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
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-675- 43.75% |
$156K - $211K
|
868
$184K
|
|
|
Nov 12, 2025
Q3 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-658- 26.97% |
$152K - $205K
|
1.78K
$378K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 9.38% |
$139K - $187K
|
5.8K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-582- 11.26% |
$135K - $182K
|
4.59K
$972K
|
|
|
Nov 13, 2025
Q3 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-574- 0.98% |
$133K - $179K
|
58.1K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-561- 8.2% |
$130K - $175K
|
6.28K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-561- 10.22% |
$130K - $175K
|
4.93K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-557- 5.07% |
$129K - $174K
|
10.4K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-538- 6.55% |
$125K - $168K
|
7.67K
$1.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-490- 8.24% |
$114K - $153K
|
5.45K
$1.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-467- 1.09% |
$108K - $146K
|
42.5K
$9.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-449- 5.26% |
$104K - $140K
|
8.1K
$1.72M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-403- 9.95% |
$93.4K - $126K
|
3.65K
$773K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-402- 60.45% |
$93.2K - $125K
|
263
$55.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-313- 23.36% |
$72.5K - $97.6K
|
1.03K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-277- 20.87% |
$64.2K - $86.4K
|
1.05K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-275- 0.85% |
$63.7K - $85.8K
|
31.9K
$6.76M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-275- 3.24% |
$63.7K - $85.8K
|
8.22K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-248- 11.92% |
$57.5K - $77.3K
|
1.83K
$388K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-238- 20.95% |
$55.1K - $74.2K
|
898
$190K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-233- 4.96% |
$54K - $72.7K
|
4.47K
$947K
|
|
|
Nov 13, 2025
Q3 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-220- 4.41% |
$51K - $68.6K
|
4.77K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-220- 10.43% |
$51K - $68.6K
|
1.89K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-212- 3.46% |
$49.1K - $66.1K
|
5.92K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-211- 7.29% |
$48.9K - $65.8K
|
2.69K
$569K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-209- 18.5% |
$48.4K - $65.2K
|
921
$195K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-207- 7.03% |
$48K - $64.6K
|
2.74K
$580K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-190- 2.38% |
$44K - $59.3K
|
7.78K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-183- 6.57% |
$42.4K - $57.1K
|
2.6K
$552K
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-164- 2.82% |
$38K - $51.1K
|
5.66K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-140- 11.86% |
$32.4K - $43.7K
|
1.04K
$220K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-138- 3.16% |
$32K - $43K
|
4.23K
$896K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-138- 20.54% |
$32K - $43K
|
534
$113K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-135- 2.98% |
$31.3K - $42.1K
|
4.4K
$932K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-126- 22.46% |
$29.2K - $39.3K
|
435
$92.2K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-125- 24.18% |
$29K - $39K
|
392
$83.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-119- 1.23% |
$27.6K - $37.1K
|
9.54K
$2.02M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 1.67% |
$23.2K - $31.2K
|
5.9K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-100- 1.72% |
$23.2K - $31.2K
|
5.7K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-87- 6.88% |
$20.2K - $27.1K
|
1.18K
$249K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-84- 7.55% |
$19.5K - $26.2K
|
1.03K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-82- 4.58% |
$19K - $25.6K
|
1.71K
$362K
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-76- 1.99% |
$17.6K - $23.7K
|
3.75K
$795K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-70- 35.9% |
$16.2K - $21.8K
|
125
$26.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 10.36% |
$13.4K - $18.1K
|
502
$106K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-54- 4.57% |
$12.5K - $16.8K
|
1.13K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-48- 0.65% |
$11.1K - $15K
|
7.38K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-43- 8.16% |
$9.96K - $13.4K
|
484
$103K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-39- 2.73% |
$9.04K - $12.2K
|
1.39K
$295K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-32- 41.03% |
$7.42K - $9.98K
|
46
$9.75K
|
|