MORN Insider Trading

Insider Ownership Percentage: 41.90%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $176,898,982.25

Morningstar Insider Trading History Chart

This chart shows the insider buying and selling history at Morningstar by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Morningstar Share Price & Price History

Current Price: $215.22
Price Change: Price Increase of +5.25 (2.50%)
As of 09/28/2022 04:15 PM ET

This chart shows the closing price history over time for MORN up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Morningstar Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/23/2022Joseph D MansuetoChairmanSell100$216.17$21,617.0012,242,443View SEC Filing Icon  
9/21/2022Joseph D MansuetoChairmanSell4,970$225.43$1,120,387.1012,242,563View SEC Filing Icon  
9/19/2022Joseph D MansuetoChairmanSell4,502$223.84$1,007,727.6812,259,521View SEC Filing Icon  
9/16/2022Joseph D MansuetoChairmanSell600$226.82$136,092.0012,264,023View SEC Filing Icon  
9/14/2022Joseph D MansuetoChairmanSell3,195$233.34$745,521.3012,265,733View SEC Filing Icon  
9/12/2022Joseph D MansuetoChairmanSell8,747$246.17$2,153,248.9912,268,928View SEC Filing Icon  
9/8/2022Joseph D MansuetoChairmanSell7,000$239.43$1,676,010.0012,285,684View SEC Filing Icon  
8/29/2022Joseph D MansuetoChairmanSell7,154$231.66$1,657,295.6412,332,309View SEC Filing Icon  
8/25/2022Joseph D MansuetoChairmanSell10,293$236.41$2,433,368.1312,340,603View SEC Filing Icon  
8/23/2022Joseph D MansuetoChairmanSell180$239.04$43,027.2012,359,381View SEC Filing Icon  
8/12/2022Joseph D MansuetoChairmanSell5,777$256.11$1,479,547.4712,372,041View SEC Filing Icon  
8/10/2022Joseph D MansuetoChairmanSell10,529$255.32$2,688,264.2812,378,813View SEC Filing Icon  
8/8/2022William M. LyonsDirectorSell2,500$249.92$624,800.0015,833View SEC Filing Icon  
8/3/2022Joseph D MansuetoChairmanSell14,500$245.43$3,558,735.0012,408,580View SEC Filing Icon  
8/1/2022Joseph D MansuetoChairmanSell120$254.35$30,522.0012,423,080View SEC Filing Icon  
6/17/2022Joseph D MansuetoChairmanSell45$228.07$10,263.1512,423,200View SEC Filing Icon  
6/14/2022Joseph D MansuetoChairmanSell14,500$226.60$3,285,700.0012,437,745View SEC Filing Icon  
6/6/2022Joseph D MansuetoChairmanSell4,582$246.40$1,129,004.8012,466,126View SEC Filing Icon  
6/2/2022Joseph D MansuetoChairmanSell9,882$251.67$2,487,002.9412,470,708View SEC Filing Icon  
5/31/2022Joseph D MansuetoChairmanSell120$261.84$31,420.8012,482,662View SEC Filing Icon  
5/27/2022Joseph D MansuetoChairmanSell7,705$260.70$2,008,693.5012,482,782View SEC Filing Icon  
5/25/2022Joseph D MansuetoChairmanSell10,377$245.62$2,548,798.7412,498,651View SEC Filing Icon  
5/23/2022Joseph D MansuetoChairmanSell10,627$246.59$2,620,511.9312,509,028View SEC Filing Icon  
5/19/2022Caroline J. TsayDirectorSell369$227.53$83,958.576,344View SEC Filing Icon  
5/19/2022Joseph D MansuetoChairmanSell11,846$236.18$2,797,788.2812,529,784View SEC Filing Icon  
5/16/2022Joseph D MansuetoChairmanSell800$242.19$193,752.0012,553,048View SEC Filing Icon  
5/16/2022Robin DiamonteDirectorSell600$241.00$144,600.008,467View SEC Filing Icon  
5/12/2022Joseph D MansuetoChairmanSell7,345$233.73$1,716,746.8512,568,348View SEC Filing Icon  
5/10/2022Joseph D MansuetoChairmanSell12,385$236.94$2,934,501.9012,579,299View SEC Filing Icon  
5/6/2022Joseph D MansuetoChairmanSell100$251.71$25,171.0012,591,684View SEC Filing Icon  
5/4/2022Joseph D MansuetoChairmanSell9,007$258.12$2,324,886.8412,591,784View SEC Filing Icon  
5/2/2022Joseph D MansuetoChairmanSell9,309$252.70$2,352,384.3012,613,891View SEC Filing Icon  
4/4/2022Joseph D MansuetoChairmanSell15,077$273.34$4,121,147.1812,623,200View SEC Filing Icon  
4/1/2022Joseph D MansuetoChairmanSell2,200$272.60$599,720.0012,638,277View SEC Filing Icon  
3/30/2022Joseph D MansuetoChairmanSell13,614$280.21$3,814,778.94View SEC Filing Icon  
3/28/2022Joseph D MansuetoChairmanSell8,976$271.92$2,440,753.92View SEC Filing Icon  
3/24/2022Joseph D MansuetoChairmanSell11,429$268.72$3,071,200.88View SEC Filing Icon  
3/21/2022Joseph D MansuetoChairmanSell3,506$281.97$988,586.82View SEC Filing Icon  
3/18/2022Joseph D MansuetoChairmanSell14,025$280.29$3,931,067.25View SEC Filing Icon  
3/16/2022Joseph D MansuetoChairmanSell17,688$267.10$4,724,464.80View SEC Filing Icon  
3/14/2022Joseph D MansuetoChairmanSell13,618$262.12$3,569,550.16View SEC Filing Icon  
3/11/2022Joseph D MansuetoChairmanSell9,683$263.62$2,552,632.46View SEC Filing Icon  
3/9/2022Joseph D MansuetoChairmanSell11,937$268.78$3,208,426.86View SEC Filing Icon  
3/7/2022Joseph D MansuetoChairmanSell579$266.43$154,262.97View SEC Filing Icon  
3/3/2022Joseph D MansuetoChairmanSell11,922$271.40$3,235,630.80View SEC Filing Icon  
3/1/2022Jason DubinskyCFOSell1,500$280.04$420,060.00View SEC Filing Icon  
2/24/2022Joseph D MansuetoChairmanSell13,499$265.26$3,580,744.74View SEC Filing Icon  
2/22/2022Joseph D MansuetoChairmanSell4,545$273.14$1,241,421.30View SEC Filing Icon  
2/18/2022Joseph D MansuetoChairmanSell9,819$273.85$2,688,933.15View SEC Filing Icon  
2/14/2022Joseph D MansuetoChairmanSell700$284.79$199,353.00View SEC Filing Icon  
2/11/2022Joseph D MansuetoChairmanSell5,149$294.49$1,516,329.01View SEC Filing Icon  
2/7/2022Joseph D MansuetoChairmanSell12,171$295.48$3,596,287.08View SEC Filing Icon  
