Purchases and Sales Made in Q2 2025 in Morningstar, Inc. (MORN)
This table provides information about the institutional ownership of Morningstar, Inc. (MORN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
105KNew |
$26.9M - $33.1M
|
105K
$29.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.6K+ 27.06% |
$1.68M - $2.07M
|
31K
$8.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
4.2K+ 7.46% |
$1.07M - $1.32M
|
60.4K
$17.1M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.32K+ 15.23% |
$592K - $728K
|
17.6K
$4.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.62K+ 90.07% |
$414K - $510K
|
3.43K
$969K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.52K+ 12.31% |
$388K - $477K
|
13.9K
$3.92M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
1.28K+ 110.71% |
$327K - $402K
|
2.44K
$690K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
730New |
$186K - $229K
|
730
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
669New |
$171K - $210K
|
669
$189K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
576+ 44.65% |
$147K - $181K
|
1.87K
$528K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
199+ 7.13% |
$50.8K - $62.5K
|
2.99K
$846K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
180New |
$46K - $56.5K
|
180
$50.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
156+ 30.23% |
$39.8K - $49K
|
672
$190K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148+ 46.54% |
$37.8K - $46.5K
|
466
$132K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
146+ 12.36% |
$37.3K - $45.8K
|
1.33K
$375K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
132+ 12.58% |
$33.7K - $41.4K
|
1.18K
$334K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
98+ 7.57% |
$25K - $30.8K
|
1.39K
$394K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
92+ 5.65% |
$23.5K - $28.9K
|
1.72K
$487K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
75+ 1.28% |
$19.1K - $23.5K
|
5.94K
$1.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
59+ 590.0% |
$15.1K - $18.5K
|
69
$19.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 14.53% |
$13.3K - $16.3K
|
410
$116K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
36New |
$9.19K - $11.3K
|
36
$10.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35New |
$8.94K - $11K
|
35
$9.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$2.55K - $3.14K
|
10
$2.83K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 0.99% |
$2.04K - $2.51K
|
819
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 50.0% |
$1.02K - $1.26K
|
12
$3.39K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$1.02K - $1.26K
|
4
$1.13K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3+ 0.44% |
$766 - $942
|
681
$193K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2New |
$511 - $628
|
2
$566
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 11.11% |
$511 - $628
|
20
$5.66K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 2.63% |
$255 - $314
|
37
$10.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 7.14% |
$255 - $314
|
13
$3.68K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$511 - $628
|
3
$848
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-4- 0.59% |
$1.02K - $1.26K
|
670
$189K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6- 0.63% |
$1.53K - $1.88K
|
949
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9- 0.5% |
$2.3K - $2.83K
|
1.79K
$507K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 2.94% |
$3.06K - $3.77K
|
396
$112K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-30- 3.81% |
$7.66K - $9.42K
|
758
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-48- 9.98% |
$12.3K - $15.1K
|
433
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-52- 35.86% |
$13.3K - $16.3K
|
93
$26.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-58- 14.54% |
$14.8K - $18.2K
|
341
$96.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-63- 2.31% |
$16.1K - $19.8K
|
2.67K
$755K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-92- 2.13% |
$23.5K - $28.9K
|
4.23K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-380- 0.67% |
$97K - $119K
|
56.4K
$16M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-514- 7.52% |
$131K - $161K
|
6.32K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-705- 5.47% |
$180K - $221K
|
12.2K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-754- 22.97% |
$193K - $237K
|
2.53K
$715K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-923- 11.06% |
$236K - $290K
|
7.43K
$2.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.12K- 1.81% |
$287K - $353K
|
61K
$17.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-10.8K- 10.42% |
$2.75M - $3.38M
|
92.6K
$26.2M
|