Purchases and Sales Made in Q1 2025 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q1 2025. The information is specifically focused on institutions that hold shares of Morningstar, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.08MNew |
$305M - $361M
|
1.08M
$333M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
253K+ 88.0% |
$71.5M - $84.7M
|
541K
$167M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
144K+ 30785.87% |
$40.6M - $48.1M
|
144K
$44.5M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
128KNew |
$36.1M - $42.7M
|
128K
$39.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
76.9K+ 212.26% |
$21.7M - $25.7M
|
113K
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
71.1K+ 345.15% |
$20.1M - $23.8M
|
91.7K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
64.6K+ 715.56% |
$18.2M - $21.6M
|
73.6K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
60.6KNew |
$17.1M - $20.3M
|
60.6K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
55.6K+ 4970.84% |
$15.7M - $18.6M
|
56.7K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
54.1K+ 9.64% |
$15.3M - $18.1M
|
616K
$190M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
53.3K+ 498.25% |
$15.1M - $17.9M
|
64K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46.9K+ 24.9% |
$13.2M - $15.7M
|
235K
$72.6M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
45.8K+ 39.08% |
$12.9M - $15.3M
|
163K
$50.3M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
45.5K+ 108.29% |
$12.8M - $15.2M
|
87.5K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.2K+ 2.15% |
$12.5M - $14.8M
|
2.1M
$648M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
39.6K+ 132.4% |
$11.2M - $13.2M
|
69.5K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
39.3K+ 688.92% |
$11.1M - $13.2M
|
45.1K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
38.5KNew |
$10.9M - $12.9M
|
38.5K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
37.5K+ 1513.38% |
$10.6M - $12.6M
|
40K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
25.5K+ 134.21% |
$7.2M - $8.54M
|
44.5K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
24.1K+ 183.69% |
$6.8M - $8.05M
|
37.2K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
23.3KNew |
$6.57M - $7.79M
|
23.3K
$7.18M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
20.1K+ 13.38% |
$5.67M - $6.72M
|
170K
$52.5M
|
|
|
May 14, 2025
Q1 2025
|
Tribune Investment Group LP
New York, NY |
BUY
|
- |
20K+ 125.0% |
$5.65M - $6.69M
|
36K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
20K+ 363.9% |
$5.64M - $6.69M
|
25.5K
$7.86M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
19.5KNew |
$5.5M - $6.51M
|
19.5K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
19.4KNew |
$5.48M - $6.49M
|
19.4K
$5.98M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 1471.55% |
$5.45M - $6.46M
|
20.6K
$6.35M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 106.81% |
$5.41M - $6.41M
|
37.1K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
18.6KNew |
$5.25M - $6.22M
|
18.6K
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.9K+ 803.65% |
$4.79M - $5.67M
|
19.1K
$5.88M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.9KNew |
$4.49M - $5.32M
|
15.9K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
15K+ 94.2% |
$4.23M - $5.01M
|
30.9K
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
14.9K+ 2302.32% |
$4.21M - $4.99M
|
15.5K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
14.8K+ 646.72% |
$4.18M - $4.95M
|
17.1K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14.7K+ 757.81% |
$4.17M - $4.94M
|
16.7K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7K+ 604.48% |
$4.16M - $4.93M
|
17.2K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.1K+ 203.63% |
$3.98M - $4.72M
|
21K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
12.7K+ 453.82% |
$3.59M - $4.25M
|
15.5K
$4.78M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 96.58% |
$3.52M - $4.18M
|
25.4K
$7.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 12.92% |
$3.43M - $4.07M
|
106K
$32.8M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
12.1K+ 3.97% |
$3.42M - $4.05M
|
317K
$97.8M
|
|
|
May 15, 2025
Q1 2025
|
Praesidium Investment Management Company, LLC
New York, NY |
BUY
|
- |
11.4K+ 12.67% |
$3.22M - $3.82M
|
101K
$31.3M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
10.9K+ 11.1% |
$3.08M - $3.66M
|
109K
$33.7M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
10.4K+ 389.4% |
$2.95M - $3.49M
|
13.1K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
10.4K+ 10.37% |
$2.93M - $3.48M
|
111K
$34.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 5.3% |
$2.86M - $3.38M
|
201K
$61.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10K+ 20.41% |
$2.82M - $3.35M
|
59K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.66KNew |
$2.73M - $3.23M
|
9.66K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.5KNew |
$2.68M - $3.18M
|
9.5K
$2.93M
|