2/3/2022Joseph D MansuetoChairmanSell950$294.24$279,528.00View SEC Filing Icon  
2/1/2022Joseph D MansuetoChairmanSell12,629$287.61$3,632,226.69View SEC Filing Icon  
1/24/2022Joseph D MansuetoChairmanSell1,116$281.22$313,841.52View SEC Filing Icon  
1/20/2022Joseph D MansuetoChairmanSell3,457$292.00$1,009,444.00View SEC Filing Icon  
1/18/2022Joseph D MansuetoChairmanSell100$295.19$29,519.00View SEC Filing Icon  
1/13/2022Joseph D MansuetoChairmanSell1,334$318.31$424,625.54View SEC Filing Icon  
1/11/2022Joseph D MansuetoChairmanSell18,030$304.84$5,496,265.20View SEC Filing Icon  
1/5/2022Joseph D MansuetoChairmanSell1,619$335.30$542,850.70View SEC Filing Icon  
1/3/2022Joseph D MansuetoChairmanSell1,850$341.35$631,497.50View SEC Filing Icon  
12/29/2021Joseph D MansuetoChairmanSell8,449$345.58$2,919,805.42View SEC Filing Icon  
12/27/2021Joseph D MansuetoChairmanSell8,859$343.99$3,047,407.41View SEC Filing Icon  
12/22/2021Joseph D MansuetoChairmanSell10,000$336.36$3,363,600.00View SEC Filing Icon  
12/20/2021Joseph D MansuetoChairmanSell1,100$330.12$363,132.00View SEC Filing Icon  
12/17/2021Joseph D MansuetoChairmanSell9,021$335.73$3,028,620.33View SEC Filing Icon  
12/15/2021Joseph D MansuetoChairmanSell13,591$327.89$4,456,352.99View SEC Filing Icon  
12/13/2021Joseph D MansuetoChairmanSell9,277$323.89$3,004,727.53View SEC Filing Icon  
12/10/2021Joseph D MansuetoChairmanSell10,516$321.34$3,379,211.44View SEC Filing Icon  
12/8/2021Joseph D MansuetoChairmanSell8,053$322.97$2,600,877.41View SEC Filing Icon  
12/6/2021Joseph D MansuetoChairmanSell10,898$314.54$3,427,856.92View SEC Filing Icon  
12/3/2021Joseph D MansuetoChairmanSell648$320.71$207,820.08View SEC Filing Icon  
11/29/2021Joseph D MansuetoChairmanSell10,825$318.39$3,446,571.75View SEC Filing Icon  
11/24/2021Joseph D MansuetoChairmanSell7,437$318.22$2,366,602.14View SEC Filing Icon  
11/22/2021Jason DubinskyCFOSell3,007$318.96$959,112.72View SEC Filing Icon  
11/22/2021Joseph D MansuetoChairmanSell1,776$323.58$574,678.08View SEC Filing Icon  
11/19/2021Joseph D MansuetoChairmanSell7,778$325.02$2,528,005.56View SEC Filing Icon  
11/17/2021Joseph D MansuetoChairmanSell5,258$320.94$1,687,502.52View SEC Filing Icon  
11/15/2021Joseph D MansuetoChairmanSell2,462$317.29$781,167.98View SEC Filing Icon  
11/12/2021Joseph D MansuetoChairmanSell8,915$317.34$2,829,086.10View SEC Filing Icon  
11/11/2021Steven N. KaplanDirectorSell1,000$312.87$312,870.00View SEC Filing Icon  
11/10/2021Joseph D MansuetoChairmanSell9,509$312.46$2,971,182.14View SEC Filing Icon  
11/8/2021Joseph D MansuetoChairmanSell4,792$312.17$1,495,918.64View SEC Filing Icon  
11/5/2021Joseph D MansuetoChairmanSell2,213$314.44$695,855.72View SEC Filing Icon  
11/3/2021Joseph D MansuetoChairmanSell5,751$311.00$1,788,561.00View SEC Filing Icon  
11/1/2021Joseph D MansuetoChairmanSell2,812$315.83$888,113.96View SEC Filing Icon  
10/18/2021Joseph D MansuetoChairmanSell3,719$275.08$1,023,022.52View SEC Filing Icon  
10/15/2021Joseph D MansuetoChairmanSell7,400$273.77$2,025,898.00View SEC Filing Icon  
10/13/2021Joseph D MansuetoChairmanSell8,292$267.49$2,218,027.08View SEC Filing Icon  
10/11/2021Joseph D MansuetoChairmanSell4,547$273.17$1,242,103.99View SEC Filing Icon  
10/7/2021Joseph D MansuetoChairmanSell11,036$271.06$2,991,418.16View SEC Filing Icon  
10/5/2021Joseph D MansuetoChairmanSell10,322$260.68$2,690,738.96View SEC Filing Icon  
10/1/2021Joseph D MansuetoChairmanSell9,880$260.36$2,572,356.80View SEC Filing Icon  
9/29/2021Joseph D MansuetoChairmanSell3,437$268.92$924,278.04View SEC Filing Icon  
9/27/2021Joseph D MansuetoChairmanSell250$277.68$69,420.00View SEC Filing Icon  
9/24/2021Joseph D MansuetoChairmanSell9,634$278.18$2,679,986.12View SEC Filing Icon  
9/22/2021Joseph D MansuetoChairmanSell9,036$272.78$2,464,840.08View SEC Filing Icon  
9/20/2021Joseph D MansuetoChairmanSell1,195$275.12$328,768.40View SEC Filing Icon  
9/17/2021Joseph D MansuetoChairmanSell2,946$275.39$811,298.94View SEC Filing Icon  
9/15/2021Joseph D MansuetoChairmanSell8,000$275.08$2,200,640.00View SEC Filing Icon  
9/13/2021Joseph D MansuetoChairmanSell353$278.13$98,179.8913,619,424View SEC Filing Icon  
9/9/2021Joseph D MansuetoChairmanSell7,886$282.34$2,226,533.24View SEC Filing Icon  
9/7/2021Joseph D MansuetoChairmanSell9,297$279.82$2,601,486.54View SEC Filing Icon  
9/3/2021Joseph D. MansuetoChairmanSell9,500$278.47$2,645,465.0013,660,696View SEC Filing Icon  
9/1/2021Joseph D. MansuetoChairmanSell11,641$273.38$3,182,416.5813,684,955View SEC Filing Icon  
8/30/2021Joseph D MansuetoChairmanSell11,194$264.85$2,964,730.90View SEC Filing Icon  
8/27/2021Joseph D. MansuetoChairmanSell3,162$262.68$830,594.1613,709,699View SEC Filing Icon  
8/25/2021Joseph D MansuetoChairmanSell7,900$264.81$2,091,999.0013,723,229View SEC Filing Icon  
8/23/2021Joseph D. MansuetoChairmanSell7,733$262.47$2,029,680.5118,241,938View SEC Filing Icon  
8/20/2021Joseph D MansuetoChairmanSell8,834$262.22$2,316,451.48View SEC Filing Icon  
8/18/2021Joseph D MansuetoChairmanSell350$263.33$92,165.50View SEC Filing Icon  
8/16/2021Joseph D. MansuetoChairmanSell10,505$265.38$2,787,816.9018,269,880View SEC Filing Icon  
8/13/2021Joseph D MansuetoChairmanSell7,209$260.53$1,878,160.77View SEC Filing Icon  
8/11/2021Joseph D MansuetoChairmanSell7,455$261.29$1,947,916.95View SEC Filing Icon  
