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 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
238+ 4.23% |
$67.2K - $79.7K
|
5.86K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
233+ 6.37% |
$65.8K - $78K
|
3.89K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
228+ 8.89% |
$64.4K - $76.3K
|
2.79K
$861K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
216+ 5.6% |
$61K - $72.3K
|
4.08K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
216+ 16.24% |
$61K - $72.3K
|
1.55K
$477K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
215+ 390.91% |
$60.7K - $72K
|
270
$83.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
215+ 6.44% |
$60.7K - $72K
|
3.56K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
211+ 3.09% |
$59.6K - $70.6K
|
7.03K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
197+ 91.63% |
$55.7K - $65.9K
|
412
$127K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
191+ 10.49% |
$54K - $63.9K
|
2.01K
$621K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
185+ 29.6% |
$52.3K - $61.9K
|
810
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
165+ 11.27% |
$46.6K - $55.2K
|
1.63K
$502K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
159+ 17.87% |
$44.9K - $53.2K
|
1.05K
$324K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
159+ 9.68% |
$44.9K - $53.2K
|
1.8K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
153+ 6.79% |
$43.2K - $51.2K
|
2.41K
$742K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
152+ 5066.67% |
$42.9K - $50.9K
|
155
$47.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
150+ 205.48% |
$42.4K - $50.2K
|
223
$68.8K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
140+ 19.58% |
$39.5K - $46.9K
|
855
$264K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129+ 6.21% |
$36.4K - $43.2K
|
2.21K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
125+ 6.95% |
$35.3K - $41.8K
|
1.92K
$593K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117+ 3.6% |
$33.1K - $39.2K
|
3.36K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
112+ 2.06% |
$31.6K - $37.5K
|
5.54K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
112+ 172.31% |
$31.6K - $37.5K
|
177
$54.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
111+ 9.75% |
$31.4K - $37.2K
|
1.25K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
110New |
$31.1K - $36.8K
|
110
$33.9K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.56% |
$28.2K - $33.5K
|
6.5K
$2M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.33% |
$28.2K - $33.5K
|
7.6K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 1.79% |
$28.2K - $33.5K
|
5.7K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
93+ 6.4% |
$26.3K - $31.1K
|
1.55K
$477K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
93+ 6.66% |
$26.3K - $31.1K
|
1.49K
$459K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
86+ 0.89% |
$24.3K - $28.8K
|
9.7K
$2.99M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
84+ 31.0% |
$23.7K - $28.1K
|
355
$109K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
83New |
$23.4K - $27.8K
|
83
$25.6K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
82+ 10.49% |
$23.2K - $27.4K
|
864
$266K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
81New |
$22.9K - $27.1K
|
81
$25K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
80+ 0.53% |
$22.6K - $26.8K
|
15.2K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
76+ 2.05% |
$21.5K - $25.4K
|
3.78K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
70+ 16.83% |
$19.8K - $23.4K
|
486
$150K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
60+ 4.32% |
$16.9K - $20.1K
|
1.45K
$447K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54+ 1.86% |
$15.3K - $18.1K
|
2.96K
$913K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 10.49% |
$13.8K - $16.4K
|
516
$159K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
49+ 0.95% |
$13.8K - $16.4K
|
5.2K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
48+ 6.58% |
$13.6K - $16.1K
|
777
$240K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46+ 3.1% |
$13K - $15.4K
|
1.53K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
44+ 146.67% |
$12.4K - $14.7K
|
74
$22.8K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
42+ 37.84% |
$11.9K - $14.1K
|
153
$47.2K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
42+ 3.37% |
$11.9K - $14.1K
|
1.29K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
41+ 820.0% |
$11.6K - $13.7K
|
46
$14.2K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
40+ 235.29% |
$11.3K - $13.4K
|
57
$17.6K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
38New |
$10.7K - $12.7K
|
38
$11.7K
|