Morningstar Investment Management LLC Purchases and Sells in Q3 2025

Morningstar Investment Management LLC

  • $2.72 Billion
  • Q3 2025

Top Buys

Incresed Positions

119 operations
Stock Shares change Price Range Shares Held Trade History
234K
+ 69.17%
$153.3 - $186.58 $35.9M - $43.7M
572K $107M
752K
+ 310.07%
$42.26 - $47.16 $31.8M - $35.5M
994K $46M
110K
+ 153.77%
$211.65 - $238.24 $23.3M - $26.2M
182K $39.9M
442K
+ 542.66%
$49.0 - $49.51 $21.6M - $21.9M
523K $25.9M
33.1K
+ 25.49%
$491.09 - $535.64 $16.3M - $17.8M
163K $84.5M
61.2K
+ 2186.28%
$282.78 - $316.06 $17.3M - $19.3M
64K $20.2M
View all

New Holdings

328 operations
Stock Shares change Price Range Shares Held Trade History
401K
New
$79.39 - $90.39 $31.8M - $36.2M
401K $35.5M
99.8K
New
$332.09 - $358.86 $33.1M - $35.8M
99.8K $34.1M
102K
New
$224.68 - $282.71 $23M - $28.9M
102K $28.6M
254K
New
$76.35 - $82.58 $19.4M - $21M
254K $21M
71K
New
$218.96 - $328.33 $15.5M - $23.3M
71K $20M
55.3K
New
$294.27 - $342.31 $16.3M - $18.9M
55.3K $18.4M
View all

Top Sells

Reduced Positions

22 operations
Stock Shares change Price Range Shares Held Trade History
-354K
- 87.29%
$239.12 - $259.95 $84.6M - $91.9M
51.5K $13.4M
-171K
- 47.63%
$174.36 - $254.72 $29.7M - $43.4M
188K $45.6M
-251K
- 78.68%
$70.07 - $81.56 $17.6M - $20.4M
67.9K $5.44M
-679K
- 57.22%
$20.76 - $21.78 $14.1M - $14.8M
508K $11M
-60.7K
- 87.62%
$112.25 - $124.0 $6.82M - $7.53M
8.58K $982K
-390K
- 3.51%
$22.64 - $23.22 $8.82M - $9.05M
10.7M $247M
View all
Activity Summary
Buys All Purchases 447 New Holdings 328 Increased Positions 119 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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