MORN Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 37.70%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $97,112,949.27

Morningstar Insider Trading History Chart

Morningstar Share Price & Price History

^$344.41

▲ +7.91 (2.35%)

As of 11/6/2024 05:00 PM 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
11/1/2024	Joseph D Mansueto	Chairman	Sell	9,062	$328.22	$2,974,329.64	10,845,718
10/30/2024	William M. Lyons	Director	Sell	750	$331.88	$248,910.00	12,840
9/30/2024	William M. Lyons	Director	Sell	750	$316.48	$237,360.00	13,590
9/9/2024	Joseph D Mansueto	Chairman	Sell	8,056	$305.95	$2,464,733.20	10,517,257
9/5/2024	Joseph D Mansueto	Chairman	Sell	54	$312.55	$16,877.70	10,525,738
9/3/2024	Joseph D Mansueto	Chairman	Sell	721	$312.94	$225,629.74	10,532,253
8/30/2024	William M. Lyons	Director	Sell	750	$311.60	$233,700.00	14,340
8/29/2024	Joseph D Mansueto	Chairman	Sell	6,110	$312.18	$1,907,419.80	10,539,718
8/27/2024	Joseph D Mansueto	Chairman	Sell	5,724	$311.27	$1,781,709.48	10,551,498
8/21/2024	Joseph D Mansueto	Chairman	Sell	6,209	$312.12	$1,937,953.08	10,574,707
8/19/2024	Joseph D Mansueto	Chairman	Sell	3,838	$315.90	$1,212,424.20	10,581,130
8/14/2024	Joseph D Mansueto	Chairman	Sell	5,257	$310.37	$1,631,615.09	10,599,799
8/12/2024	Joseph D Mansueto	Chairman	Sell	5,149	$305.30	$1,571,989.70	10,610,555
8/8/2024	Joseph D Mansueto	Chairman	Sell	5,117	$304.70	$1,559,149.90	10,620,679
8/6/2024	Joseph D Mansueto	Chairman	Sell	9,062	$302.64	$2,742,523.68	10,631,706
8/1/2024	Joseph D Mansueto	Chairman	Sell	1,144	$317.03	$362,682.32	10,640,768
7/31/2024	Daniel Joseph Dunn	CRO	Sell	1,600	$320.89	$513,424.00	12,967
7/2/2024	Jason Dubinsky	CFO	Sell	3,400	$300.11	$1,020,374.00	20,181
6/28/2024	William M. Lyons	Director	Sell	750	$294.21	$220,657.50	15,840
6/24/2024	Caroline J. Tsay	Director	Sell	290	$296.98	$86,124.20	3,925
6/5/2024	Joseph D Mansueto	Chairman	Sell	397	$294.77	$117,023.69	10,641,912
6/4/2024	William M. Lyons	Director	Sell	750	$289.07	$216,802.50	16,590
6/3/2024	Joseph D Mansueto	Chairman	Sell	9,062	$289.22	$2,620,911.64	10,648,928
5/30/2024	Joseph D Mansueto	Chairman	Sell	5,869	$287.16	$1,685,342.04	10,662,525
5/28/2024	Joseph D Mansueto	Chairman	Sell	236	$296.65	$70,009.40	10,668,489
5/24/2024	Joseph D Mansueto	Chairman	Sell	5,082	$296.99	$1,509,303.18	10,668,725
5/22/2024	Joseph D Mansueto	Chairman	Sell	5,023	$300.17	$1,507,753.91	10,674,922
5/20/2024	Joseph D Mansueto	Chairman	Sell	5,234	$300.00	$1,570,200.00	10,687,931
5/17/2024	Joseph D Mansueto	Chairman	Sell	4,285	$299.50	$1,283,357.50	10,693,165
5/15/2024	Joseph D Mansueto	Chairman	Sell	4,804	$301.10	$1,446,484.40	10,703,512
5/13/2024	Joseph D Mansueto	Chairman	Sell	1,558	$298.17	$464,548.86	10,712,997
5/10/2024	Joseph D Mansueto	Chairman	Sell	5,063	$299.03	$1,513,988.89	10,714,555
5/10/2024	Steven N. Kaplan	Director	Sell	1,250	$298.13	$372,662.50	43,177
5/8/2024	Joseph D Mansueto	Chairman	Sell	134	$300.43	$40,257.62	10,726,348
5/6/2024	Joseph D Mansueto	Chairman	Sell	7,486	$298.30	$2,233,073.80	10,733,826
5/3/2024	Joseph D Mansueto	Chairman	Sell	8,954	$294.34	$2,635,520.36	10,741,312
