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 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
232+ 1.34% |
$59.2K - $72.8K
|
17.5K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
200+ 4.88% |
$51.1K - $62.8K
|
4.3K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
199+ 7.13% |
$50.8K - $62.5K
|
2.99K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
188+ 9.36% |
$48K - $59K
|
2.2K
$547K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
188+ 26.67% |
$48K - $59K
|
893
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
184New |
$47K - $57.8K
|
184
$45.8K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
180New |
$46K - $56.5K
|
180
$44.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
171+ 4.72% |
$43.7K - $53.7K
|
3.79K
$944K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
160+ 0.64% |
$40.8K - $50.2K
|
25K
$6.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
157+ 0.61% |
$40.1K - $49.3K
|
26K
$6.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
157+ 5.32% |
$40.1K - $49.3K
|
3.11K
$774K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
157+ 6.36% |
$40.1K - $49.3K
|
2.63K
$653K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
156+ 30.23% |
$39.8K - $49K
|
672
$167K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148+ 46.54% |
$37.8K - $46.5K
|
466
$116K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
146+ 12.36% |
$37.3K - $45.8K
|
1.33K
$330K
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
140+ 14.49% |
$35.7K - $44K
|
1.11K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
139+ 17.89% |
$35.5K - $43.6K
|
916
$228K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
136+ 4.17% |
$34.7K - $42.7K
|
3.4K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
135+ 0.42% |
$34.5K - $42.4K
|
32.2K
$8.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
132+ 12.58% |
$33.7K - $41.4K
|
1.18K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
116+ 203.51% |
$29.6K - $36.4K
|
173
$43.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
103+ 12.55% |
$26.3K - $32.3K
|
924
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
101+ 1.27% |
$25.8K - $31.7K
|
8.08K
$2.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 1.75% |
$25.5K - $31.4K
|
5.8K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 1.69% |
$25.5K - $31.4K
|
6K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 270.27% |
$25.5K - $31.4K
|
137
$34.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
98+ 7.57% |
$25K - $30.8K
|
1.39K
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
92+ 5.65% |
$23.5K - $28.9K
|
1.72K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
92New |
$23.5K - $28.9K
|
92
$22.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
75+ 1.28% |
$19.1K - $23.5K
|
5.94K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
74+ 15.23% |
$18.9K - $23.2K
|
560
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
69+ 0.82% |
$17.6K - $21.7K
|
8.45K
$2.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
59+ 590.0% |
$15.1K - $18.5K
|
69
$17.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
58+ 0.73% |
$14.8K - $18.2K
|
7.97K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
56+ 5.19% |
$14.3K - $17.6K
|
1.14K
$283K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 2.78% |
$14.3K - $17.6K
|
2.07K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 14.53% |
$13.3K - $16.3K
|
410
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
51+ 7.36% |
$13K - $16K
|
744
$185K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51+ 28.81% |
$13K - $16K
|
228
$56.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
46+ 6.68% |
$11.7K - $14.4K
|
735
$183K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
38+ 32.48% |
$9.7K - $11.9K
|
155
$38.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
36New |
$9.19K - $11.3K
|
36
$8.96K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35New |
$8.94K - $11K
|
35
$8.71K
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
34+ 0.08% |
$8.68K - $10.7K
|
45.1K
$11.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
32+ 0.84% |
$8.17K - $10K
|
3.83K
$952K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
32+ 3200.0% |
$8.17K - $10K
|
33
$8.21K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
29+ 2.52% |
$7.4K - $9.1K
|
1.18K
$294K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 450.0% |
$6.89K - $8.48K
|
33
$8.21K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23+ 13.45% |
$5.87K - $7.22K
|
194
$48.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22+ 0.63% |
$5.62K - $6.91K
|
3.51K
$872K
|