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 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 3.76% |
$391K - $463K
|
38.2K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.3KNew |
$366K - $433K
|
1.3K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
1.24KNew |
$351K - $415K
|
1.24K
$383K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.17KNew |
$331K - $392K
|
1.17K
$361K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
1.16KNew |
$327K - $388K
|
1.16K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 9.12% |
$305K - $362K
|
12.9K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 2.89% |
$302K - $358K
|
38.2K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
966New |
$273K - $323K
|
966
$298K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
953+ 1562.3% |
$269K - $319K
|
1.01K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
947New |
$268K - $317K
|
947
$292K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
929New |
$262K - $311K
|
929
$286K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
923New |
$261K - $309K
|
923
$284K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
921+ 1.6% |
$260K - $308K
|
58.4K
$18M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
821New |
$232K - $275K
|
821
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
798+ 17.24% |
$225K - $267K
|
5.43K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
762New |
$215K - $255K
|
762
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
760+ 2.11% |
$215K - $254K
|
36.7K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
744+ 14.61% |
$210K - $249K
|
5.84K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
738+ 5.54% |
$208K - $247K
|
14.1K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
698New |
$197K - $234K
|
698
$215K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
676+ 4.07% |
$191K - $226K
|
17.3K
$5.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
669New |
$189K - $224K
|
669
$206K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
656+ 24.15% |
$185K - $220K
|
3.37K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
605+ 5.95% |
$171K - $203K
|
10.8K
$3.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
581+ 20.6% |
$164K - $194K
|
3.4K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
560+ 2.22% |
$158K - $187K
|
25.8K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
556New |
$157K - $186K
|
556
$171K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
545+ 54.66% |
$154K - $182K
|
1.54K
$475K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
526+ 184.56% |
$149K - $176K
|
811
$250K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
500+ 22.15% |
$141K - $167K
|
2.76K
$850K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
500+ 26.88% |
$141K - $167K
|
2.36K
$727K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
491+ 8.23% |
$139K - $164K
|
6.46K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
484+ 59.24% |
$137K - $162K
|
1.3K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
474+ 131.3% |
$134K - $159K
|
835
$257K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
470+ 4.0% |
$133K - $157K
|
12.2K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
422+ 8.28% |
$119K - $141K
|
5.52K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
409+ 64.92% |
$116K - $137K
|
1.04K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
387+ 19350.0% |
$109K - $130K
|
389
$120K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
383+ 11.23% |
$108K - $128K
|
3.79K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
375New |
$106K - $126K
|
375
$116K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
323+ 0.23% |
$91.2K - $108K
|
139K
$42.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
318New |
$89.8K - $106K
|
318
$98K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
309+ 18.18% |
$87.3K - $103K
|
2.01K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
303+ 3.65% |
$85.6K - $101K
|
8.6K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
285+ 10.69% |
$80.5K - $95.4K
|
2.95K
$910K
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
275+ 2.28% |
$77.7K - $92.1K
|
12.3K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
261+ 3.22% |
$73.7K - $87.4K
|
8.37K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
259+ 24.16% |
$73.2K - $86.7K
|
1.33K
$410K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
257+ 0.57% |
$72.6K - $86K
|
45.1K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
255+ 3.75% |
$72K - $85.4K
|
7.06K
$2.18M
|