8/11/2021Steven N. KaplanDirectorSell1,000$261.94$261,940.00View SEC Filing Icon  
8/9/2021Joseph D. MansuetoChairmanSell9,251$263.11$2,434,030.6118,292,977View SEC Filing Icon  
8/6/2021Joseph D MansuetoChairmanSell9,218$261.22$2,407,925.96View SEC Filing Icon  
8/4/2021Joseph D MansuetoChairmanSell15,722$267.45$4,204,848.9018,328,227View SEC Filing Icon  
8/2/2021Caroline J. TsayDirectorSell466$253.23$118,005.186,034View SEC Filing Icon  
8/2/2021Joseph D MansuetoChairmanSell15,746$256.81$4,043,730.2618,356,405View SEC Filing Icon  
7/22/2021Joseph D. MansuetoChairmanSell15$252.07$3,781.0518,367,460View SEC Filing Icon  
7/20/2021Joseph D MansuetoChairmanSell10,781$250.78$2,703,659.18View SEC Filing Icon  
7/16/2021Joseph D MansuetoChairmanSell10,203$247.80$2,528,303.40View SEC Filing Icon  
7/14/2021Joseph D MansuetoChairmanSell253$249.93$63,232.2918,390,263View SEC Filing Icon  
7/12/2021Joseph D. MansuetoChairmanSell7,249$252.81$1,832,619.6918,401,472View SEC Filing Icon  
7/9/2021Joseph D MansuetoChairmanSell7,829$252.24$1,974,786.96View SEC Filing Icon  
7/6/2021Joseph D MansuetoChairmanSell9,155$257.12$2,353,933.60View SEC Filing Icon  
7/2/2021Joseph D MansuetoChairmanSell11,823$255.90$3,025,505.7018,437,691View SEC Filing Icon  
6/30/2021Joseph D MansuetoChairmanSell11,064$257.07$2,844,222.48View SEC Filing Icon  
6/28/2021Joseph D MansuetoChairmanSell8,620$251.04$2,163,964.8018,475,891View SEC Filing Icon  
6/25/2021Joseph D MansuetoChairmanSell11,654$248.12$2,891,590.4818,475,891View SEC Filing Icon  
6/23/2021Joseph D. MansuetoChairmanSell6,611$247.74$1,637,809.1418,482,397View SEC Filing Icon  
6/21/2021Joseph D MansuetoChairmanSell9,789$246.12$2,409,268.6818,507,114View SEC Filing Icon  
6/18/2021Joseph D MansuetoChairmanSell5,569$243.55$1,356,329.9518,521,897View SEC Filing Icon  
6/16/2021Joseph D MansuetoChairmanSell9,556$238.44$2,278,532.6418,539,272View SEC Filing Icon  
6/14/2021Joseph D MansuetoChairmanSell8,588$237.42$2,038,962.9618,562,363View SEC Filing Icon  
6/11/2021Joseph D MansuetoChairmanSell10,240$235.58$2,412,339.2018,562,363View SEC Filing Icon  
6/9/2021Joseph D MansuetoChairmanSell11,031$231.52$2,553,897.1218,579,640View SEC Filing Icon  
6/7/2021Joseph D MansuetoChairmanSell3,976$233.46$928,236.9618,594,151View SEC Filing Icon  
6/4/2021Joseph D MansuetoChairmanSell8,649$232.80$2,013,487.2018,605,478View SEC Filing Icon  
6/2/2021Joseph D MansuetoMajor ShareholderSell12,208$233.61$2,851,910.8818,605,478View SEC Filing Icon  
5/28/2021Joseph D MansuetoChairmanSell10,722$236.12$2,531,678.6418,638,632View SEC Filing Icon  
5/26/2021Joseph D MansuetoChairmanSell871$235.71$205,303.4118,651,386View SEC Filing Icon  
5/24/2021Joseph D MansuetoChairmanSell11,498$236.59$2,720,311.8218,670,266View SEC Filing Icon  
5/20/2021Joseph D MansuetoChairmanSell17,286$237.12$4,098,856.3218,691,206View SEC Filing Icon  
5/18/2021Joseph D MansuetoChairmanSell275$242.16$66,594.0018,691,836View SEC Filing Icon  
5/13/2021Joseph D MansuetoChairmanSell10,376$245.53$2,547,619.2818,707,549View SEC Filing Icon  
5/10/2021Joseph D MansuetoChairmanSell2,256$261.82$590,665.9218,721,160View SEC Filing Icon  
5/7/2021Joseph D. MansuetoChairmanSell8,266$261.65$2,162,798.9018,721,160View SEC Filing Icon  
5/5/2021Joseph D MansuetoChairmanSell10,488$263.35$2,762,014.8018,725,232View SEC Filing Icon  
5/3/2021Joseph D. MansuetoChairmanSell17,032$264.46$4,504,282.7218,740,886View SEC Filing Icon  
5/3/2021Robin DiamonteDirectorSell250$264.75$66,187.508,027View SEC Filing Icon  
4/23/2021Bevin DesmondInsiderSell3,000$245.01$735,030.0026,326View SEC Filing Icon  
4/5/2021Joseph D MansuetoChairmanSell12,026$236.53$2,844,509.7818,768,302View SEC Filing Icon  
3/31/2021Joseph D MansuetoChairmanSell8,133$227.33$1,848,874.8918,785,142View SEC Filing Icon  
3/29/2021Joseph D MansuetoChairmanSell8,149$226.00$1,841,674.0018,798,387View SEC Filing Icon  
3/26/2021Joseph D MansuetoChairmanSell11,620$225.42$2,619,380.4018,817,585View SEC Filing Icon  
3/24/2021Joseph D MansuetoChairmanSell255$233.00$59,415.0018,828,327View SEC Filing Icon  
3/22/2021Joseph D MansuetoChairmanSell260$236.45$61,477.0018,843,603View SEC Filing Icon  
3/19/2021Joseph D MansuetoChairmanSell16,005$237.76$3,805,348.8018,843,603View SEC Filing Icon  
3/17/2021Joseph D MansuetoChairmanSell10,498$241.28$2,532,957.4418,853,197View SEC Filing Icon  
3/15/2021Joseph D MansuetoChairmanSell14,168$247.98$3,513,380.6418,873,011View SEC Filing Icon  
3/11/2021Joseph D MansuetoChairmanSell10,266$243.84$2,503,261.4418,884,149View SEC Filing Icon  
3/9/2021Joseph D MansuetoChairmanSell13,808$242.03$3,341,950.2418,916,584View SEC Filing Icon  
3/1/2021Joseph D MansuetoChairmanSell11,463$229.86$2,634,885.1818,986,532View SEC Filing Icon  
2/25/2021Joseph D MansuetoChairmanSell3,609$224.69$810,906.2119,004,727View SEC Filing Icon  
2/23/2021Bevin DesmondInsiderSell3,000$228.48$685,440.00View SEC Filing Icon  
2/23/2021Jason DubinskyCFOSell4,211$227.93$959,813.23View SEC Filing Icon  
2/19/2021Joseph D MansuetoChairmanSell6,580$248.60$1,635,788.0019,006,762View SEC Filing Icon  
2/17/2021Joseph D MansuetoChairmanSell256$251.63$64,417.2819,025,120View SEC Filing Icon  
2/10/2021Joseph D MansuetoChairmanSell11,138$239.43$2,666,771.3419,093,304View SEC Filing Icon  
