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
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-169- 4.63% |
$47.7K - $56.6K
|
3.48K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-197- 3.79% |
$55.7K - $65.9K
|
5K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-200- 2.11% |
$56.5K - $66.9K
|
9.29K
$2.86M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-217- 99.54% |
$61.3K - $72.6K
|
1
$308
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-221- 40.77% |
$62.4K - $74K
|
321
$99K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-242- 1.48% |
$68.4K - $81K
|
16.2K
$4.98M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-250- 5.62% |
$70.6K - $83.7K
|
4.2K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-252- 2.87% |
$71.2K - $84.4K
|
8.52K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-278- 18.23% |
$78.5K - $93.1K
|
1.25K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-281- 2.63% |
$79.4K - $94.1K
|
10.4K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-284- 1.09% |
$80.2K - $95.1K
|
25.7K
$7.92M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-297- 9.13% |
$83.9K - $99.4K
|
2.96K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-342- 79.35% |
$96.6K - $114K
|
89
$27.4K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-351- 3.94% |
$99.2K - $117K
|
8.56K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-365- 12.88% |
$103K - $122K
|
2.47K
$761K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-367- 2.57% |
$104K - $123K
|
13.9K
$4.29M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-372- 9.52% |
$105K - $125K
|
3.53K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-375- 4.1% |
$106K - $126K
|
8.77K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-414- 25.41% |
$117K - $139K
|
1.22K
$375K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-439- 3.32% |
$124K - $147K
|
12.8K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-471- 1.52% |
$133K - $158K
|
30.6K
$9.44M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-486- 3.08% |
$137K - $163K
|
15.3K
$4.72M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-489- 41.51% |
$138K - $164K
|
689
$213K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-490- 28.91% |
$138K - $164K
|
1.21K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-507- 4.32% |
$143K - $170K
|
11.2K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-523- 3.25% |
$148K - $175K
|
15.5K
$4.79M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-530- 2.05% |
$150K - $177K
|
25.3K
$7.8M
|
|
|
May 15, 2025
Q1 2025
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-617- 0.48% |
$174K - $207K
|
128K
$39.5M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-636- 21.19% |
$180K - $213K
|
2.37K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-642- 28.38% |
$181K - $215K
|
1.62K
$500K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-647- 11.35% |
$183K - $217K
|
5.05K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-671- 42.55% |
$190K - $225K
|
906
$279K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-683- 3.04% |
$193K - $229K
|
21.8K
$6.73M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-796- 8.68% |
$225K - $266K
|
8.38K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-800- 1.46% |
$226K - $268K
|
54K
$16.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-892- 1.55% |
$252K - $299K
|
56.8K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-937- 9.61% |
$265K - $314K
|
8.82K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-946- 10.18% |
$267K - $317K
|
8.35K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-950- 6.54% |
$268K - $318K
|
13.6K
$4.18M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-953- 93.98% |
$269K - $319K
|
61
$18.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-965- 1.25% |
$273K - $323K
|
76.2K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-985- 4.49% |
$278K - $330K
|
20.9K
$6.46M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.29K- 2.03% |
$364K - $432K
|
62.1K
$19.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.29K- 3.07% |
$365K - $433K
|
40.8K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.36K- 29.83% |
$384K - $455K
|
3.2K
$985K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.58K- 15.67% |
$446K - $529K
|
8.5K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.68K- 17.55% |
$476K - $564K
|
7.91K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.71K- 19.99% |
$482K - $572K
|
6.84K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.77K- 7.7% |
$500K - $592K
|
21.2K
$6.54M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.83K- 7.65% |
$516K - $611K
|
22.1K
$6.8M
|