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 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 25.88% |
$5.62K - $6.91K
|
107
$26.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20+ 1.16% |
$5.11K - $6.28K
|
1.74K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17+ 0.45% |
$4.34K - $5.34K
|
3.8K
$945K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
16+ 8.99% |
$4.08K - $5.02K
|
194
$48.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16+ 76.19% |
$4.08K - $5.02K
|
37
$9.21K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12+ 0.78% |
$3.06K - $3.77K
|
1.54K
$384K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 37.04% |
$2.55K - $3.14K
|
37
$9.21K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$2.55K - $3.14K
|
10
$2.49K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
9+ 0.08% |
$2.3K - $2.83K
|
11.2K
$2.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 0.99% |
$2.04K - $2.51K
|
819
$204K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 2.58% |
$1.28K - $1.57K
|
199
$49.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4+ 4.82% |
$1.02K - $1.26K
|
87
$21.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$1.02K - $1.26K
|
4
$996
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 50.0% |
$1.02K - $1.26K
|
12
$2.99K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 44.44% |
$1.02K - $1.26K
|
13
$3.24K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 60.0% |
$766 - $942
|
8
$1.99K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3+ 0.44% |
$766 - $942
|
681
$170K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3New |
$766 - $942
|
3
$747
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$766 - $942
|
3
$747
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 25.0% |
$766 - $942
|
15
$3.73K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3+ 0.35% |
$766 - $942
|
858
$214K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 300.0% |
$766 - $942
|
4
$996
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.26% |
$511 - $628
|
776
$193K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$511 - $628
|
2
$498
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 2.53% |
$511 - $628
|
81
$20.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$511 - $628
|
2
$498
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$511 - $628
|
2
$498
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 200.0% |
$511 - $628
|
3
$747
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 2.86% |
$511 - $628
|
72
$17.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 11.11% |
$511 - $628
|
20
$4.98K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2New |
$511 - $628
|
2
$498
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$511 - $628
|
1.81K
$451K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$511 - $628
|
2
$498
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.3% |
$255 - $314
|
78
$19.4K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$255 - $314
|
1
$249
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$255 - $314
|
1
$249
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 100.0% |
$255 - $314
|
2
$498
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1New |
$255 - $314
|
1
$249
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$255 - $314
|
2.11K
$525K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$255 - $314
|
1
$249
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 7.14% |
$255 - $314
|
13
$3.24K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 2.63% |
$255 - $314
|
37
$9.21K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$511 - $628
|
3
$747
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-3- 3.7% |
$766 - $942
|
78
$19.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-4- 0.59% |
$1.02K - $1.26K
|
670
$167K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-5Closed |
$1.28K - $1.57K
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-5- 0.06% |
$1.28K - $1.57K
|
8.68K
$2.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-5- 21.74% |
$1.28K - $1.57K
|
18
$4.48K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6- 0.63% |
$1.53K - $1.88K
|
949
$236K
|