2/8/2021Joseph D MansuetoMajor ShareholderSell17,771$239.77$4,260,952.6719,093,304View SEC Filing Icon  
2/3/2021Joseph D MansuetoChairmanSell142$244.08$34,659.3619,125,506View SEC Filing Icon  
12/23/2020Joseph D MansuetoChairmanSell10,657$223.16$2,378,216.1219,264,113View SEC Filing Icon  
12/21/2020Joseph D MansuetoChairmanSell293$221.86$65,004.9819,276,541View SEC Filing Icon  
12/16/2020Joseph D MansuetoChairmanSell10,507$211.66$2,223,911.6219,320,081View SEC Filing Icon  
12/14/2020Joseph D MansuetoChairmanSell13,577$209.59$2,845,603.4319,349,135View SEC Filing Icon  
12/11/2020Joseph D MansuetoChairmanSell17,238$204.60$3,526,894.8019,349,135View SEC Filing Icon  
12/9/2020Joseph D MansuetoChairmanSell13,904$202.10$2,809,998.4019,381,885View SEC Filing Icon  
12/7/2020Joseph D MansuetoChairmanSell20,525$201.31$4,131,887.7519,418,784View SEC Filing Icon  
12/4/2020Joseph D MansuetoChairmanSell8,959$201.93$1,809,090.8719,484,260View SEC Filing Icon  
12/2/2020Joseph D MansuetoChairmanSell8,861$202.58$1,795,061.3819,502,473View SEC Filing Icon  
12/2/2020William M. LyonsDirectorSell1,158$202.33$234,298.1418,194View SEC Filing Icon  
11/30/2020Joseph D MansuetoChairmanSell12,398$200.03$2,479,971.9419,522,150View SEC Filing Icon  
11/27/2020Joseph D MansuetoChairmanSell9,926$198.10$1,966,340.6019,522,150View SEC Filing Icon  
11/25/2020Joseph D MansuetoChairmanSell7,736$197.79$1,530,103.4419,536,074View SEC Filing Icon  
11/23/2020Joseph D MansuetoChairmanSell141$202.26$28,518.6619,556,550View SEC Filing Icon  
11/19/2020Joseph D MansuetoMajor ShareholderSell9,453$199.68$1,887,575.0419,556,550View SEC Filing Icon  
11/16/2020Joseph D MansuetoChairmanSell1,881$205.92$387,335.5219,578,731View SEC Filing Icon  
11/13/2020Joseph D MansuetoMajor ShareholderSell7,443$206.40$1,536,235.20
11/11/2020Joseph D MansuetoMajor ShareholderSell31,144$213.30$6,643,015.20
11/9/2020Joseph D MansuetoChairmanSell17,030$212.86$3,625,005.8019,644,137View SEC Filing Icon  
11/5/2020Joseph D MansuetoMajor ShareholderSell25,823$206.41$5,330,125.43View SEC Filing Icon  
11/3/2020Joseph D MansuetoMajor ShareholderSell28,768$195.58$5,626,445.4419,702,136View SEC Filing Icon  
11/2/2020Gail S. LandisDirectorSell1,382$189.72$262,193.043,963View SEC Filing Icon  
10/5/2020Joseph D MansuetoChairmanSell12,783$163.64$2,091,810.1219,726,852View SEC Filing Icon  
10/2/2020Joseph D MansuetoChairmanSell17,337$163.64$2,837,026.6819,726,852View SEC Filing Icon  
9/30/2020Joseph D MansuetoChairmanSell12,756$160.34$2,045,297.0419,762,835View SEC Filing Icon  
9/28/2020Joseph D MansuetoChairmanSell11,301$158.21$1,787,931.2119,779,933View SEC Filing Icon  
9/25/2020Joseph D MansuetoChairmanSell12,682$154.04$1,953,535.2819,799,709View SEC Filing Icon  
9/23/2020Joseph D MansuetoChairmanSell9,216$155.14$1,429,770.2419,833,324View SEC Filing Icon  
9/21/2020Joseph D MansuetoMajor ShareholderSell11,001$157.63$1,734,087.6319,845,626View SEC Filing Icon  
9/18/2020Joseph D MansuetoChairmanSell8,899$157.99$1,405,953.0119,845,626View SEC Filing Icon  
9/16/2020Joseph D MansuetoChairmanSell9,082$161.92$1,470,557.4419,858,867View SEC Filing Icon  
9/10/2020Joseph D MansuetoChairmanSell8,498$159.56$1,355,940.8819,910,824View SEC Filing Icon  
9/8/2020Joseph D MansuetoChairmanSell2,815$156.70$441,110.5019,913,739View SEC Filing Icon  
9/4/2020Joseph D MansuetoChairmanSell2,250$158.72$357,120.0019,913,739View SEC Filing Icon  
9/2/2020Joseph D MansuetoChairmanSell11,373$164.17$1,867,105.4119,916,384View SEC Filing Icon  
8/31/2020Joseph D MansuetoChairmanSell4,498$161.06$724,447.8819,946,061View SEC Filing Icon  
8/28/2020Joseph D MansuetoMajor ShareholderSell18,809$162.18$3,050,443.62
8/26/2020Joseph D MansuetoChairmanSell10,260$161.02$1,652,065.2019,986,824View SEC Filing Icon  
8/24/2020Joseph D MansuetoChairmanSell8,371$156.38$1,309,056.9820,004,597View SEC Filing Icon  
8/21/2020Joseph D MansuetoChairmanSell9,084$157.24$1,428,368.1620,004,597View SEC Filing Icon  
8/19/2020Joseph D MansuetoChairmanSell10,566$156.97$1,658,545.0220,018,762View SEC Filing Icon  
8/14/2020Joseph D MansuetoChairmanSell8,458$157.70$1,333,826.6020,057,437View SEC Filing Icon  
8/12/2020Joseph D MansuetoChairmanSell8,358$159.39$1,332,181.6220,074,363View SEC Filing Icon  
8/10/2020Joseph D MansuetoChairmanSell123$159.88$19,665.2420,081,096View SEC Filing Icon  
8/7/2020Joseph D MansuetoChairmanSell679$162.49$110,330.7120,081,096View SEC Filing Icon  
8/5/2020Joseph D MansuetoChairmanSell6,742$163.28$1,100,833.7620,092,073View SEC Filing Icon  
6/30/2020Joseph D MansuetoMajor ShareholderSell21,481$141.17$3,032,472.7720,126,680View SEC Filing Icon  
6/26/2020Joseph D MansuetoMajor ShareholderSell31,472$143.56$4,518,120.32
6/22/2020Joseph D MansuetoChairmanSell2,803$150.78$422,636.3420,163,743View SEC Filing Icon  
6/19/2020Joseph D MansuetoChairmanSell10,322$150.99$1,558,518.7820,177,445View SEC Filing Icon  
6/17/2020Joseph D MansuetoMajor ShareholderSell22,354$150.28$3,359,359.1220,206,576View SEC Filing Icon  
6/15/2020Joseph D MansuetoMajor ShareholderSell20,710$145.15$3,006,056.5020,206,576View SEC Filing Icon  
6/9/2020Joseph D MansuetoMajor ShareholderSell22,683$149.75$3,396,779.25
6/4/2020Joseph D MansuetoChairmanSell847$153.12$129,692.6420,263,465View SEC Filing Icon  
6/1/2020Joseph D MansuetoChairmanSell11,035$153.68$1,695,858.8020,295,585View SEC Filing Icon  
