%	+37.3%	0.020%
11/10/2022	ExodusPoint Capital Management LP	3,677	$0.78M	0.0%	-88.3%	0.009%
11/10/2022	Dimensional Fund Advisors LP	305,888	$64.95M	0.0%	+0.0%	0.721%
11/10/2022	Tower Research Capital LLC TRC	1,094	$0.23M	0.0%	+1,284.8%	0.003%
11/10/2022	UBS Group AG	6,295	$1.34M	0.0%	-54.9%	0.015%
11/10/2022	Artisan Partners Limited Partnership	358,330	$76.08M	0.1%	-1.2%	0.844%
11/9/2022	Amalgamated Bank	5,545	$1.18M	0.0%	-5.6%	0.013%
11/9/2022	Massachusetts Financial Services Co. MA	485,572	$103.10M	0.0%	+0.1%	1.144%
11/9/2022	Legacy Advisors LLC	1,827	$0.39M	0.1%	+32.4%	0.004%
11/9/2022	California Public Employees Retirement System	53,259	$11.31M	0.0%	+3.8%	0.125%
11/8/2022	Fisher Asset Management LLC	28,844	$6.12M	0.0%	+4.6%	0.068%
11/8/2022	State Board of Administration of Florida Retirement System	26,661	$5.66M	0.0%	+0.2%	0.063%
11/8/2022	Ceera Investments LLC	12,660	$2.69M	1.8%	-2.7%	0.030%
11/8/2022	Treasurer of the State of North Carolina	10,652	$2.26M	0.0%	+1.2%	0.025%
11/8/2022	New York State Common Retirement Fund	108,971	$23.14M	0.0%	-0.4%	0.257%
11/8/2022	Quantinno Capital Management LP	1,405	$0.30M	0.0%	+24.7%	0.003%
11/7/2022	Cullen Frost Bankers Inc.	200	$42K	0.0%	N/A	0.000%
11/7/2022	Pallas Capital Advisors LLC	5,964	$1.37M	0.2%	-44.0%	0.014%
11/7/2022	Nisa Investment Advisors LLC	2,269	$0.49M	0.0%	+48.6%	0.005%
11/7/2022	Quantbot Technologies LP	2,508	$0.53M	0.0%	+1,653.8%	0.006%
11/4/2022	Commerce Bank	13,973	$2.97M	0.0%	-0.3%	0.033%
11/4/2022	George Kaiser Family Foundation	15,095	$3.21M	0.6%	+11.0%	0.036%
11/4/2022	Prudential Financial Inc.	51,116	$10.91M	0.0%	-2.5%	0.120%
11/4/2022	Southeast Asset Advisors Inc.	30,213	$6.42M	1.1%	+1.2%	0.071%
11/4/2022	Asset Management One Co. Ltd.	49,106	$10.45M	0.1%	+1.7%	0.116%

Data available starting January 2016

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

Today's Range

Now: $241.44

$235.30

$243.12

50 Day Range

MA: $231.41

$209.58

$249.98

52 Week Range

Now: $241.44

$207.11

$298.51

Volume

47,733 shs

Average Volume

69,387 shs

Market Capitalization

$10.25 billion

P/E Ratio

84.72

Dividend Yield

0.63%

Beta

1.13

Who are the company insiders with the largest holdings of Morningstar?: Morningstar's top insider investors include:
Joseph D Mansueto (Chairman)
Joseph D Mansueto (Major Shareholder)
Joseph D Mansueto (Chairman)
Bevin Desmond (Insider)
William M Lyons (Director)
Robin Diamonte (Director)
Caroline J Tsay (Director)
Jason Dubinsky (CFO)
Peter G Thomson (VP)
Steven N Kaplan (Director)
Learn More about top insider investors at Morningstar.
Who are the major institutional investors of Morningstar?: Morningstar's top institutional shareholders include:
Pendal Group Ltd — 0.90%
Allspring Global Investments Holdings LLC — 0.55%
M&G Investment Management Ltd. — 0.30%
Copeland Capital Management LLC — 0.22%
Confluence Investment Management LLC — 0.17%
Chicago Capital LLC — 0.16%
Learn More about top institutional investors of Morningstar stock.
Which major investors are selling Morningstar stock?: In the last quarter, MORN stock was sold by these institutional investors:
National Bank of Canada FI
Chicago Capital LLC
Confluence Investment Management LLC
YHB Investment Advisors Inc.
Procyon Advisors LLC
Bank of Stockton
UMB Bank n.a.
Baker Tilly Wealth Management LLC
During the last year, company insiders that have sold Morningstar company stock include:
Joseph D Mansueto (Chairman)
Joseph D Mansueto (Major Shareholder)
Joseph D Mansueto (Chairman)
Bevin Desmond (Insider)
William M Lyons (Director)
Learn More investors selling Morningstar stock.
Which major investors are buying Morningstar stock?: During the previous quarter, MORN stock was acquired by institutional investors including:
Allspring Global Investments Holdings LLC
Scout Investments Inc.
Copeland Capital Management LLC
Pendal Group Ltd
M&G Investment Management Ltd.
Maryland State Retirement & Pension System
State of Alaska Department of Revenue
Xponance Inc.