5/1/2024	Joseph D Mansueto	Chairman	Sell	8,325	$286.72	$2,386,944.00	10,758,587
3/11/2024	Joseph D Mansueto	Chairman	Sell	1,297	$307.69	$399,073.93	10,775,526
3/11/2024	Steven N. Kaplan	Director	Sell	1,250	$306.81	$383,512.50	44,427
3/8/2024	Joseph D Mansueto	Chairman	Sell	4,675	$311.07	$1,454,252.25	10,776,823
3/4/2024	Joseph D Mansueto	Chairman	Sell	9,861	$303.17	$2,989,559.37	10,811,730
3/1/2024	Joseph D Mansueto	Chairman	Sell	6,025	$298.38	$1,797,739.50	10,821,591
2/28/2024	Joseph D Mansueto	Chairman	Sell	9,935	$296.94	$2,950,098.90	10,832,014
2/26/2024	Joseph D Mansueto	Chairman	Sell	6,198	$298.80	$1,851,962.40	10,852,973
2/23/2024	Joseph D Mansueto	Chairman	Sell	12,650	$298.12	$3,771,218.00	10,859,171
2/21/2024	Joseph D Mansueto	Chairman	Sell	3,748	$272.65	$1,021,892.20	10,883,563
2/16/2024	Joseph D Mansueto	Chairman	Sell	1,367	$277.60	$379,479.20	10,891,487
2/14/2024	Joseph D Mansueto	Chairman	Sell	8,993	$275.94	$2,481,528.42	10,899,717
2/12/2024	Joseph D Mansueto	Chairman	Sell	7,481	$282.08	$2,110,240.48	10,908,710
2/9/2024	Joseph D Mansueto	Chairman	Sell	7,668	$278.69	$2,136,994.92	10,916,191
2/7/2024	Joseph D Mansueto	Chairman	Sell	7,470	$277.23	$2,070,908.10	10,927,151
2/1/2024	Joseph D Mansueto	Chairman	Sell	6,926	$279.39	$1,935,055.14	10,934,986
11/27/2023	Joseph D Mansueto	Chairman	Sell	6,257	$277.17	$1,734,252.69	11,342,505
11/24/2023	Joseph D Mansueto	Chairman	Sell	6,555	$275.86	$1,808,262.30	11,348,762
11/22/2023	Joseph D Mansueto	Chairman	Sell	12,650	$275.77	$3,488,490.50	11,355,317
11/20/2023	Joseph D Mansueto	Chairman	Sell	11,693	$271.95	$3,179,911.35	11,380,617
11/17/2023	Joseph D Mansueto	Chairman	Sell	10,328	$271.00	$2,798,888.00	11,392,310
11/15/2023	Joseph D Mansueto	Chairman	Sell	7,776	$269.04	$2,092,055.04	11,415,288
11/14/2023	Robin Diamonte	Director	Sell	400	$268.91	$107,564.00	8,935
11/13/2023	Joseph D Mansueto	Chairman	Sell	8,624	$265.56	$2,290,189.44	11,435,673
11/10/2023	Joseph D Mansueto	Chairman	Sell	9,525	$263.82	$2,512,885.50	11,444,297
11/8/2023	Joseph D Mansueto	Chairman	Sell	6,726	$262.05	$1,762,548.30	11,456,472
11/6/2023	Joseph D Mansueto	Chairman	Sell	11,334	$262.98	$2,980,615.32	11,471,495
11/3/2023	Joseph D Mansueto	Chairman	Sell	9,376	$262.61	$2,462,231.36	11,482,829
11/1/2023	Joseph D Mansueto	Chairman	Sell	12,650	$254.85	$3,223,852.50	11,504,855
9/5/2023	Gail S. Landis	Director	Sell	580	$250.00	$145,000.00	5,147
9/1/2023	Joseph D Mansueto	Chairman	Sell	11,394	$235.22	$2,680,096.68	11,517,505
8/30/2023	Joseph D Mansueto	Chairman	Sell	10,315	$226.91	$2,340,576.65	11,541,549
8/28/2023	Joseph D Mansueto	Chairman	Sell	12,650	$225.07	$2,847,135.50	11,558,479
8/25/2023	Joseph D Mansueto	Chairman	Sell	12,650	$221.22	$2,798,433.00	11,571,129
8/23/2023	Joseph D Mansueto	Chairman	Sell	8,835	$218.86	$1,933,628.10	11,193,914
8/21/2023	Joseph D Mansueto	Chairman	Sell	4,963	$215.59	$1,069,973.17	11,211,558
8/18/2023	Joseph D Mansueto	Chairman	Sell	224	$219.39	$49,143.36	11,216,521
8/16/2023	Joseph D Mansueto	Chairman	Sell	7,799	$219.39	$1,711,022.61	11,229,395
8/14/2023	Joseph D Mansueto	Chairman	Sell	3,050	$219.04	$668,072.00	11,242,697
8/11/2023	Joseph D Mansueto	Chairman	Sell	5,650	$219.42	$1,239,723.00	11,245,747
