Latest Institutional Sells of Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-13
- 1.14%
$2.72K - $3.25K
1.13K $313K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-9
- 5.06%
$1.88K - $2.25K
169 $46.8K
Feb 07, 2023 Q4 2022
Capital Advisors, Ltd. LLC

SELL
 -
-4
- 5.41%
$836 - $1K
70 $19.4K
Q3 2022
Nov 14, 2022 Q3 2022
Aviva PLC

SELL
 -
-1.43K
- 17.08%
$299K - $371K
6.92K $1.92M
Nov 01, 2022 Q3 2022
Jennison Associates LLC

SELL
 -
-884
- 31.87%
$186K - $230K
1.89K $524K
Nov 09, 2022 Q3 2022
Navellier & Associates Inc

Reno, NV
SELL
 -
-18
- 0.9%
$3.78K - $4.68K
1.98K $550K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

SELL
 -
-4
- 0.37%
$840 - $1.04K
1.07K $298K
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

SELL
 -
-1
- 5.26%
$210 - $260
18 $4.99K
Oct 21, 2022 Q3 2022
Twin Capital Management Inc

SELL
 -
-1
- 0.03%
$210 - $260
3.52K $977K
Q2 2022
Aug 15, 2022 Q2 2022
Engle Capital Management, L.P.

Greenwich, CT
SELL
 -
-57K
Closed
$12.7M - $16.6M
0 $0
Aug 10, 2022 Q2 2022
Btg Pactual Global Asset Management LTD

New York, NY
SELL
 -
-5.64K
Closed
$1.26M - $1.64M
0 $0
Jul 20, 2022 Q2 2022
O'Shares Investment Advisers, LLC

SELL
 -
-4.5K
Closed
$1.01M - $1.31M
0 $0
Aug 15, 2022 Q2 2022
Pelham Global Financials LTD

London, X0
SELL
 -
-3.2K
- 4.18%
$716K - $932K
73.4K $20.3M
Aug 15, 2022 Q2 2022
Lmr Partners LLP

London, X0
SELL
 -
-2.71K
- 63.99%
$605K - $788K
1.52K $422K
Aug 10, 2022 Q2 2022
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-2.38K
Closed
$533K - $694K
0 $0
Jul 29, 2022 Q2 2022
Yorktown Management & Research CO Inc

SELL
 -
-1.8K
- 27.69%
$402K - $524K
4.7K $1.3M
Aug 09, 2022 Q2 2022
Gsa Capital Partners LLP

London, X0
SELL
 -
-1.01K
Closed
$226K - $294K
0 $0
Jul 22, 2022 Q2 2022
Boston Trust Walden Corp

SELL
 -
-916
Closed
$205K - $267K
0 $0
Aug 15, 2022 Q2 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
SELL
 -
-775
Closed
$173K - $226K
0 $0
Aug 05, 2022 Q2 2022
Los Angeles Capital Management LLC

SELL
 -
-736
Closed
$165K - $214K
0 $0
Jul 22, 2022 Q2 2022
Thompson Siegel & Walmsley LLC

SELL
 -
-300
Closed
$67.1K - $87.3K
0 $0
Aug 11, 2022 Q2 2022
Krane Funds Advisors LLC

New York, NY
SELL
 -
-282
- 19.49%
$63.1K - $82.1K
1.17K $323K
Aug 01, 2022 Q2 2022
Western Pacific Wealth Management, LP

SELL
 -
-150
Closed
$33.5K - $43.7K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-143
Closed
$32K - $41.6K
0 $0
Aug 16, 2022 Q2 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-88
Closed
$19.7K - $25.6K
0 $0
Aug 08, 2022 Q2 2022
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-57
- 5.88%
$12.7K - $16.6K
913 $253K
Jul 26, 2022 Q2 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-46
Closed
$10.3K - $13.4K
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-12
Closed
$2.68K - $3.49K
0 $0
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-2
Closed
$447 - $582
0 $0
Q1 2022
May 16, 2022 Q1 2022
Northern Right Capital Management, L.P.

Darien, CT
SELL
 -
-55K
Closed
$14.1M - $18.5M
0 $0
May 12, 2022 Q1 2022
Capitolis Advisors LLC

New York, NY
SELL
 -
-15.6K
Closed
$3.99M - $5.24M
0 $0
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-14.7K
Closed
$3.76M - $4.94M
0 $0
Mar 23, 2023 Q1 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-10.3K
Closed
$2.62M - $3.45M
0 $0
May 12, 2022 Q1 2022
Apg Asset Management N.V.

Amsterdam, P7
SELL
 -
-5.3K
Closed
$1.35M - $1.78M
0 $0
May 03, 2022 Q1 2022
Knowledge Leaders Capital, LLC

SELL
 -
-4.6K
Closed
$1.17M - $1.54M
0 $0
May 02, 2022 Q1 2022
Iridian Asset Management LLC

SELL
 -
-4.03K
Closed
$1.03M - $1.35M
0 $0
May 16, 2022 Q1 2022
Allstate Corp

Northbrook, IL
SELL
 -
-3.39K
Closed
$867K - $1.14M
0 $0
May 06, 2022 Q1 2022
Leverage Partners Absolute Return Fund Spc

SELL
 -
-2.5K
Closed
$639K - $840K
0 $0
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-1.29K
Closed
$329K - $433K
0 $0
Apr 21, 2022 Q1 2022
Virginia Retirement Systems Et Al

Richmond, VA
SELL
 -
-1.2K
Closed
$307K - $403K
0 $0
May 13, 2022 Q1 2022
Pegasus Partners Ltd.

Mequon, WI
SELL
 -
-983
Closed
$251K - $330K
0 $0
May 06, 2022 Q1 2022
Accuvest Global Advisors

Provo, UT
SELL
 -
-899
Closed
$230K - $302K
0 $0
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

SELL
 -
-706
Closed
$180K - $237K
0 $0
May 11, 2022 Q1 2022
Long Road Investment Counsel, LLC

SELL
 -
-700
Closed
$179K - $235K
0 $0
May 13, 2022 Q1 2022
Clearbridge Investments, LLC

New York, NY
SELL
 -
-650
Closed
$166K - $218K
0 $0
May 10, 2022 Q1 2022
Alphasimplex Group, LLC

Boston, MA
SELL
 -
-627
Closed
$160K - $211K
0 $0
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-612
Closed
$156K - $206K
0 $0
May 13, 2022 Q1 2022
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-45
Closed
$11.5K - $15.1K
0 $0
May 13, 2022 Q1 2022
Zacks Investment Management

Chicago, IL
SELL
 -
-43
- 4.75%
$11K - $14.4K
863 $239K

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