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 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$282 - $335
|
1
$308
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$282 - $335
|
1
$308
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$282 - $335
|
926
$286K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$282 - $335
|
1
$308
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 7.69% |
$282 - $335
|
12
$3.7K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1- 0.04% |
$282 - $335
|
2.48K
$765K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2- 0.82% |
$565 - $669
|
243
$74.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.12% |
$847 - $1K
|
2.6K
$803K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.52% |
$1.13K - $1.34K
|
765
$236K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11- 34.38% |
$3.11K - $3.68K
|
21
$6.48K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.26% |
$3.11K - $3.68K
|
4.2K
$1.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12- 54.55% |
$3.39K - $4.02K
|
10
$3.08K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13- 0.24% |
$3.67K - $4.35K
|
5.34K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-15- 2.06% |
$4.24K - $5.02K
|
713
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-18- 4.32% |
$5.08K - $6.03K
|
399
$123K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-19- 90.48% |
$5.37K - $6.36K
|
2
$617
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-26- 34.21% |
$7.34K - $8.7K
|
50
$15.4K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 7.97% |
$8.76K - $10.4K
|
358
$110K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-34- 4.06% |
$9.6K - $11.4K
|
803
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-37- 0.7% |
$10.5K - $12.4K
|
5.25K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-38- 0.7% |
$10.7K - $12.7K
|
5.39K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 54.79% |
$11.3K - $13.4K
|
33
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-42- 0.28% |
$11.9K - $14.1K
|
15K
$4.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-42- 1.43% |
$11.9K - $14.1K
|
2.91K
$896K
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-45- 0.08% |
$12.7K - $15.1K
|
56.6K
$17.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-56- 4.53% |
$15.8K - $18.7K
|
1.18K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-57- 0.9% |
$16.1K - $19.1K
|
6.3K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-59- 92.19% |
$16.7K - $19.7K
|
5
$1.54K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-61- 5.42% |
$17.2K - $20.4K
|
1.06K
$328K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 22.96% |
$17.5K - $20.8K
|
208
$64.2K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-68- 6.55% |
$19.2K - $22.8K
|
970
$299K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-72- 1.21% |
$20.3K - $24.1K
|
5.87K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-76- 22.96% |
$21.5K - $25.4K
|
255
$78.6K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-80- 2.64% |
$22.6K - $26.8K
|
2.95K
$910K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-86- 11.32% |
$24.3K - $28.8K
|
674
$208K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-90- 1.12% |
$25.4K - $30.1K
|
7.98K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-95- 1.76% |
$26.8K - $31.8K
|
5.32K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-97- 3.76% |
$27.4K - $32.5K
|
2.48K
$765K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-97- 9.22% |
$27.4K - $32.5K
|
955
$295K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-99- 4.47% |
$28K - $33.1K
|
2.12K
$652K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 6.22% |
$28.2K - $33.5K
|
1.51K
$465K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-112- 8.87% |
$31.6K - $37.5K
|
1.15K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-120- 4.46% |
$33.9K - $40.2K
|
2.57K
$793K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-124- 6.48% |
$35K - $41.5K
|
1.79K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125Closed |
$35.3K - $41.8K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-136- 32.15% |
$38.4K - $45.5K
|
287
$88.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-150- 7.69% |
$42.4K - $50.2K
|
1.8K
$555K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-164- 4.76% |
$46.3K - $54.9K
|
3.28K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-165- 9.68% |
$46.6K - $55.2K
|
1.54K
$475K
|