8/9/2023	Joseph D Mansueto	Chairman	Sell	3,740	$220.07	$823,061.80	11,259,645
8/7/2023	Joseph D Mansueto	Chairman	Sell	8,543	$221.31	$1,890,651.33	11,269,407
8/3/2023	Joseph D Mansueto	Chairman	Sell	9,477	$225.05	$2,132,798.85	11,278,933
8/2/2023	Daniel Joseph Dunn	CRO	Sell	2,000	$224.93	$449,860.00	12,827
8/1/2023	Joseph D Mansueto	Chairman	Sell	4,695	$229.98	$1,079,756.10	11,288,530
7/27/2023	Gail S. Landis	Director	Sell	395	$225.00	$88,875.00	5,727
7/10/2023	Joseph D Mansueto	Chairman	Sell	11,684	$198.17	$2,315,418.28	11,293,225
7/7/2023	Joseph D Mansueto	Chairman	Sell	11,218	$197.46	$2,215,106.28	11,304,909
7/5/2023	Joseph D Mansueto	Chairman	Sell	260	$195.61	$50,858.60	11,322,677
7/3/2023	Joseph D Mansueto	Chairman	Sell	6,950	$195.81	$1,360,879.50	11,322,937
6/30/2023	Joseph D Mansueto	Chairman	Sell	12,650	$194.47	$2,460,045.50	11,329,887
6/28/2023	Joseph D Mansueto	Chairman	Sell	7,644	$188.15	$1,438,218.60	11,355,187
6/26/2023	Joseph D Mansueto	Chairman	Sell	240	$192.92	$46,300.80	11,375,481
6/23/2023	Joseph D Mansueto	Chairman	Sell	2,589	$195.99	$507,418.11	11,375,721
6/21/2023	Joseph D Mansueto	Chairman	Sell	5,519	$203.03	$1,120,522.57	11,378,310
6/16/2023	Joseph D Mansueto	Chairman	Sell	4,280	$207.38	$887,586.40	11,383,829
6/14/2023	Joseph D Mansueto	Chairman	Sell	3,423	$204.63	$700,448.49	11,396,582
6/12/2023	Joseph D Mansueto	Chairman	Sell	1	$203.58	$203.58	11,410,544
6/9/2023	Joseph D Mansueto	Chairman	Sell	3,761	$205.54	$773,035.94	11,410,545
6/7/2023	Joseph D Mansueto	Chairman	Sell	3,517	$207.24	$728,863.08	11,422,784
6/7/2023	Joseph D Mansueto	Chairman	Sell	3,517	$207.24	$728,863.08	11,422,784
6/5/2023	Joseph D Mansueto	Chairman	Sell	1,081	$205.51	$222,156.31	11,433,358
5/30/2023	Joseph D Mansueto	Chairman	Sell	12,650	$203.99	$2,580,473.50	11,455,575
5/15/2023	Caroline J. Tsay	Director	Sell	651	$191.32	$124,549.32	3,576
3/20/2023	Joseph D Mansueto	Chairman	Sell	7,948	$183.63	$1,459,491.24	11,474,376
3/17/2023	Joseph D Mansueto	Chairman	Sell	503	$185.35	$93,231.05	11,482,324
3/14/2023	Joseph D Mansueto	Chairman	Sell	14,500	$189.29	$2,744,705.00	11,494,411
3/10/2023	Joseph D Mansueto	Chairman	Sell	140	$200.56	$28,078.40	11,508,911
3/8/2023	Joseph D Mansueto	Chairman	Sell	8,620	$207.18	$1,785,891.60	11,514,073
3/6/2023	Joseph D Mansueto	Chairman	Sell	9,748	$212.48	$2,071,255.04	11,523,013
3/3/2023	Joseph D Mansueto	Chairman	Sell	12,893	$209.13	$2,696,313.09	11,532,761
3/1/2023	Joseph D Mansueto	Chairman	Sell	14,500	$207.07	$3,002,515.00	11,555,781
2/27/2023	Joseph D Mansueto	Chairman	Sell	12,982	$207.50	$2,693,765.00	11,582,699
2/22/2023	Joseph D Mansueto	Chairman	Sell	8,491	$232.75	$1,976,280.25	11,604,954
2/17/2023	Joseph D Mansueto	Chairman	Sell	5,347	$237.30	$1,268,843.10	11,613,445
2/15/2023	Joseph D Mansueto	Chairman	Sell	6,362	$238.44	$1,516,955.28	11,620,972
2/13/2023	Joseph D Mansueto	Chairman	Sell	8,859	$236.86	$2,098,342.74	11,630,946
2/9/2023	Joseph D Mansueto	Chairman	Sell	4,140	$243.82	$1,009,414.80	11,639,905
2/7/2023	Joseph D Mansueto	Chairman	Sell	3,916	$243.92	$955,190.72	11,645,542
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

