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 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
1.28K+ 110.71% |
$327K - $402K
|
2.44K
$607K
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.26KNew |
$323K - $397K
|
1.26K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.25K+ 0.9% |
$320K - $394K
|
140K
$34.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.19KNew |
$303K - $373K
|
1.19K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.18K+ 16.83% |
$302K - $371K
|
8.21K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
1.17K+ 30.69% |
$299K - $368K
|
4.99K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.17KNew |
$298K - $367K
|
1.17K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.12KNew |
$287K - $353K
|
1.12K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
990New |
$253K - $311K
|
990
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
950New |
$243K - $298K
|
950
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
950+ 104.86% |
$243K - $298K
|
1.86K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
868+ 56.29% |
$222K - $272K
|
2.41K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
861New |
$220K - $270K
|
861
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
852+ 39.39% |
$218K - $267K
|
3.02K
$750K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
800New |
$204K - $251K
|
800
$199K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
788+ 20.27% |
$201K - $247K
|
4.68K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
785New |
$200K - $246K
|
785
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
783+ 5.9% |
$200K - $246K
|
14K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
741New |
$189K - $233K
|
741
$184K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
730New |
$186K - $229K
|
730
$182K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
720New |
$184K - $226K
|
720
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
711New |
$182K - $223K
|
711
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
701New |
$179K - $220K
|
701
$174K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
687New |
$175K - $216K
|
687
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
679+ 65.35% |
$173K - $213K
|
1.72K
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
669New |
$171K - $210K
|
669
$167K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
668+ 19.64% |
$171K - $210K
|
4.07K
$1.01M
|
|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
666+ 12.35% |
$170K - $209K
|
6.06K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
660New |
$169K - $207K
|
660
$164K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
646New |
$165K - $203K
|
646
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
641New |
$164K - $201K
|
641
$160K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
576+ 44.65% |
$147K - $181K
|
1.87K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
573+ 19.42% |
$146K - $180K
|
3.52K
$877K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
562New |
$143K - $176K
|
562
$140K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
539+ 2450.0% |
$138K - $169K
|
561
$140K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
517+ 14.54% |
$132K - $162K
|
4.07K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
516+ 9.35% |
$132K - $162K
|
6.03K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
479+ 8.21% |
$122K - $150K
|
6.32K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
438+ 492.13% |
$112K - $138K
|
527
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
437New |
$112K - $137K
|
437
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
381+ 5.9% |
$97.3K - $120K
|
6.84K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
351+ 6.42% |
$89.6K - $110K
|
5.82K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
343+ 11.59% |
$87.6K - $108K
|
3.3K
$822K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
331+ 7.88% |
$84.5K - $104K
|
4.53K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
295+ 24.28% |
$75.3K - $92.6K
|
1.51K
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
288+ 14.98% |
$73.5K - $90.4K
|
2.21K
$550K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
267+ 2.38% |
$68.2K - $83.8K
|
11.5K
$2.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
257+ 9.02% |
$65.6K - $80.7K
|
3.11K
$773K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
257+ 10.36% |
$65.6K - $80.7K
|
2.74K
$682K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
236+ 17.73% |
$60.3K - $74.1K
|
1.57K
$390K
|