5/29/2020Joseph D MansuetoChairmanSell13,079$151.34$1,979,375.8620,295,585View SEC Filing Icon  
5/27/2020Joseph D MansuetoChairmanSell11,003$143.07$1,574,199.2120,326,216View SEC Filing Icon  
5/20/2020Joseph D MansuetoChairmanSell13,055$141.88$1,852,243.4020,374,004View SEC Filing Icon  
5/11/2020Joseph D MansuetoChairmanSell9,520$144.71$1,377,639.2020,469,570View SEC Filing Icon  
5/8/2020Joseph D MansuetoChairmanSell11,024$144.03$1,587,786.7220,469,570View SEC Filing Icon  
5/4/2020Joseph D MansuetoChairmanSell1,367$150.82$206,170.9420,501,063View SEC Filing Icon  
5/1/2020Cheryl A FrancisDirectorSell874$151.83$132,699.4232,458View SEC Filing Icon  
4/13/2020Joseph D MansuetoChairmanSell2,371$124.07$294,169.9720,503,719View SEC Filing Icon  
4/8/2020Joseph D MansuetoChairmanSell11,798$121.96$1,438,884.0829,528,046View SEC Filing Icon  
4/6/2020Joseph D MansuetoChairmanSell15,574$114.10$1,776,993.4020,557,794View SEC Filing Icon  
4/3/2020Joseph D MansuetoChairmanSell1,116$112.03$125,025.4820,559,425View SEC Filing Icon  
4/1/2020Joseph D MansuetoChairmanSell10,725$115.61$1,239,917.2520,571,931View SEC Filing Icon  
3/30/2020Joseph D MansuetoChairmanSell10,928$117.02$1,278,794.5620,601,527View SEC Filing Icon  
3/27/2020Joseph D MansuetoChairmanSell10,734$119.44$1,282,068.9620,601,527View SEC Filing Icon  
3/25/2020Joseph D MansuetoChairmanSell15,452$120.34$1,859,493.6820,634,345View SEC Filing Icon  
3/23/2020Joseph D MansuetoChairmanSell17,033$107.93$1,838,371.6920,663,296View SEC Filing Icon  
3/19/2020Joseph D MansuetoChairmanSell15,587$110.07$1,715,661.0920,687,950View SEC Filing Icon  
3/13/2020Joseph D MansuetoChairmanSell20,985$117.38$2,463,219.3020,727,787View SEC Filing Icon  
3/6/2020Joseph D MansuetoChairmanSell5,893$139.71$823,311.0320,744,062View SEC Filing Icon  
2/24/2020Joseph D MansuetoChairmanSell33$160.63$5,300.7920,803,463View SEC Filing Icon  
2/20/2020Joseph D MansuetoChairmanSell8,483$165.11$1,400,628.1320,803,922View SEC Filing Icon  
2/18/2020Joseph D MansuetoChairmanSell9,213$160.20$1,475,922.6020,829,098View SEC Filing Icon  
2/12/2020Joseph D MansuetoChairmanSell6,827$156.65$1,069,449.5520,852,478View SEC Filing Icon  
2/10/2020Joseph D MansuetoChairmanSell7,142$157.05$1,121,651.1020,865,670View SEC Filing Icon  
2/7/2020Joseph D MansuetoChairmanSell500$157.86$78,930.0020,865,670View SEC Filing Icon  
2/3/2020Joseph D MansuetoChairmanSell8,500$160.22$1,361,870.0020,902,283View SEC Filing Icon  
1/10/2020Joseph D MansuetoChairmanSell4,348$154.22$670,548.5620,903,854View SEC Filing Icon  
1/8/2020Joseph D MansuetoChairmanSell8,571$152.38$1,306,048.9820,913,265View SEC Filing Icon  
1/6/2020Joseph D MansuetoChairmanSell10,221$152.91$1,562,893.1120,931,792View SEC Filing Icon  
1/2/2020Joseph D MansuetoChairmanSell9,086$150.76$1,369,805.3620,940,879View SEC Filing Icon  
12/19/2019Joseph D MansuetoChairmanSell8,422$151.41$1,275,175.0221,004,733View SEC Filing Icon  
12/17/2019Joseph D MansuetoChairmanSell11,071$150.74$1,668,842.5421,021,118View SEC Filing Icon  
12/11/2019Joseph D MansuetoChairmanSell8,808$151.57$1,335,028.5621,072,316View SEC Filing Icon  
12/4/2019Joseph D MansuetoMajor ShareholderSell19,450$153.98$2,994,911.00
12/2/2019Joseph D MansuetoChairmanSell544$156.71$85,250.2421,132,358View SEC Filing Icon  
11/29/2019Joseph D MansuetoChairmanSell8,294$157.11$1,303,070.3421,132,358View SEC Filing Icon  
11/26/2019Joseph D MansuetoMajor ShareholderSell18,139$157.47$2,856,348.3321,165,836View SEC Filing Icon  
11/22/2019Joseph D MansuetoChairmanSell9,884$155.28$1,534,787.5221,176,334View SEC Filing Icon  
11/20/2019Jason DubinskyCFOSell1,100$158.26$174,086.0018,798View SEC Filing Icon  
11/20/2019Joseph D MansuetoChairmanSell13,177$158.18$2,084,337.8621,202,444View SEC Filing Icon  
11/18/2019Joseph D MansuetoChairmanSell8,296$155.28$1,288,202.8821,215,074View SEC Filing Icon  
11/15/2019Joseph D MansuetoChairmanSell8,859$155.55$1,378,017.4521,215,074View SEC Filing Icon  
11/13/2019Joseph D MansuetoChairmanSell11,767$156.71$1,844,006.5721,239,720View SEC Filing Icon  
11/11/2019Joseph D MansuetoChairmanSell9,988$155.48$1,552,934.2421,263,469View SEC Filing Icon  
11/8/2019Joseph D MansuetoChairmanSell1,756$158.16$277,728.9621,268,751View SEC Filing Icon  
11/6/2019Joseph D MansuetoChairmanSell11,048$161.13$1,780,164.2421,283,878View SEC Filing Icon  
11/4/2019Jack NoonanDirectorSell796$162.47$129,326.128,123View SEC Filing Icon  
11/4/2019Joseph D MansuetoChairmanSell12,445$162.41$2,021,192.4521,313,312View SEC Filing Icon  
11/1/2019Joseph D MansuetoChairmanSell19,094$161.84$3,090,172.9621,313,312View SEC Filing Icon  
10/28/2019Bevin DesmondInsiderSell1,515$149.29$226,174.3532,250View SEC Filing Icon  
10/28/2019Gail S. LandisDirectorSell1,500$150.00$225,000.004,313View SEC Filing Icon  
10/7/2019Joseph D MansuetoChairmanSell9,944$145.84$1,450,232.9621,334,312View SEC Filing Icon  
10/4/2019Joseph D MansuetoChairmanSell9,009$144.32$1,300,178.8821,347,230View SEC Filing Icon  
10/2/2019Joseph D MansuetoMajor ShareholderSell15,408$144.48$2,226,147.8421,366,631View SEC Filing Icon  
9/30/2019Joseph D MansuetoChairmanSell9,338$146.79$1,370,725.0221,380,755View SEC Filing Icon  
9/27/2019Joseph D MansuetoChairmanSell1,193$147.64$176,134.5221,380,755View SEC Filing Icon  
See Full Table

