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 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
34New |
$9.6K - $11.4K
|
34
$10.5K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
34+ 23.61% |
$9.6K - $11.4K
|
178
$54.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
33+ 0.77% |
$9.32K - $11K
|
4.32K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
32+ 0.1% |
$9.04K - $10.7K
|
32.9K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
30New |
$8.47K - $10K
|
30
$9.25K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29+ 0.5% |
$8.19K - $9.71K
|
5.85K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
28+ 2.11% |
$7.91K - $9.37K
|
1.36K
$418K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
27+ 4.08% |
$7.63K - $9.04K
|
689
$212K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
26+ 0.54% |
$7.34K - $8.7K
|
4.82K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
25New |
$7.06K - $8.37K
|
25
$7.71K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23New |
$6.5K - $7.7K
|
23
$7.09K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
19+ 1.79% |
$5.37K - $6.36K
|
1.08K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
18+ 2.34% |
$5.08K - $6.03K
|
788
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17New |
$4.8K - $5.69K
|
17
$5.24K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 18.06% |
$3.67K - $4.35K
|
85
$26.2K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
11New |
$3.11K - $3.68K
|
11
$3.39K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 125.0% |
$2.82K - $3.35K
|
18
$5.55K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$2.54K - $3.01K
|
9
$2.77K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 32.14% |
$2.54K - $3.01K
|
37
$11.4K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9+ 1.34% |
$2.54K - $3.01K
|
683
$211K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 42.11% |
$2.26K - $2.68K
|
27
$8.32K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.06% |
$2.26K - $2.68K
|
12.9K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$2.26K - $2.68K
|
8
$2.47K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7+ 0.9% |
$1.98K - $2.34K
|
782
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$1.98K - $2.34K
|
7
$2.16K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7+ 6.36% |
$1.98K - $2.34K
|
117
$36.1K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
6+ 4.32% |
$1.69K - $2.01K
|
145
$44.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 75.0% |
$1.69K - $2.01K
|
14
$4.32K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
5+ 0.74% |
$1.41K - $1.67K
|
678
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5+ 27.78% |
$1.41K - $1.67K
|
23
$7.09K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
5New |
$1.41K - $1.67K
|
5
$1.54K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$1.41K - $1.67K
|
5
$1.54K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5New |
$1.41K - $1.67K
|
5
$1.54K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4+ 0.37% |
$1.13K - $1.34K
|
1.08K
$334K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 60.0% |
$847 - $1K
|
8
$2.47K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3+ 0.17% |
$847 - $1K
|
1.81K
$558K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3New |
$847 - $1K
|
3
$925
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$847 - $1K
|
4
$1.23K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2+ 0.29% |
$565 - $669
|
698
$215K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2+ 0.03% |
$565 - $669
|
6.01K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 66.67% |
$565 - $669
|
5
$1.54K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 10.0% |
$565 - $669
|
22
$6.78K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 1.04% |
$565 - $669
|
194
$59.8K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2New |
$565 - $669
|
2
$616
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$565 - $669
|
2
$616
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.26% |
$565 - $669
|
774
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.32% |
$282 - $335
|
77
$23.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.25% |
$282 - $335
|
408
$126K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 20.0% |
$282 - $335
|
6
$1.85K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$282 - $335
|
4.15K
$1.28M
|