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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
9.37KNew |
$2.65M - $3.13M
|
9.37K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.23K+ 73.56% |
$2.61M - $3.09M
|
21.8K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.77K+ 519.11% |
$2.48M - $2.94M
|
10.5K
$3.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
8.69KNew |
$2.45M - $2.91M
|
8.69K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
8.37K+ 0.99% |
$2.36M - $2.8M
|
850K
$262M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
8.06K+ 60.89% |
$2.28M - $2.7M
|
21.3K
$6.56M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.78K+ 124.1% |
$2.2M - $2.6M
|
14K
$4.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
7.17K+ 14.63% |
$2.03M - $2.4M
|
56.2K
$17.3M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.83K+ 4017.06% |
$1.93M - $2.29M
|
7K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.28KNew |
$1.77M - $2.1M
|
6.28K
$1.94M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.8K+ 762.89% |
$1.64M - $1.94M
|
6.56K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
5.78KNew |
$1.63M - $1.94M
|
5.78K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.6K+ 75.72% |
$1.58M - $1.87M
|
13K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.53K+ 564.96% |
$1.56M - $1.85M
|
6.51K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5.47KNew |
$1.55M - $1.83M
|
5.47K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.07KNew |
$1.43M - $1.7M
|
5.07K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.45K+ 250.79% |
$1.26M - $1.49M
|
6.22K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.96KNew |
$1.12M - $1.33M
|
3.96K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.62KNew |
$1.02M - $1.21M
|
3.62K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.33KNew |
$939K - $1.11M
|
3.33K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.3K+ 21.16% |
$933K - $1.11M
|
18.9K
$5.83M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.25K+ 32.47% |
$918K - $1.09M
|
13.3K
$4.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.11K+ 14.64% |
$880K - $1.04M
|
24.4K
$7.52M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.95K+ 2474.79% |
$832K - $986K
|
3.06K
$944K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$772K - $915K
|
2.73K
$842K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
2.68KNew |
$757K - $897K
|
2.68K
$826K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.67KNew |
$754K - $893K
|
2.67K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
2.66K+ 16.02% |
$752K - $891K
|
19.3K
$5.94M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.43K+ 2.3% |
$685K - $812K
|
108K
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.38KNew |
$673K - $797K
|
2.38K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.38KNew |
$671K - $796K
|
2.38K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.37K+ 13.63% |
$668K - $792K
|
19.7K
$6.08M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.27K+ 1.17% |
$641K - $760K
|
196K
$60.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.16KNew |
$611K - $724K
|
2.16K
$667K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.12K+ 1766.67% |
$599K - $710K
|
2.24K
$690K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.11KNew |
$596K - $706K
|
2.11K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
1.92KNew |
$541K - $641K
|
1.92K
$591K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.85K+ 16.39% |
$521K - $618K
|
13.1K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.82K+ 284.66% |
$514K - $609K
|
2.46K
$758K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.81K+ 1.32% |
$510K - $605K
|
139K
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.81K+ 80.73% |
$510K - $605K
|
4.04K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.78KNew |
$504K - $597K
|
1.78K
$550K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.77KNew |
$499K - $591K
|
1.77K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.75KNew |
$494K - $585K
|
1.75K
$539K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.72KNew |
$486K - $576K
|
1.72K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.69K+ 4.36% |
$477K - $565K
|
40.4K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
1.66K+ 21.53% |
$468K - $554K
|
9.35K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.51KNew |
$427K - $505K
|
1.51K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.51K+ 58.15% |
$426K - $505K
|
4.1K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.44K+ 3.12% |
$408K - $483K
|
47.7K
$14.7M
|