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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-83- 11.72% |
$25.9K - $29.8K
|
625
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-79- 3.45% |
$24.7K - $28.3K
|
2.21K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-76- 93.83% |
$23.8K - $27.3K
|
5
$1.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-69- 1.15% |
$21.6K - $24.8K
|
5.94K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-67- 5.88% |
$20.9K - $24K
|
1.07K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-66- 1.12% |
$20.6K - $23.7K
|
5.82K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-60- 10.4% |
$18.8K - $21.5K
|
517
$143K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56- 81.16% |
$17.5K - $20.1K
|
13
$3.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-54- 11.13% |
$16.9K - $19.4K
|
431
$119K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 1.19% |
$15.6K - $17.9K
|
4.15K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-48- 0.56% |
$15K - $17.2K
|
8.55K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-45- 0.3% |
$14.1K - $16.1K
|
15.2K
$4.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-44- 1.03% |
$13.8K - $15.8K
|
4.21K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-34- 4.23% |
$10.6K - $12.2K
|
769
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-34- 2.64% |
$10.6K - $12.2K
|
1.25K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-30- 0.12% |
$9.38K - $10.8K
|
24.9K
$6.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-30- 4.44% |
$9.38K - $10.8K
|
646
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-29- 16.76% |
$9.06K - $10.4K
|
144
$39.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-29- 0.53% |
$9.06K - $10.4K
|
5.49K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23- 0.85% |
$7.19K - $8.25K
|
2.69K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-22- 0.6% |
$6.88K - $7.89K
|
3.65K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-17- 2.7% |
$5.31K - $6.1K
|
612
$170K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-14- 0.41% |
$4.38K - $5.02K
|
3.41K
$945K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13- 22.81% |
$4.06K - $4.66K
|
44
$12.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 12.05% |
$3.13K - $3.59K
|
73
$20.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-9- 0.17% |
$2.81K - $3.23K
|
5.15K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-8- 0.35% |
$2.5K - $2.87K
|
2.26K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-8- 1.01% |
$2.5K - $2.87K
|
782
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 1.77% |
$2.19K - $2.51K
|
389
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 29.17% |
$2.19K - $2.51K
|
17
$4.71K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.94% |
$1.88K - $2.15K
|
630
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 7.59% |
$1.88K - $2.15K
|
73
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2- 0.24% |
$625 - $718
|
837
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1- -0.0% |
$313 - $359
|
25K
$6.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 3.7% |
$313 - $359
|
26
$7.21K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 10.0% |
$313 - $359
|
9
$2.49K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$313 - $359
|
5
$1.39K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-4.03K- 9.4% |
$1.19M - $1.32M
|
38.9K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 71.42% |
$501K - $553K
|
678
$188K
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-740- 11.99% |
$219K - $241K
|
5.43K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-674- 6.33% |
$199K - $220K
|
9.97K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-454- 23.44% |
$134K - $148K
|
1.48K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-389- 20.32% |
$115K - $127K
|
1.53K
$423K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-315- 2.33% |
$93.2K - $103K
|
13.2K
$3.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-164- 17.75% |
$48.5K - $53.5K
|
760
$211K
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-113- 0.24% |
$33.4K - $36.9K
|
46.1K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-92- 6.37% |
$27.2K - $30K
|
1.35K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-83- 56.85% |
$24.6K - $27.1K
|
63
$17.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-70- 5.77% |
$20.7K - $22.8K
|
1.14K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12- 6.12% |
$3.55K - $3.92K
|
184
$51K
|
|