Latest Institutional Sells of Morningstar, Inc. (MORN)
This list provides information on the latest institutional transactions involving Morningstar, Inc. (MORN) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-11.6K- 13.15% |
$2.42M - $2.64M
|
76.5K
$16.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.45K- 56.08% |
$512K - $560K
|
1.92K
$407K
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-1.94K- 3.38% |
$406K - $443K
|
55.5K
$11.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.83K- 48.94% |
$382K - $418K
|
1.91K
$405K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.53K- 13.66% |
$320K - $350K
|
9.68K
$2.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-948- 3.21% |
$198K - $216K
|
28.6K
$6.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-728- 23.02% |
$152K - $166K
|
2.43K
$516K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-301- 3.93% |
$62.9K - $68.7K
|
7.35K
$1.56M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-300- 1.74% |
$62.6K - $68.5K
|
16.9K
$3.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-249- 4.88% |
$52K - $56.8K
|
4.85K
$1.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.94% |
$41.8K - $45.6K
|
6.6K
$1.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-170- 46.32% |
$35.5K - $38.8K
|
197
$41.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-155- 13.96% |
$32.4K - $35.4K
|
955
$202K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25- 67.57% |
$5.22K - $5.71K
|
12
$2.54K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-9- 20.93% |
$1.88K - $2.05K
|
34
$7.21K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7- 2.83% |
$1.46K - $1.6K
|
240
$50.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-5- 3.23% |
$1.04K - $1.14K
|
150
$31.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4- 5.97% |
$835 - $913
|
63
$13.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 28.57% |
$418 - $456
|
5
$1.06K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 8.33% |
$418 - $456
|
22
$4.66K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-752K- 82.5% |
$174M - $235M
|
160K
$33.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-512K- 63.17% |
$119M - $160M
|
299K
$63.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-279K- 73.92% |
$64.7M - $87M
|
98.5K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-273K- 42.33% |
$63.2M - $85.1M
|
372K
$78.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-189K- 29.51% |
$43.8M - $58.9M
|
451K
$95.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-168K- 21.52% |
$38.9M - $52.4M
|
613K
$130M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-114K- 5.5% |
$26.4M - $35.6M
|
1.96M
$415M
|
|
|
Nov 10, 2025
Q3 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-110K- 54.89% |
$25.5M - $34.4M
|
90.6K
$19.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-83.1K- 9.79% |
$19.3M - $25.9M
|
765K
$162M
|
|
|
Nov 14, 2025
Q3 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-72.3K- 58.67% |
$16.7M - $22.5M
|
50.9K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-57.4K- 40.9% |
$13.3M - $17.9M
|
82.9K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-56.6K- 43.09% |
$13.1M - $17.6M
|
74.8K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-47.9K- 78.2% |
$11.1M - $14.9M
|
13.4K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-43.7K- 99.61% |
$10.1M - $13.6M
|
171
$36.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-41.1K- 78.45% |
$9.51M - $12.8M
|
11.3K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-27.4K- 85.63% |
$6.35M - $8.55M
|
4.6K
$975K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-24.4K- 84.1% |
$5.67M - $7.63M
|
4.62K
$979K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-23.5K- 0.89% |
$5.44M - $7.32M
|
2.61M
$553M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.7K- 51.24% |
$5.26M - $7.08M
|
21.6K
$4.58M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-21K- 2.67% |
$4.85M - $6.53M
|
763K
$162M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.4K- 7.87% |
$3.8M - $5.11M
|
192K
$40.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-15.6K- 63.34% |
$3.61M - $4.86M
|
9.03K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.6K- 14.68% |
$2.92M - $3.93M
|
73.2K
$15.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.1K- 6.25% |
$2.8M - $3.77M
|
181K
$38.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 27.51% |
$2.6M - $3.5M
|
29.6K
$6.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-11.1K- 1.78% |
$2.58M - $3.48M
|
616K
$131M
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.6K- 23.4% |
$2.45M - $3.29M
|
34.6K
$7.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.37K- 42.41% |
$2.17M - $2.92M
|
12.7K
$2.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.04K- 11.94% |
$2.09M - $2.82M
|
66.6K
$14.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-8.77K- 49.99% |
$2.03M - $2.73M
|
8.77K
$1.86M
|
|