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
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8- 0.36% |
$2.04K - $2.51K
|
2.2K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9- 0.5% |
$2.3K - $2.83K
|
1.79K
$446K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-9- 1.35% |
$2.3K - $2.83K
|
660
$164K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 42.31% |
$2.81K - $3.45K
|
15
$3.73K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 2.94% |
$3.06K - $3.77K
|
396
$98.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14- 0.47% |
$3.57K - $4.4K
|
2.94K
$733K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-15- 0.62% |
$3.83K - $4.71K
|
2.39K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-16- 20.51% |
$4.08K - $5.02K
|
62
$15.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-19- 1.26% |
$4.85K - $5.96K
|
1.49K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 5.8% |
$5.11K - $6.28K
|
325
$80.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-20- 0.04% |
$5.11K - $6.28K
|
56.6K
$14.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-27- 0.66% |
$6.89K - $8.48K
|
4.05K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-30- 3.92% |
$7.66K - $9.42K
|
735
$183K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-30- 3.81% |
$7.66K - $9.42K
|
758
$189K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-38- 4.69% |
$9.7K - $11.9K
|
772
$192K
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-40- 3.17% |
$10.2K - $12.6K
|
1.22K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-44- 0.85% |
$11.2K - $13.8K
|
5.16K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-48- 9.98% |
$12.3K - $15.1K
|
433
$108K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-52- 35.86% |
$13.3K - $16.3K
|
93
$23.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 27.4% |
$14.6K - $17.9K
|
151
$37.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-58- 0.56% |
$14.8K - $18.2K
|
10.3K
$2.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-58- 14.54% |
$14.8K - $18.2K
|
341
$84.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-58- 0.67% |
$14.8K - $18.2K
|
8.54K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-63- 2.31% |
$16.1K - $19.8K
|
2.67K
$665K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-64- 1.07% |
$16.3K - $20.1K
|
5.94K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-67- 3.17% |
$17.1K - $21K
|
2.05K
$510K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-92- 2.13% |
$23.5K - $28.9K
|
4.23K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.32% |
$25.5K - $31.4K
|
7.5K
$1.87M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.54% |
$25.5K - $31.4K
|
6.4K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-103- 3.06% |
$26.3K - $32.3K
|
3.26K
$811K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-103- 66.45% |
$26.3K - $32.3K
|
52
$12.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-105- 43.21% |
$26.8K - $33K
|
138
$34.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-108- 2.16% |
$27.6K - $33.9K
|
4.89K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-118- 2.45% |
$30.1K - $37K
|
4.7K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-126- 39.25% |
$32.2K - $39.6K
|
195
$48.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-127- 1.8% |
$32.4K - $39.9K
|
6.93K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-128- 8.21% |
$32.7K - $40.2K
|
1.43K
$356K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-135- 8.95% |
$34.5K - $42.4K
|
1.37K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-138- 17.19% |
$35.2K - $43.3K
|
665
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-148- 2.78% |
$37.8K - $46.5K
|
5.17K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-148- 0.95% |
$37.8K - $46.5K
|
15.4K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-150- 12.45% |
$38.3K - $47.1K
|
1.06K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-168- 2.67% |
$42.9K - $52.7K
|
6.13K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-169- 91.85% |
$43.1K - $53.1K
|
15
$3.73K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-192- 4.34% |
$49K - $60.3K
|
4.23K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 18.45% |
$51.1K - $62.8K
|
884
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-203- 0.79% |
$51.8K - $63.7K
|
25.5K
$6.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-216- 2.52% |
$55.1K - $67.8K
|
8.35K
$2.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-247- 1.93% |
$63.1K - $77.5K
|
12.5K
$3.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-326- 3.51% |
$83.2K - $102K
|
8.96K
$2.23M
|