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

54.95% 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

This chart shows the instiutional buying and selling at MORN by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Morningstar Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2022Regal Partners Ltd55,640$13.46M2.3%-11.0%0.131%Search for SEC Filing on Google Icon
8/30/2022Verition Fund Management LLC1,038$0.25M0.0%-10.1%0.002%Search for SEC Filing on Google Icon
8/25/2022M&G Investment Management Ltd.98,916$23.94M0.1%+9.3%0.233%Search for SEC Filing on Google Icon
8/23/2022Captrust Financial Advisors10,120$2.45M0.0%+13.7%0.024%Search for SEC Filing on Google Icon
8/22/2022Legal & General Group Plc41,477$10.03M0.0%+78.2%0.098%Search for SEC Filing on Google Icon
8/22/2022ExodusPoint Capital Management LP31,464$7.61M0.1%N/A0.074%Search for SEC Filing on Google Icon
8/18/2022IMA Wealth Inc.200$48K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/18/2022Goldman Sachs Group Inc.100,530$24.31M0.0%-2.6%0.237%Search for SEC Filing on Google Icon
8/16/2022First Republic Investment Management Inc.3,731$0.90M0.0%+129.2%0.009%Search for SEC Filing on Google Icon
8/16/2022Captrust Financial Advisors13,920$3.37M0.0%+56.4%0.033%Search for SEC Filing on Google Icon
8/16/2022Utah Retirement Systems4,385$1.06M0.0%+4.8%0.010%Search for SEC Filing on Google Icon
8/16/2022Price T Rowe Associates Inc. MD9,928$2.40M0.0%-3.5%0.023%Search for SEC Filing on Google Icon
8/16/2022Prudential Financial Inc.52,408$12.64M0.0%+969.3%0.123%Search for SEC Filing on Google Icon
8/16/2022Creative Planning1,689$0.41M0.0%+13.0%0.004%Search for SEC Filing on Google Icon
8/15/2022AQR Capital Management LLC13,400$3.19M0.0%+3.3%0.032%Search for SEC Filing on Google Icon
8/15/2022Regal Partners Ltd55,640$13.46M2.6%-11.0%0.131%Search for SEC Filing on Google Icon
8/15/2022State Street Corp377,444$91.41M0.0%+2.4%0.888%Search for SEC Filing on Google Icon
8/15/2022Cubist Systematic Strategies LLC2,997$0.73M0.0%-20.1%0.007%Search for SEC Filing on Google Icon
8/15/2022Voya Investment Management LLC9,978$2.41M0.0%-9.8%0.023%Search for SEC Filing on Google Icon
8/15/2022Sei Investments Co.82,602$19.83M0.0%+7.5%0.194%Search for SEC Filing on Google Icon
8/15/2022UBS Asset Management Americas Inc.42,898$10.37M0.0%-2.2%0.101%Search for SEC Filing on Google Icon
8/15/2022Echo Street Capital Management LLC51,295$12.41M0.1%-89.7%0.121%Search for SEC Filing on Google Icon
8/13/2022Massachusetts Financial Services Co. MA485,276$117.35M0.0%+11.5%1.142%Search for SEC Filing on Google Icon
8/13/2022Marks Group Wealth Management Inc16,186$3.91M0.6%-2.2%0.038%Search for SEC Filing on Google Icon
8/13/2022Mawer Investment Management Ltd.3,297$0.80M0.0%-20.9%0.008%Search for SEC Filing on Google Icon
8/13/2022Nordea Investment Management AB54,467$12.97M0.0%+49.3%0.128%Search for SEC Filing on Google Icon
8/13/2022Quadrant Capital Group LLC498$0.12M0.0%+49.1%0.001%Search for SEC Filing on Google Icon
8/13/2022Quantbot Technologies LP143$34K0.0%-92.0%0.000%Search for SEC Filing on Google Icon
8/13/2022Teacher Retirement System of Texas4,132$1M0.0%-15.2%0.010%Search for SEC Filing on Google Icon
8/13/2022Wakefield Asset Management LLLP518$0.13M0.1%N/A0.001%Search for SEC Filing on Google Icon
8/13/2022Zurcher Kantonalbank Zurich Cantonalbank 3,239$0.78M0.0%+3.2%0.008%Search for SEC Filing on Google Icon
8/13/2022Wells Fargo & Company MN94,597$22.88M0.0%-2.5%0.223%Search for SEC Filing on Google Icon
8/13/2022Renaissance Technologies LLC394,370$95.37M0.1%-5.1%0.928%Search for SEC Filing on Google Icon
8/13/2022Vanguard Personalized Indexing Management LLC2,408$0.58M0.0%-14.3%0.006%Search for SEC Filing on Google Icon
8/13/2022American International Group Inc.376$91K0.0%-11.5%0.001%Search for SEC Filing on Google Icon
8/12/2022Northern Trust Corp107,821$26.08M0.0%-3.0%0.254%Search for SEC Filing on Google Icon
8/12/2022Ensign Peak Advisors Inc3,750$0.91M0.0%+681.3%0.009%Search for SEC Filing on Google Icon
8/12/2022LPL Financial LLC1,960$0.47M0.0%-2.1%0.005%Search for SEC Filing on Google Icon
8/12/2022Kayne Anderson Rudnick Investment Management LLC1,020,854$246.87M0.8%-5.3%2.403%Search for SEC Filing on Google Icon
8/12/2022Commerce Bank14,021$3.39M0.0%+1.6%0.033%Search for SEC Filing on Google Icon
8/12/2022Credit Suisse AG31,474$7.61M0.0%+3.4%0.074%Search for SEC Filing on Google Icon
8/12/2022CI Investments Inc.217$52K0.0%-35.0%0.001%Search for SEC Filing on Google Icon
8/12/2022B. Metzler seel. Sohn & Co. AG7,314$1.77M0.0%-15.3%0.017%Search for SEC Filing on Google Icon
8/12/2022Rafferty Asset Management LLC7,895$1.91M0.0%-32.9%0.019%Search for SEC Filing on Google Icon
8/12/2022FMR LLC819,418$198.16M0.0%-1.3%1.929%Search for SEC Filing on Google Icon
8/12/2022Artisan Partners Limited Partnership362,727$87.72M0.1%-10.3%0.854%Search for SEC Filing on Google Icon
8/12/2022BNP Paribas Arbitrage SA10,680$2.58M0.0%-2.8%0.025%Search for SEC Filing on Google Icon
8/12/2022Franklin Resources Inc.22,956$5.55M0.0%+6.3%0.054%Search for SEC Filing on Google Icon
