Morningstar Investment Management LLC Purchases and Sells in Q2 2025

Morningstar Investment Management LLC

  • $1.14 Billion
  • Q2 2025

Top Buys

Incresed Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
75.8K
+ 28.88%
$94.31 - $157.99 $7.15M - $12M
338K $53.4M
115K
+ 39.76%
$236.71 - $261.92 $27.3M - $30.2M
405K $101M
1.71K
+ 1.33%
$354.56 - $497.45 $605K - $848K
130K $64.7M
54.8K
+ 18.08%
$144.7 - $178.6 $7.93M - $9.79M
358K $63.1M
9.29K
+ 21.81%
$484.66 - $738.09 $4.5M - $6.86M
51.9K $38.3M
15.9K
+ 32.89%
$146.29 - $275.65 $2.33M - $4.39M
64.3K $17.7M
View all

New Holdings

140 operations
Stock Shares change Price Range Shares Held Trade History
236K
New
$60.73 - $67.45 $14.3M - $15.9M
236K $15.4M
81.4K
New
$48.77 - $49.55 $3.97M - $4.03M
81.4K $4.03M
9.48K
New
$220.99 - $268.54 $2.09M - $2.55M
9.48K $2.26M
5.82K
New
$276.76 - $326.81 $1.61M - $1.9M
5.82K $1.8M
BLACKROCK INC
1.67K
New
N/A
1.67K $1.75M
7.07K
New
$197.25 - $244.33 $1.4M - $1.73M
7.07K $1.72M
View all

Top Sells

Reduced Positions

14 operations
Stock Shares change Price Range Shares Held Trade History
-1.33M
- 10.7%
$22.54 - $23.17 $30M - $30.8M
11.1M $255M
-116K
- 36.73%
$204.89 - $224.73 $23.8M - $26.1M
200K $43.8M
-288K
- 14.64%
$24.19 - $24.45 $6.98M - $7.05M
1.68M $41M
-49.4K
- 40.64%
$58.63 - $59.9 $2.9M - $2.96M
72.2K $4.32M
-11.9K
- 47.51%
$103.16 - $128.52 $1.23M - $1.53M
13.2K $1.69M
-108K
- 25.38%
$48.92 - $72.65 $5.3M - $7.87M
318K $22.9M
View all
Activity Summary
Buys All Purchases 187 New Holdings 140 Increased Positions 47 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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