MORN Insider Trading

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Insider Ownership Percentage: 39.90%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $95,378,304.46

Morningstar Insider Trading History Chart

Morningstar Share Price & Price History

^$337.57

▼ -5.42 (-1.58%)

As of 11/15/2024 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
11/13/2024	Joseph D Mansueto	Chairman	Sell	3,825	$351.05	$1,342,766.25	10,791,380
11/11/2024	Joseph D Mansueto	Chairman	Sell	7,222	$349.67	$2,525,316.74	10,801,361
11/8/2024	Joseph D Mansueto	Chairman	Sell	9,062	$348.45	$3,157,653.90	10,808,583
11/4/2024	Joseph D Mansueto	Chairman	Sell	9,062	$329.45	$2,985,475.90	10,836,656
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

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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
11/15/2024	M&T Bank Corp	8,869	$2.83M	0.0%	-0.4%	0.021%
11/15/2024	Barclays PLC	16,563	$5.29M	0.0%	+19.9%	0.039%
11/15/2024	Public Employees Retirement System of Ohio	9,820	$3.13M	0.0%	-4.7%	0.023%
11/15/2024	MML Investors Services LLC	4,280	$1.37M	0.0%	+7.0%	0.010%
11/15/2024	Kensington Investment Counsel LLC	10,615	$3.39M	1.4%	+2.4%	0.025%
11/15/2024	XTX Topco Ltd	2,299	$0.73M	0.1%	+80.2%	0.005%
11/15/2024	DF Dent & Co. Inc.	88,378	$28.20M	0.3%	+61.3%	0.206%
11/15/2024	National Bank of Canada FI	27,113	$8.65M	0.0%	+92.2%	0.063%
11/15/2024	Jane Street Group LLC	3,033	$0.97M	0.0%	+21.4%	0.007%
11/15/2024	Wellington Management Group LLP	950,512	$303.33M	0.1%	+0.5%	2.217%
11/15/2024	State Street Corp	804,293	$256.67M	0.0%	+3.7%	1.876%
11/15/2024	Stifel Financial Corp	18,349	$5.86M	0.0%	-2.2%	0.043%
11/15/2024	Quantinno Capital Management LP	5,534	$1.77M	0.0%	+46.1%	0.013%
11/15/2024	Motley Fool Asset Management LLC	14,434	$4.57M	0.3%	+1.7%	0.034%
11/15/2024	Motley Fool Wealth Management LLC	24,465	$7.81M	0.4%	-1.4%	0.057%
11/15/2024	HighTower Advisors LLC	15,966	$5.11M	0.0%	-1.1%	0.037%
11/15/2024	Holocene Advisors LP	5,035	$1.61M	0.0%	N/A	0.012%
11/15/2024	Benjamin Edwards Inc.	1,562	$0.50M	0.0%	+74.5%	0.004%
11/15/2024	Bamco Inc. NY	1,305,588	$416.64M	1.1%	-0.1%	3.045%
11/15/2024	Point72 Hong Kong Ltd	181	$58K	0.0%	N/A	0.000%
11/14/2024	American Capital Management Inc.	144,231	$46.03M	1.5%	-0.4%	0.336%
11/14/2024	Wasatch Advisors LP	696,023	$222.12M	1.1%	+13.9%	1.623%
11/14/2024	Edgestream Partners L.P.	4,778	$1.53M	0.1%	+16.1%	0.011%
11/14/2024	Consolidated Press International Holdings Ltd.	4,100	$1.31M	0.2%	N/A	0.010%
11/14/2024	Verition Fund Management LLC	1,416	$0.45M	0.0%	N/A	0.003%
11/14/2024	Covey Capital Advisors LLC	2,835	$0.91M	1.0%	-7.3%	0.007%
11/14/2024	Captrust Financial Advisors	3,371	$1.08M	0.0%	+10.3%	0.008%
11/14/2024	Walleye Capital LLC	944	$0.30M	0.0%	N/A	0.002%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	88,679	$28.30M	0.0%	+7.5%	0.207%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	6,080	$1.94M	0.0%	-6.5%	0.014%
11/14/2024	MetLife Investment Management LLC	15,159	$4.84M	0.0%	+1.2%	0.035%
11/14/2024	Healthcare of Ontario Pension Plan Trust Fund	22,931	$7.32M	0.0%	+282.2%	0.053%
11/13/2024	Townsquare Capital LLC	41,959	$13.39M	0.2%	-1.1%	0.098%
11/13/2024	BNP Paribas Financial Markets	5,983	$1.91M	0.0%	+16.9%	0.014%