8/12/2022Rhumbline Advisers32,402$7.84M0.0%+18.7%0.076%Search for SEC Filing on Google Icon
8/11/2022Beacon Pointe Advisors LLC1,186$0.28M0.0%-18.2%0.003%Search for SEC Filing on Google Icon
8/11/2022AlphaCrest Capital Management LLC1,940$0.47M0.0%+24.7%0.005%Search for SEC Filing on Google Icon
8/11/2022Bridgewater Associates LP2,982$0.72M0.0%+21.2%0.007%Search for SEC Filing on Google Icon
8/11/2022O Shaughnessy Asset Management LLC1,116$0.27M0.0%+28.6%0.003%Search for SEC Filing on Google Icon
8/11/2022Atria Investments LLC9,766$2.36M0.0%-16.5%0.023%Search for SEC Filing on Google Icon
8/11/2022Deutsche Bank AG7,431$1.80M0.0%-9.2%0.017%Search for SEC Filing on Google Icon
8/11/2022Healthcare of Ontario Pension Plan Trust Fund1,429$0.35M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/11/2022Covey Capital Advisors LLC4,823$1.17M1.7%-5.2%0.011%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG13,959$3.38M0.0%+24.2%0.033%Search for SEC Filing on Google Icon
8/11/2022Bank of Montreal Can1,843$0.45M0.0%-10.8%0.004%Search for SEC Filing on Google Icon
8/11/2022Alps Advisors Inc.4,742$1.15M0.0%N/A0.011%Search for SEC Filing on Google Icon
8/11/2022JPMorgan Chase & Co.787,356$190.41M0.0%+7.3%1.853%Search for SEC Filing on Google Icon
8/10/2022Fiera Capital Corp4,295$1.04M0.0%+1.7%0.010%Search for SEC Filing on Google Icon
8/10/2022Synovus Financial Corp1,235$0.29M0.0%+4.4%0.003%Search for SEC Filing on Google Icon
8/10/2022Redmond Asset Management LLC6,191$1.50M0.5%-0.8%0.015%Search for SEC Filing on Google Icon
8/10/2022California Public Employees Retirement System51,294$12.40M0.0%-3.1%0.121%Search for SEC Filing on Google Icon
8/10/2022Principal Financial Group Inc.215,933$52.22M0.0%+72.7%0.508%Search for SEC Filing on Google Icon
8/10/2022Cerity Partners LLC7,650$1.85M0.0%+22.0%0.018%Search for SEC Filing on Google Icon
8/9/2022Swiss National Bank60,700$14.68M0.0%+8.2%0.143%Search for SEC Filing on Google Icon
8/9/2022Lazard Asset Management LLC111,842$27.05M0.0%-2.7%0.263%Search for SEC Filing on Google Icon
8/9/2022Ceera Investments LLC13,009$3.15M1.8%-1.0%0.031%Search for SEC Filing on Google Icon
8/8/2022Eqis Capital Management Inc.5,160$1.25M0.1%-13.4%0.012%Search for SEC Filing on Google Icon
8/8/2022Duality Advisers LP10,145$2.45M0.2%N/A0.024%Search for SEC Filing on Google Icon
8/8/2022Stanley Laman Group Ltd.913$0.22M0.0%-5.9%0.002%Search for SEC Filing on Google Icon
8/8/2022Oppenheimer Asset Management Inc.9,400$2.27M0.0%-9.8%0.022%Search for SEC Filing on Google Icon
8/8/2022TownSquare Capital LLC21,006$5.08M0.1%-4.5%0.049%Search for SEC Filing on Google Icon
8/5/2022State Board of Administration of Florida Retirement System26,611$6.44M0.0%-1.1%0.063%Search for SEC Filing on Google Icon
8/5/2022M&T Bank Corp9,802$2.36M0.0%+25.7%0.023%Search for SEC Filing on Google Icon
8/5/2022George Kaiser Family Foundation13,598$3.29M0.6%+32.0%0.032%Search for SEC Filing on Google Icon
8/5/2022Illinois Municipal Retirement Fund2,271$0.55M0.0%-28.5%0.005%Search for SEC Filing on Google Icon
8/5/2022Loomis Sayles & Co. L P147,101$35.57M0.1%-0.7%0.346%Search for SEC Filing on Google Icon
8/5/2022Pekin Hardy Strauss Inc.1,799$0.44M0.1%+3.9%0.004%Search for SEC Filing on Google Icon
8/4/2022Steward Partners Investment Advisory LLC114$28K0.0%-37.7%0.000%Search for SEC Filing on Google Icon
8/4/2022Royce & Associates LP239,268$57.86M0.6%-7.2%0.563%Search for SEC Filing on Google Icon
8/4/2022Cardinal Capital Management10,296$2.49M0.6%-14.3%0.024%Search for SEC Filing on Google Icon
8/4/2022State of New Jersey Common Pension Fund D15,024$3.63M0.0%+13.4%0.035%Search for SEC Filing on Google Icon
8/4/2022Vestmark Advisory Solutions Inc.1,649$0.40M0.0%-4.5%0.004%Search for SEC Filing on Google Icon
8/4/2022Column Capital Advisors LLC377$91K0.0%+24.0%0.001%Search for SEC Filing on Google Icon
8/4/2022Aviva PLC8,348$2.02M0.0%+2.1%0.020%Search for SEC Filing on Google Icon
8/3/2022Envestnet Asset Management Inc.12,861$3.11M0.0%+27.0%0.030%Search for SEC Filing on Google Icon
8/3/2022Kornitzer Capital Management Inc. KS38,438$9.30M0.2%-5.6%0.090%Search for SEC Filing on Google Icon
8/3/2022Motive Wealth Advisors6,132$1.48M1.2%+6.4%0.014%Search for SEC Filing on Google Icon
8/3/2022Nisa Investment Advisors LLC1,527$0.37M0.0%+7,535.0%0.004%Search for SEC Filing on Google Icon
8/3/2022Janiczek Wealth Management LLC200$51K0.0%-32.9%0.000%Search for SEC Filing on Google Icon
8/3/2022Janney Montgomery Scott LLC2,049$0.50M0.0%+10.7%0.005%Search for SEC Filing on Google Icon
8/3/2022Empire Life Investments Inc.6,336$1.53M0.1%+3.4%0.015%Search for SEC Filing on Google Icon
8/2/2022Treasurer of the State of North Carolina10,522$2.55M0.0%+22.1%0.025%Search for SEC Filing on Google Icon
8/2/2022Jennison Associates LLC2,774$0.67M0.0%-43.4%0.006%Search for SEC Filing on Google Icon
8/2/2022Xponance Inc.2,648$0.64M0.0%+10.1%0.006%Search for SEC Filing on Google Icon
8/2/2022First Horizon Advisors Inc.133$32K0.0%+1,109.1%0.000%Search for SEC Filing on Google Icon
8/1/2022Parallel Advisors LLC1,427$0.35M0.0%-6.1%0.003%Search for SEC Filing on Google Icon
Data available starting January 2016