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

57.02% 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
11/6/2024	KBC Group NV	689	$0.22M	0.0%	+10.8%	0.002%
11/6/2024	Oppenheimer & Co. Inc.	829	$0.27M	0.0%	-8.5%	0.002%
11/6/2024	Oppenheimer Asset Management Inc.	12,924	$4.12M	0.0%	+9.3%	0.030%
11/5/2024	Victory Capital Management Inc.	15,843	$5.06M	0.0%	+12.7%	0.037%
11/5/2024	Entropy Technologies LP	3,857	$1.23M	0.1%	+265.2%	0.009%
11/4/2024	Venturi Wealth Management LLC	121	$39K	0.0%	+101.7%	0.000%
11/4/2024	State of New Jersey Common Pension Fund D	10,443	$3.33M	0.0%	-2.4%	0.024%
11/4/2024	Crossmark Global Holdings Inc.	2,258	$0.72M	0.0%	+30.7%	0.005%
11/2/2024	Covestor Ltd	363	$0.12M	0.1%	+75.4%	0.001%
11/1/2024	Atria Investments Inc	3,529	$1.13M	0.0%	-38.1%	0.008%
10/31/2024	Confluence Investment Management LLC	64,432	$20.56M	0.3%	-0.8%	0.150%
10/31/2024	Portside Wealth Group LLC	5,305	$1.69M	0.3%	-0.6%	0.012%
10/31/2024	Kornitzer Capital Management Inc. KS	26,324	$8.40M	0.2%	+0.2%	0.061%
10/31/2024	Principal Financial Group Inc.	84,845	$27.08M	0.0%	-22.8%	0.198%
10/31/2024	M&G PLC	182,808	$58.32M	0.3%	+5.6%	0.426%
10/30/2024	Marks Group Wealth Management Inc	25,090	$8.01M	0.8%	+1.7%	0.059%
10/30/2024	Amalgamated Bank	13,228	$4.22M	0.0%	-2.3%	0.031%
10/30/2024	QRG Capital Management Inc.	832	$0.27M	0.0%	+7.4%	0.002%
10/30/2024	Asset Management One Co. Ltd.	36,749	$11.70M	0.0%	+3.1%	0.086%
10/29/2024	Cannon Global Investment Management LLC	900	$0.29M	0.5%	N/A	0.002%
10/29/2024	Angeles Wealth Management LLC	925	$0.30M	0.0%	N/A	0.002%
10/29/2024	Harbor Capital Advisors Inc.	5,589	$1.78M	0.1%	+111.9%	0.013%
10/29/2024	Janney Montgomery Scott LLC	3,283	$1.05M	0.0%	+14.2%	0.008%
10/29/2024	Farther Finance Advisors LLC	182	$58K	0.0%	+93.6%	0.000%
10/28/2024	Fonville Wealth Management LLC	676	$0.22M	0.1%	N/A	0.002%
10/28/2024	Congress Asset Management Co.	41,627	$13.28M	0.1%	+16.9%	0.097%
10/25/2024	Diversify Wealth Management LLC	2,245	$0.77M	0.1%	+6.8%	0.005%
10/25/2024	New York State Teachers Retirement System	8,445	$2.70M	0.0%	-1.2%	0.020%
10/25/2024	Diversify Advisory Services LLC	1,139	$0.39M	0.0%	-5.1%	0.003%
10/25/2024	Boston Financial Mangement LLC	61,625	$19.67M	0.6%	N/A	0.144%
10/24/2024	Baker Tilly Wealth Management LLC	697	$0.22M	0.1%	-35.7%	0.002%
10/24/2024	State of Alaska Department of Revenue	15,202	$4.85M	0.1%	+2.1%	0.036%
