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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-647- 11.35% |
$183K - $217K
|
5.05K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-642- 28.38% |
$181K - $215K
|
1.62K
$343K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-636- 21.19% |
$180K - $213K
|
2.37K
$501K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-489- 41.51% |
$138K - $164K
|
689
$146K
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-372- 9.52% |
$105K - $125K
|
3.53K
$749K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-278- 18.23% |
$78.5K - $93.1K
|
1.25K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-250- 5.62% |
$70.6K - $83.7K
|
4.2K
$891K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-217- 99.54% |
$61.3K - $72.6K
|
1
$212
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-136- 32.15% |
$38.4K - $45.5K
|
287
$60.8K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-68- 6.55% |
$19.2K - $22.8K
|
970
$206K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-59- 92.19% |
$16.7K - $19.7K
|
5
$1.06K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-42- 1.43% |
$11.9K - $14.1K
|
2.91K
$616K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 54.79% |
$11.3K - $13.4K
|
33
$6.99K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-19- 90.48% |
$5.37K - $6.36K
|
2
$424
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.12% |
$847 - $1K
|
2.6K
$552K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-1K- 40.1% |
$313K - $359K
|
1.49K
$317K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-634- 19.84% |
$198K - $227K
|
2.56K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-420- 5.13% |
$131K - $151K
|
7.77K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-295- 2.74% |
$92.2K - $106K
|
10.5K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-112- 1.47% |
$35K - $40.2K
|
7.53K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-112- 11.2% |
$35K - $40.2K
|
888
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-109- 13.99% |
$34.1K - $39.1K
|
670
$142K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-47- 6.7% |
$14.7K - $16.9K
|
654
$139K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-17- 2.7% |
$5.31K - $6.1K
|
612
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13- 22.81% |
$4.06K - $4.66K
|
44
$9.33K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-8- 1.01% |
$2.5K - $2.87K
|
782
$166K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 10.0% |
$313 - $359
|
9
$1.91K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-4.03K- 9.4% |
$1.19M - $1.32M
|
38.9K
$8.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 71.42% |
$501K - $553K
|
678
$144K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-674- 6.33% |
$199K - $220K
|
9.97K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-70- 5.77% |
$20.7K - $22.8K
|
1.14K
$242K
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-7.68K- 21.44% |
$2.17M - $2.42M
|
28.1K
$5.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-5.79K- 6.78% |
$1.64M - $1.82M
|
79.6K
$16.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Creek Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 25.64% |
$283K - $315K
|
2.9K
$615K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-40- 0.89% |
$11.3K - $12.6K
|
4.46K
$945K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-17- 26.98% |
$4.81K - $5.36K
|
46
$9.75K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9- 1.22% |
$2.54K - $2.84K
|
731
$155K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.76K- 19.49% |
$751K - $858K
|
11.4K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-712- 2.01% |
$194K - $221K
|
34.7K
$7.35M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-357- 14.24% |
$97.1K - $111K
|
2.15K
$456K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200- 25.0% |
$54.4K - $62.1K
|
600
$127K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-55- 42.31% |
$15K - $17.1K
|
75
$15.9K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8- 0.16% |
$2.18K - $2.49K
|
5.02K
$1.06M
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-2.5K- 25.0% |
$550K - $722K
|
7.5K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 34.78% |
$44K - $57.8K
|
375
$79.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-113- 12.42% |
$24.9K - $32.6K
|
797
$169K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-34- 1.78% |
$7.48K - $9.82K
|
1.87K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 4.17% |
$220 - $289
|
23
$4.87K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.16K- 43.87% |
$1.58M - $2.08M
|
10.4K
$2.21M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-6.22K- 79.76% |
$1.21M - $1.59M
|
1.58K
$335K
|
|