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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
5.36K+ 40.87% |
$1.37M - $1.68M
|
18.5K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.29K+ 128.8% |
$1.35M - $1.66M
|
9.39K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.15K+ 207.45% |
$1.31M - $1.62M
|
7.63K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.12KNew |
$1.31M - $1.61M
|
5.12K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.1K+ 39.43% |
$1.3M - $1.6M
|
18K
$4.49M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.88K+ 28.36% |
$1.25M - $1.53M
|
22.1K
$5.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.86KNew |
$1.24M - $1.53M
|
4.86K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.71KNew |
$1.2M - $1.48M
|
4.71K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.44KNew |
$1.13M - $1.39M
|
4.44K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.34K+ 135.81% |
$1.11M - $1.36M
|
7.53K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
4.29K+ 84.64% |
$1.09M - $1.35M
|
9.35K
$2.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
4.29KNew |
$1.09M - $1.35M
|
4.29K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
4.2K+ 7.46% |
$1.07M - $1.32M
|
60.4K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
4.15KNew |
$1.06M - $1.3M
|
4.15K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.05K+ 4.88% |
$1.03M - $1.27M
|
87K
$21.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
4.02KNew |
$1.03M - $1.26M
|
4.02K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.01KNew |
$1.02M - $1.26M
|
4.01K
$998K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.91KNew |
$999K - $1.23M
|
3.91K
$974K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.72K+ 111.91% |
$950K - $1.17M
|
7.05K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.47K+ 8.59% |
$886K - $1.09M
|
43.9K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 18.72% |
$816K - $1M
|
20.3K
$5.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
3.09KNew |
$789K - $970K
|
3.09K
$769K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.01K+ 241.23% |
$769K - $946K
|
4.26K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
2.82KNew |
$720K - $885K
|
2.82K
$702K
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.58K+ 6.74% |
$658K - $809K
|
40.8K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.5K+ 162.21% |
$638K - $784K
|
4.04K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.45K+ 91.63% |
$626K - $770K
|
5.13K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.32K+ 15.23% |
$592K - $728K
|
17.6K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.3K+ 3.9% |
$588K - $723K
|
61.3K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$575K - $707K
|
2.25K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.19K+ 393.71% |
$559K - $687K
|
2.75K
$683K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.14K+ 247.8% |
$547K - $672K
|
3.01K
$748K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.11K+ 10.69% |
$538K - $661K
|
21.8K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.04K+ 2.76% |
$520K - $639K
|
75.6K
$18.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.97K+ 3.47% |
$503K - $618K
|
58.7K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.94K+ 75.33% |
$494K - $608K
|
4.51K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.81K+ 3.8% |
$463K - $569K
|
49.5K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.79KNew |
$457K - $562K
|
1.79K
$446K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.76K+ 3.0% |
$448K - $551K
|
60.2K
$15M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.62K+ 90.07% |
$414K - $510K
|
3.43K
$853K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.54KNew |
$394K - $484K
|
1.54K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.54K+ 220.63% |
$393K - $483K
|
2.24K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.52K+ 15.78% |
$389K - $478K
|
11.2K
$2.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.52K+ 12.31% |
$388K - $477K
|
13.9K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.43KNew |
$366K - $450K
|
1.43K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.36K+ 5.83% |
$346K - $426K
|
24.6K
$6.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.35KNew |
$345K - $424K
|
1.35K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.34KNew |
$342K - $421K
|
1.34K
$334K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.33K+ 59.51% |
$340K - $418K
|
3.57K
$889K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.31K+ 1.55% |
$335K - $412K
|
85.8K
$21.4M
|