10/23/2024	Louisiana State Employees Retirement System	7,500	$2.39M	0.0%	+1.4%	0.018%
10/23/2024	Bank of Stockton	760	$0.24M	0.1%	-17.7%	0.002%
10/23/2024	YHB Investment Advisors Inc.	12,965	$4.14M	0.3%	-4.7%	0.030%
10/21/2024	Precision Wealth Strategies LLC	2,499	$0.80M	0.7%	+2.6%	0.006%
10/21/2024	Copeland Capital Management LLC	107,032	$34.16M	0.6%	+2.0%	0.250%
10/19/2024	Allspring Global Investments Holdings LLC	273,398	$87.25M	0.1%	-3.2%	0.640%
10/19/2024	Cyndeo Wealth Partners LLC	636	$0.20M	0.0%	N/A	0.001%
10/18/2024	Chicago Capital LLC	58,196	$18.57M	0.5%	-0.4%	0.136%
10/18/2024	Blue Trust Inc.	250	$74K	0.0%	+125.2%	0.001%
10/17/2024	V Square Quantitative Management LLC	93	$30K	0.0%	N/A	0.000%
10/16/2024	Cardinal Capital Management	12,095	$3.86M	0.6%	+2.2%	0.028%
10/11/2024	Creative Planning	2,713	$0.87M	0.0%	-7.5%	0.006%
10/11/2024	Procyon Advisors LLC	1,967	$0.63M	0.0%	-1.9%	0.005%
10/11/2024	Martin Capital Advisors LLP	4,452	$1.42M	1.0%	+1.6%	0.010%
10/10/2024	Exchange Traded Concepts LLC	2,393	$0.76M	0.0%	+13.1%	0.006%
10/9/2024	UMB Bank n.a.	413	$0.13M	0.0%	+15.7%	0.001%
10/8/2024	Barlow Wealth Partners Inc.	34,144	$10.68M	1.4%	+1.9%	0.080%
10/8/2024	FCF Advisors LLC	4,849	$1.55M	0.4%	N/A	0.011%
10/7/2024	Azzad Asset Management Inc. ADV	8,294	$2.65M	0.3%	-7.7%	0.019%
10/7/2024	GAMMA Investing LLC	313	$100K	0.0%	+71.0%	0.001%
10/5/2024	Handelsbanken Fonder AB	5,972	$1.91M	0.0%	+7.2%	0.014%
10/3/2024	Park Avenue Securities LLC	1,035	$0.33M	0.0%	-9.2%	0.002%
10/3/2024	SG Americas Securities LLC	2,034	$0.65M	0.0%	+6.1%	0.005%
9/20/2024	Healthcare of Ontario Pension Plan Trust Fund	6,000	$1.78M	0.0%	-79.6%	0.014%
9/16/2024	Cubist Systematic Strategies LLC	1,606	$0.48M	0.0%	-93.6%	0.004%
9/5/2024	Sanctuary Advisors LLC	1,850	$0.53M	0.0%	N/A	0.004%
9/4/2024	Coronation Fund Managers Ltd.	28,134	$8.32M	0.4%	-21.4%	0.066%
8/21/2024	Truist Financial Corp	3,526	$1.04M	0.0%	-7.3%	0.008%
8/16/2024	Wallace Advisory Group LLC	1,144	$0.34M	0.2%	-4.3%	0.003%
8/16/2024	Creative Planning	2,934	$0.87M	0.0%	+3.6%	0.007%
8/16/2024	Algert Global LLC	20,289	$6M	0.2%	+16.7%	0.047%
8/16/2024	Sepio Capital LP	6,006	$1.78M	0.2%	-1.8%	0.014%
8/15/2024	Susquehanna Portfolio Strategies LLC	1,444	$0.43M	0.0%	-84.2%	0.003%
8/15/2024	Susquehanna Fundamental Investments LLC	1,573	$0.47M	0.0%	-25.9%	0.004%
