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 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-25- 69.44% |
$5.79K - $7.8K
|
11
$2.33K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-24- 2.53% |
$5.56K - $7.49K
|
925
$196K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 63.64% |
$4.87K - $6.55K
|
12
$2.54K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-21- 2.27% |
$4.87K - $6.55K
|
903
$191K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-19- 51.35% |
$4.4K - $5.93K
|
18
$3.82K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-16- 0.21% |
$3.71K - $4.99K
|
7.57K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-12- 13.04% |
$2.78K - $3.74K
|
80
$17K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-10- 5.56% |
$2.32K - $3.12K
|
170
$36K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8- 61.54% |
$1.85K - $2.5K
|
5
$1.06K
|
|
|
Nov 12, 2025
Q3 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-8- 0.22% |
$1.85K - $2.5K
|
3.57K
$756K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-8- 1.42% |
$1.85K - $2.5K
|
554
$117K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-7- 63.64% |
$1.62K - $2.18K
|
4
$848
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-4- 4.6% |
$927 - $1.25K
|
83
$17.6K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 2.47% |
$463 - $624
|
79
$16.7K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-2- 66.67% |
$463 - $624
|
1
$212
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 13.33% |
$463 - $624
|
13
$2.76K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 2.78% |
$463 - $624
|
70
$14.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1- 0.02% |
$232 - $312
|
4.01K
$849K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- 16.67% |
$232 - $312
|
5
$1.06K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 1.61% |
$232 - $312
|
61
$12.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 33.33% |
$232 - $312
|
2
$424
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-17.9K- 58.07% |
$4.58M - $5.63M
|
12.9K
$2.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-16.6K- 63.67% |
$4.25M - $5.22M
|
9.49K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Tribune Investment Group LP
New York, NY |
SELL
|
- |
-8K- 22.22% |
$2.04M - $2.51M
|
28K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.14K- 82.61% |
$1.31M - $1.61M
|
1.08K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-4.83K- 76.95% |
$1.23M - $1.52M
|
1.45K
$307K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.37K- 12.17% |
$604K - $743K
|
17.1K
$3.62M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-2.21K- 31.13% |
$564K - $693K
|
4.89K
$1.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.08K- 9.56% |
$532K - $654K
|
19.7K
$4.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.4K- 7.97% |
$357K - $439K
|
16.1K
$3.42M
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.33K- 9.55% |
$341K - $419K
|
12.6K
$2.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-627- 41.2% |
$160K - $197K
|
895
$190K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-405- 38.06% |
$103K - $127K
|
659
$140K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 18.45% |
$51.1K - $62.8K
|
884
$187K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-135- 8.95% |
$34.5K - $42.4K
|
1.37K
$291K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 27.4% |
$14.6K - $17.9K
|
151
$32K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-52- 35.86% |
$13.3K - $16.3K
|
93
$19.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-38- 4.69% |
$9.7K - $11.9K
|
772
$164K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-30- 3.92% |
$7.66K - $9.42K
|
735
$156K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-30- 3.81% |
$7.66K - $9.42K
|
758
$161K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 5.8% |
$5.11K - $6.28K
|
325
$68.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-19- 1.26% |
$4.85K - $5.96K
|
1.49K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-15- 0.62% |
$3.83K - $4.71K
|
2.39K
$507K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-9- 1.35% |
$2.3K - $2.83K
|
660
$140K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9- 0.5% |
$2.3K - $2.83K
|
1.79K
$380K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-5- 21.74% |
$1.28K - $1.57K
|
18
$3.82K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-4- 0.59% |
$1.02K - $1.26K
|
670
$142K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 7.14% |
$255 - $314
|
13
$2.76K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-127K- 75.4% |
$35.8M - $42.4M
|
41.3K
$8.76M
|
|
|
May 12, 2025
Q1 2025
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-7K- 28.0% |
$1.98M - $2.34M
|
18K
$3.82M
|
|