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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.
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Today's Range

Now: $215.22
Low: $211.29
High: $216.47

50 Day Range

MA: $239.11
Low: $209.97
High: $260.00

52 Week Range

Now: $215.22
Low: $208.48
High: $350.21

Volume

1,682 shs

Average Volume

89,551 shs

Market Capitalization

$9.14 billion

P/E Ratio

51.37

Dividend Yield

0.68%

Beta

1.13

Who are the company insiders with the largest holdings of Morningstar?

Morningstar's top insider investors include:
  1. Joseph D Mansueto (Chairman)
  2. Joseph D Mansueto (Major Shareholder)
  3. Joseph D Mansueto (Chairman)
  4. Bevin Desmond (Insider)
  5. William M Lyons (Director)
  6. Robin Diamonte (Director)
  7. Caroline J Tsay (Director)
  8. Gail S Landis (Director)
  9. Jason Dubinsky (CFO)
  10. Peter G Thomson (VP)
  11. 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:
  1. Kayne Anderson Rudnick Investment Management LLC — 2.40%
  2. FMR LLC — 1.93%
  3. JPMorgan Chase & Co. — 1.85%
  4. Massachusetts Financial Services Co. MA — 1.14%
  5. Pendal Group Ltd — 0.99%
  6. Renaissance Technologies LLC — 0.93%
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:
  1. Echo Street Capital Management LLC
  2. Twin Tree Management LP
  3. Kayne Anderson Rudnick Investment Management LLC
  4. Artisan Partners Limited Partnership
  5. Renaissance Technologies LLC
  6. Pendal Group Ltd
  7. Royce & Associates LP
  8. Russell Investments Group Ltd.
During the last year, company insiders that have sold Morningstar company stock include:
  1. Joseph D Mansueto (Chairman)
  2. Joseph D Mansueto (Major Shareholder)
  3. Joseph D Mansueto (Chairman)
  4. Bevin Desmond (Insider)
  5. William M Lyons (Director)
  6. Robin Diamonte (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:
  1. Principal Financial Group Inc.
  2. JPMorgan Chase & Co.
  3. Massachusetts Financial Services Co. MA
  4. Prudential Financial Inc.
  5. ExodusPoint Capital Management LP
  6. Legal & General Group Plc
  7. Nordea Investment Management AB
  8. Duality Advisers LP