8/15/2024	Select Equity Group L.P.	2,434,338	$720.20M	2.8%	-6.2%	5.695%
8/15/2024	The Manufacturers Life Insurance Company	23,118	$6.84M	0.0%	-1.5%	0.054%
8/15/2024	Millennium Management LLC	320,186	$94.73M	0.0%	+154.0%	0.749%
8/15/2024	Dundas Partners LLP	1,114	$0.33M	0.0%	+52.8%	0.003%
8/15/2024	AQR Capital Management LLC	6,376	$1.88M	0.0%	-42.0%	0.015%
8/14/2024	Squarepoint Ops LLC	1,320	$0.39M	0.0%	N/A	0.003%
8/14/2024	Cubist Systematic Strategies LLC	1,606	$0.48M	0.0%	-93.6%	0.004%
8/14/2024	Xponance Inc.	5,308	$1.57M	0.0%	-2.9%	0.012%
8/14/2024	Bank of Montreal Can	42,189	$12.63M	0.0%	+217.3%	0.099%
8/14/2024	Magnetar Financial LLC	5,281	$1.56M	0.0%	+33.5%	0.012%
8/14/2024	1832 Asset Management L.P.	13,900	$4.11M	0.0%	+24.1%	0.033%
8/14/2024	ProShare Advisors LLC	1,230	$0.36M	0.0%	-3.3%	0.003%
8/14/2024	Profund Advisors LLC	757	$0.22M	0.0%	-26.6%	0.002%
8/13/2024	Kayne Anderson Rudnick Investment Management LLC	1,129,104	$334.05M	0.8%	-8.0%	2.641%
8/13/2024	Ensign Peak Advisors Inc	17,675	$5.23M	0.0%	+32.1%	0.041%
8/13/2024	Thrivent Financial for Lutherans	6,300	$1.86M	0.0%	-12.4%	0.015%
8/13/2024	Sei Investments Co.	128,016	$37.87M	0.1%	+0.9%	0.299%
8/13/2024	Pacer Advisors Inc.	3,878	$1.15M	0.0%	-0.9%	0.009%
8/13/2024	Benjamin Edwards Inc.	895	$0.27M	0.1%	-39.0%	0.002%
8/12/2024	XTX Topco Ltd	1,276	$0.38M	0.0%	+14.4%	0.003%
8/12/2024	Seven Eight Capital LP	854	$0.25M	0.0%	N/A	0.002%
8/12/2024	Hsbc Holdings PLC	2,542	$0.75M	0.0%	-21.4%	0.006%
8/12/2024	Vanguard Personalized Indexing Management LLC	3,003	$0.89M	0.0%	+9.3%	0.007%
8/12/2024	Mercer Global Advisors Inc. ADV	956	$0.28M	0.0%	-4.4%	0.002%
8/12/2024	Amalgamated Bank	13,543	$4.01M	0.0%	-6.4%	0.032%
8/10/2024	Mutual of America Capital Management LLC	14,931	$4.42M	0.0%	-3.8%	0.035%
8/9/2024	Edgestream Partners L.P.	4,117	$1.22M	0.1%	+197.7%	0.010%
8/9/2024	Renaissance Technologies LLC	176,870	$52.33M	0.1%	-5.2%	0.414%
8/9/2024	Dimensional Fund Advisors LP	272,075	$80.49M	0.0%	+1.8%	0.636%
8/9/2024	Massachusetts Financial Services Co. MA	1,099,502	$325.29M	0.1%	+0.4%	2.572%
8/9/2024	Black Creek Investment Management Inc.	2,900	$0.86M	0.0%	-25.6%	0.007%
8/9/2024	Brown Brothers Harriman & Co.	412	$0.12M	0.0%	+229.6%	0.001%
8/8/2024	Envestnet Asset Management Inc.	72,997	$21.60M	0.0%	-9.7%	0.171%
8/8/2024	Oppenheimer Asset Management Inc.	11,827	$3.50M	0.0%	+44.4%	0.028%

