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
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.95K- 8.21% |
$550K - $652K
|
21.8K
$6.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.02K- 1.91% |
$570K - $675K
|
103K
$31.9M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-2.13K- 44.36% |
$603K - $714K
|
2.68K
$826K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.31K- 2.94% |
$653K - $774K
|
76.3K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.47K- 2.84% |
$698K - $827K
|
84.5K
$26.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.64K- 2.44% |
$744K - $882K
|
105K
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-2.68K- 41.3% |
$758K - $898K
|
3.82K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.7K- 7.77% |
$762K - $903K
|
32K
$9.88M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.72K- 3.17% |
$767K - $909K
|
83K
$25.6M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-3.07K- 71.89% |
$868K - $1.03M
|
1.2K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.32K- 15.47% |
$938K - $1.11M
|
18.1K
$5.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.42K- 18.33% |
$965K - $1.14M
|
15.2K
$4.69M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.69K- 74.55% |
$1.04M - $1.24M
|
1.26K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.96K- 30.52% |
$1.12M - $1.33M
|
9.01K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.46K- 20.28% |
$1.26M - $1.49M
|
17.5K
$5.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.02K- 16.13% |
$1.42M - $1.68M
|
26.1K
$8.05M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
SELL
|
- |
-5.65K- 0.43% |
$1.6M - $1.89M
|
1.3M
$401M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5.86K- 17.9% |
$1.66M - $1.96M
|
26.9K
$8.29M
|
|
|
May 12, 2025
Q1 2025
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-7K- 28.0% |
$1.98M - $2.34M
|
18K
$5.55M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-7.99K- 4.52% |
$2.26M - $2.68M
|
169K
$52M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.21K- 55.4% |
$2.32M - $2.75M
|
6.61K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-12K- 43.02% |
$3.39M - $4.02M
|
15.9K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.5K- 5.45% |
$3.54M - $4.2M
|
218K
$67.1M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-13K- 46.23% |
$3.67M - $4.35M
|
15.1K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-15.9K- 22.63% |
$4.48M - $5.31M
|
54.2K
$16.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-17.9K- 6.56% |
$5.05M - $5.99M
|
255K
$78.7M
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-25.9K- 3.75% |
$7.32M - $8.67M
|
664K
$205M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-33.1K- 19.42% |
$9.36M - $11.1M
|
138K
$42.4M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-65K- 6.67% |
$18.4M - $21.8M
|
910K
$281M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-94.6K- 40.68% |
$26.7M - $31.7M
|
138K
$42.5M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-118K- 60.53% |
$33.2M - $39.3M
|
76.6K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-127K- 75.4% |
$35.8M - $42.4M
|
41.3K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-143K- 5.11% |
$40.4M - $47.9M
|
2.66M
$821M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-144K- 99.67% |
$40.6M - $48.1M
|
481
$148K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-154K- 15.16% |
$43.5M - $51.6M
|
862K
$266M
|
|
|
May 15, 2025
Q1 2025
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-202K- 14.69% |
$57M - $67.6M
|
1.17M
$362M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-387K- 29.69% |
$109M - $130M
|
916K
$283M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-621K- 92.9% |
$176M - $208M
|
47.5K
$14.6M
|