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, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-776Closed |
$190K - $218K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-35Closed |
$8.55K - $9.85K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-35Closed |
$8.55K - $9.85K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-22Closed |
$5.37K - $6.19K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6Closed |
$1.47K - $1.69K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-11.5KClosed |
$2.66M - $3.05M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-4.63KClosed |
$1.07M - $1.23M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.16KClosed |
$730K - $838K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-2.77KClosed |
$639K - $733K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-2.39KClosed |
$551K - $633K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-1.96KClosed |
$452K - $518K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1KClosed |
$231K - $265K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-950Closed |
$219K - $252K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-928Closed |
$214K - $246K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-718Closed |
$166K - $190K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-186Closed |
$43K - $49.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-61Closed |
$14.1K - $16.2K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20Closed |
$4.62K - $5.3K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11Closed |
$2.54K - $2.92K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Premier Fund Managers LTD
|
SELL
|
- |
-27.1KClosed |
$5.85M - $6.83M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.39KClosed |
$734K - $857K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.28KClosed |
$494K - $577K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.2KClosed |
$476K - $556K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.01KClosed |
$218K - $255K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-902Closed |
$195K - $228K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-867Closed |
$188K - $219K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-488Closed |
$106K - $123K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-127Closed |
$27.5K - $32.1K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100- 8.0% |
$21.6K - $25.3K
|
1.15K
$378K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-43Closed |
$9.31K - $10.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-15Closed |
$3.25K - $3.79K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-9Closed |
$1.95K - $2.27K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-8Closed |
$1.73K - $2.02K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6Closed |
$1.3K - $1.52K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Cordasco Financial Network
|
SELL
|
- |
-5Closed |
$1.08K - $1.26K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-3Closed |
$649 - $758
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-310KClosed |
$50.6M - $71.9M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Incline Global Management LLC
New York, NY |
SELL
|
- |
-46.5KClosed |
$7.59M - $10.8M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.2KClosed |
$359K - $509K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.8KClosed |
$294K - $417K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-1.69KClosed |
$276K - $392K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-819Closed |
$134K - $190K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-46Closed |
$7.51K - $10.7K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-6Closed |
$979 - $1.39K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$816 - $1.16K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Golden Gate Private Equity, Inc.
San Francisco, CA |
SELL
|
- |
-89KClosed |
$13M - $15.1M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-64.7KClosed |
$9.45M - $11M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-49.8KClosed |
$7.27M - $8.44M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-4.26KClosed |
$622K - $722K
|
0
$0
|
|
|
May 20, 2022
Q3 2020
|
True North Advisors, LLC
|
SELL
|
- |
-2.75KClosed |
$402K - $466K
|
0
$0
|
|