Data available starting January 2016

Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.

Today's Range

Now: $344.41

$335.67

$346.10

50 Day Range

MA: $324.02

$304.72

$345.59

52 Week Range

Now: $344.41

$259.50

$349.07

Volume

138,347 shs

Average Volume

115,665 shs

Market Capitalization

$14.77 billion

P/E Ratio

45.50

Dividend Yield

0.49%

Beta

1.18

Who are the company insiders with the largest holdings of Morningstar?: Morningstar's top insider investors include:
Joseph D Mansueto (Chairman)
Steven N Kaplan (Director)
Jason Dubinsky (CFO)
William M Lyons (Director)
Daniel Joseph Dunn (CRO)
Robin Diamonte (Director)
Gail S Landis (Director)
Caroline J Tsay (Director)
Learn More about top insider investors at Morningstar.
Who are the major institutional investors of Morningstar?: Morningstar's top institutional shareholders include:
Allspring Global Investments Holdings LLC — 0.64%
Royce & Associates LP — 0.45%
M&G PLC — 0.43%
Copeland Capital Management LLC — 0.25%
Principal Financial Group Inc. — 0.20%
Confluence Investment Management LLC — 0.15%
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:
Principal Financial Group Inc.
Allspring Global Investments Holdings LLC
Royce & Associates LP
Atria Investments Inc
Azzad Asset Management Inc. ADV
YHB Investment Advisors Inc.
Confluence Investment Management LLC
Baker Tilly Wealth Management LLC
During the last year, company insiders that have sold Morningstar company stock include:
Joseph D Mansueto (Chairman)
Steven N Kaplan (Director)
Jason Dubinsky (CFO)
William M Lyons (Director)
Daniel Joseph Dunn (CRO)
Robin Diamonte (Director)
Gail S Landis (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:
Boston Financial Mangement LLC
M&G PLC
Congress Asset Management Co.
FCF Advisors LLC
Harbor Capital Advisors Inc.
Entropy Technologies LP
Copeland Capital Management LLC
Victory Capital Management Inc.