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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-8.75K- 5.34% |
$2.03M - $2.73M
|
155K
$32.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-8.09K- 30.04% |
$1.87M - $2.52M
|
18.8K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-8.01K- 43.27% |
$1.86M - $2.5M
|
10.5K
$2.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.33K- 8.84% |
$1.47M - $1.97M
|
65.3K
$13.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-6.22K- 14.67% |
$1.44M - $1.94M
|
36.2K
$7.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.08K- 33.68% |
$1.41M - $1.9M
|
12K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.6K- 34.09% |
$1.3M - $1.75M
|
10.8K
$2.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-5.37K- 59.56% |
$1.24M - $1.67M
|
3.65K
$773K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.24K- 35.86% |
$1.21M - $1.63M
|
9.38K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.01K- 34.79% |
$1.16M - $1.56M
|
9.39K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-4.71K- 5.09% |
$1.09M - $1.47M
|
87.9K
$18.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.24K- 32.03% |
$982K - $1.32M
|
9K
$1.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.21K- 70.89% |
$976K - $1.31M
|
1.73K
$366K
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.36K- 41.52% |
$778K - $1.05M
|
4.73K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.29K- 74.1% |
$763K - $1.03M
|
1.15K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.21K- 12.36% |
$744K - $1M
|
22.8K
$4.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.02K- 20.02% |
$700K - $942K
|
12.1K
$2.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.99K- 70.6% |
$692K - $931K
|
1.24K
$263K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.96K- 9.08% |
$685K - $922K
|
29.6K
$6.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.81K- 5.68% |
$652K - $877K
|
46.7K
$9.9M
|
|