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 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-351- 1.07% |
$89.6K - $110K
|
32.5K
$8.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-357- 91.77% |
$91.1K - $112K
|
32
$7.97K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-380- 0.67% |
$97K - $119K
|
56.4K
$14M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-390- 4.42% |
$99.6K - $122K
|
8.43K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-405- 38.06% |
$103K - $127K
|
659
$164K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-416- 26.91% |
$106K - $131K
|
1.13K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-421- 2.8% |
$107K - $132K
|
14.6K
$3.64M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-429- 5.04% |
$110K - $135K
|
8.09K
$2.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-438- 6.73% |
$112K - $138K
|
6.07K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-463- 1.83% |
$118K - $145K
|
24.8K
$6.18M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-488- 1.92% |
$125K - $153K
|
24.9K
$6.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-514- 7.52% |
$131K - $161K
|
6.32K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-627- 41.2% |
$160K - $197K
|
895
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-667- 4.8% |
$170K - $209K
|
13.2K
$3.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-678- 37.86% |
$173K - $213K
|
1.11K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-705- 5.47% |
$180K - $221K
|
12.2K
$3.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-735- 7.58% |
$188K - $231K
|
8.96K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-754- 22.97% |
$193K - $237K
|
2.53K
$629K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-756- 7.02% |
$193K - $237K
|
10K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-792- 4.36% |
$202K - $249K
|
17.4K
$4.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-823- 5.85% |
$210K - $258K
|
13.2K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-850- 6.27% |
$217K - $267K
|
12.7K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-923- 11.06% |
$236K - $290K
|
7.43K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-963- 4.54% |
$246K - $302K
|
20.3K
$5.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.03K- 41.9% |
$263K - $323K
|
1.43K
$355K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.12K- 1.81% |
$287K - $353K
|
61K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-1.13K- 36.78% |
$288K - $354K
|
1.94K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.15K- 7.12% |
$294K - $361K
|
15K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.16K- 21.3% |
$295K - $363K
|
4.27K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.18K- 21.23% |
$300K - $369K
|
4.37K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.18K- 13.49% |
$302K - $371K
|
7.59K
$1.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.2K- 29.68% |
$306K - $377K
|
2.84K
$708K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.23K- 10.03% |
$313K - $385K
|
11K
$2.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.25K- 30.15% |
$319K - $392K
|
2.9K
$721K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.33K- 9.55% |
$341K - $419K
|
12.6K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.35K- 6.21% |
$346K - $425K
|
20.5K
$5.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.4K- 7.97% |
$357K - $439K
|
16.1K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.66K- 12.75% |
$423K - $520K
|
11.3K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.7K- 11.2% |
$435K - $535K
|
13.5K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.77K- 10.62% |
$453K - $557K
|
14.9K
$3.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.86K- 31.66% |
$474K - $583K
|
4.01K
$998K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.96K- 73.59% |
$501K - $617K
|
705
$175K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.08K- 9.56% |
$532K - $654K
|
19.7K
$4.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.15K- 30.69% |
$548K - $674K
|
4.85K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.15K- 8.0% |
$549K - $676K
|
24.7K
$6.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.16K- 2.03% |
$550K - $677K
|
104K
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.43K- 5.11% |
$620K - $762K
|
45.1K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.86K- 14.83% |
$730K - $898K
|
16.4K
$4.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.92K- 1.49% |
$747K - $918K
|
194K
$48.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-3.07K- 46.78% |
$783K - $963K
|
3.49K
$869K
|