11/13/2024	Quantbot Technologies LP	13,769	$4.39M	0.2%	+259.3%	0.032%
11/13/2024	FMR LLC	400,520	$127.81M	0.0%	+10.9%	0.934%
11/13/2024	The Manufacturers Life Insurance Company	22,886	$7.30M	0.0%	-1.0%	0.053%
11/13/2024	Associated Banc Corp	765	$0.24M	0.0%	N/A	0.002%
11/13/2024	Harvest Fund Management Co. Ltd	735	$0.23M	0.0%	+492.7%	0.002%
11/13/2024	Dynamic Technology Lab Private Ltd	675	$0.22M	0.0%	-17.4%	0.002%
11/13/2024	Fisher Asset Management LLC	21,342	$6.81M	0.0%	+6.7%	0.050%
11/13/2024	Daiwa Securities Group Inc.	15,115	$4.82M	0.0%	-8.2%	0.035%
11/12/2024	Algert Global LLC	25,509	$8.14M	0.2%	+25.7%	0.059%
11/12/2024	Cerity Partners LLC	6,318	$2.02M	0.0%	+16.9%	0.015%
11/12/2024	Great Valley Advisor Group Inc.	1,524	$0.49M	0.0%	+102.1%	0.004%
11/12/2024	Planning Alternatives Ltd. ADV	2,254	$0.72M	0.1%	+2.2%	0.005%
11/12/2024	Raymond James Trust N.A.	1,144	$0.37M	0.0%	-5.8%	0.003%
11/12/2024	Charles Schwab Investment Management Inc.	191,765	$61.20M	0.0%	+2.7%	0.447%
11/12/2024	Massachusetts Financial Services Co. MA	1,201,708	$383.49M	0.1%	+9.3%	2.802%
11/9/2024	Intech Investment Management LLC	7,773	$2.48M	0.0%	N/A	0.018%
11/8/2024	Commerce Bank	11,184	$3.57M	0.0%	-4.3%	0.026%
11/8/2024	Segall Bryant & Hamill LLC	33,905	$10.82M	0.1%	+1.7%	0.079%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	9,968	$3.18M	0.0%	N/A	0.023%
11/7/2024	Meeder Asset Management Inc.	331	$0.11M	0.0%	N/A	0.001%
11/7/2024	Pathstone Holdings LLC	8,262	$2.64M	0.0%	-9.4%	0.019%
11/7/2024	Quest Partners LLC	12,743	$4.07M	0.4%	+1,274,200.0%	0.030%
11/7/2024	Swiss National Bank	54,200	$17.30M	0.0%	-0.9%	0.126%
11/7/2024	Thrivent Financial for Lutherans	13,879	$4.43M	0.0%	+120.3%	0.032%
11/6/2024	Mutual of America Capital Management LLC	14,584	$4.65M	0.0%	-2.3%	0.034%
11/6/2024	Royce & Associates LP	191,290	$61.04M	0.6%	-1.2%	0.446%
11/6/2024	Dearborn Partners LLC	1,058	$0.34M	0.0%	N/A	0.002%
11/6/2024	CIBC Asset Management Inc	1,259	$0.40M	0.0%	+3.4%	0.003%
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%

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: $337.57

$336.83

$342.13

50 Day Range

MA: $329.41

$305.04

$350.55

52 Week Range

Now: $337.57

$264.79

$352.55

Volume

128,755 shs

Average Volume

118,571 shs

Market Capitalization

$14.48 billion

P/E Ratio

44.59

Dividend Yield

0.47%

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:
Bamco Inc. NY — 3.04%
Massachusetts Financial Services Co. MA — 2.80%
Wellington Management Group LLP — 2.22%
State Street Corp — 1.88%
Wasatch Advisors LP — 1.62%
Geode Capital Management LLC — 1.16%
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:
Principal Financial Group Inc.
Allspring Global Investments Holdings LLC
Royce & Associates LP
Atria Investments Inc
Daiwa Securities Group Inc.
Bamco Inc. NY
Pathstone Holdings LLC
Azzad Asset Management Inc. ADV
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)
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:
Massachusetts Financial Services Co. MA
Wasatch Advisors LP
Boston Financial Mangement LLC
FMR LLC
DF Dent & Co. Inc.
State Street Corp
Healthcare of Ontario Pension Plan Trust Fund
National Bank of Canada FI