Companies / Morningstar, Inc. / Activity
Activity — Morningstar, Inc.
28 moves.
Top impactInsider · CEO movesInsider · biggest buysInsider · biggest sellsInstitution · biggest movesInstitution · new positions
| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Kensico Capital Management Corp 13F manager | New | Common stock | $22.82M | +135K | 135,000 0.36% of shares | medium |
| Q1 2026 as of | River Road Asset Management, LLC 13F manager | New | Common stock | $7.11M | +42K | 42,084 0.11% of shares | medium |
| Q2 2026 as of | Quadrature Capital Ltd 13F manager | New | Common stock | $4.92M | +32K | 31,566 0.08% of shares | low |
| Q1 2026 as of | ING Groep NV 13F manager | New | Common stock | $2.81M | +17K | 16,613 0.04% of shares | low |
| Q4 2025 as of | Alberta Investment Management Corp 13F manager | New | Common stock | $1.37M | +6K | 6,300 0.02% of shares | low |
| Q1 2026 as of | Hillsdale Investment Management Inc. 13F manager | New | Common stock | $1.15M | +7K | 6,810 0.02% of shares | low |
| Q3 2024 as of | Danske Bank A/S 13F manager | New | Common stock | $989.3K | +3K | 3,100 <0.01% of shares | low |
| Q1 2026 as of | Magnetar Financial LLC 13F manager | New | Common stock | $781.2K | +5K | 4,621 0.01% of shares | low |
| Q4 2022 as of | Leonteq Securities AG 13F manager | New | Common stock | $502.9K | +2K | 2,322 <0.01% of shares | low |
| Q1 2026 as of | Calamos Advisors LLC 13F manager | New | Common stock | $318.0K | +2K | 1,881 <0.01% of shares | low |
| Q1 2026 as of | Campbell & CO Investment Adviser LLC 13F manager | New | Common stock | $306.0K | +2K | 1,810 <0.01% of shares | low |
| Q1 2026 as of | Brighton Jones LLC 13F manager | New | Common stock | $303.1K | +2K | 1,793 <0.01% of shares | low |
| Q1 2026 as of | Blackstone Inc 13F manager | New | Common stock | $298.5K | +2K | 1,766 <0.01% of shares | low |
| Q3 2024 as of | Leonteq Securities AG 13F manager | New | Common stock | $269.3K | +844 | 844 <0.01% of shares | low |
| Q1 2026 as of | Prelude Capital Management, LLC 13F manager | New | Common stock | $233.8K | +1K | 1,383 <0.01% of shares | low |
| Q2 2026 as of | Citizens Financial Group INC/RI 13F manager | New | Common stock | $226.2K | +1K | 1,450 <0.01% of shares | low |
| Q3 2021 as of | Leonteq Securities AG 13F manager | New | Common stock | $124.3K | +480 | 480 <0.01% of shares | low |
| Q2 2026 as of | Salomon & Ludwin, LLC 13F manager | New | Common stock | $15.2K | +94 | 94 <0.01% of shares | low |
| Q4 2025 as of | Tucker Asset Management LLC 13F manager | New | Common stock | $5.2K | +24 | 24 <0.01% of shares | low |
| Q1 2026 as of | Estabrook Capital Management 13F manager | New | Common stock | $2.0K | +12 | 12 <0.01% of shares | low |
| Q4 2025 as of | Kilter Group LLC 13F manager | New | Common stock | $1.3K | +6 | 6 <0.01% of shares | low |
| Q1 2026 as of | Wedbush Securities Inc 13F manager | New | Common stock | $993 | +6K | 5,875 0.02% of shares | low |
| Q4 2025 as of | Principia Wealth Advisory, LLC 13F manager | New | Common stock | $869 | +4 | 4 <0.01% of shares | low |
| Q1 2026 as of | Gsa Capital Partners LLP 13F manager | New | Common stock | $605 | +4K | 3,576 <0.01% of shares | low |
| Q1 2026 as of | Lsv Asset Management 13F manager | New | Common stock | $473 | +3K | 2,800 <0.01% of shares | low |
| Q1 2026 as of | Janney Montgomery Scott LLC 13F manager | New | Common stock | $378 | +2K | 2,236 <0.01% of shares | low |
| Q1 2026 as of | Praxis Investment Management Inc 13F manager | New | Common stock | $322 | +2K | 1,903 <0.01% of shares | low |
| Q4 2025 as of | Mv Capital Management, Inc. 13F manager | New | Common stock | $218 | +1 | 1 <0.01% of shares | low |