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 16, 2021 Q4 2020
Incline Global Management LLC

New York, NY
SELL
 -
-46.5K
Closed
$7.59M - $10.8M
0 $0
Feb 12, 2021 Q4 2020
Paradigm Asset Management CO LLC

SELL
 -
-2.2K
Closed
$359K - $509K
0 $0
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.8K
Closed
$294K - $417K
0 $0
Feb 16, 2021 Q4 2020
Athanor Capital, LP

New York, NY
SELL
 -
-1.69K
Closed
$276K - $392K
0 $0
Feb 03, 2021 Q4 2020
Canton Hathaway, LLC

SELL
 -
-819
Closed
$134K - $190K
0 $0
Jan 20, 2021 Q4 2020
Provident Wealth Management, LLC

SELL
 -
-46
Closed
$7.51K - $10.7K
0 $0
Feb 03, 2021 Q4 2020
Sandy Spring Bank

SELL
 -
-6
Closed
$979 - $1.39K
0 $0
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-5
Closed
$816 - $1.16K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Golden Gate Private Equity, Inc.

San Francisco, CA
SELL
 -
-89K
Closed
$13M - $15.1M
0 $0
Nov 12, 2020 Q3 2020
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-64.7K
Closed
$9.45M - $11M
0 $0
Oct 28, 2020 Q3 2020
Stone Ridge Asset Management LLC

SELL
 -
-4.26K
Closed
$622K - $722K
0 $0
May 20, 2022 Q3 2020
True North Advisors, LLC

SELL
 -
-2.75K
Closed
$402K - $466K
0 $0
Nov 05, 2020 Q3 2020
Hancock Whitney Corp

SELL
 -
-2.09K
Closed
$305K - $354K
0 $0
Nov 12, 2020 Q3 2020
Cigna Investments Inc

Bloomfield, CT
SELL
 -
-1.77K
Closed
$258K - $300K
0 $0
Nov 10, 2020 Q3 2020
Connable Office Inc

SELL
 -
-210
- 12.5%
$30.7K - $35.6K
1.47K $407K
Nov 16, 2020 Q3 2020
Principle Wealth Partners LLC

SELL
 -
-68
Closed
$9.93K - $11.5K
0 $0
Nov 13, 2020 Q3 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-68
Closed
$9.93K - $11.5K
0 $0
Oct 26, 2020 Q3 2020
Firestone Capital Management

SELL
 -
-27
Closed
$3.94K - $4.58K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-1
Closed
$146 - $170
0 $0
Q2 2020
Aug 13, 2020 Q2 2020
Epoch Investment Partners, Inc.

New York, NY
SELL
 -
-12K
Closed
$1.33M - $1.87M
0 $0
Aug 13, 2020 Q2 2020
Capital Fund Management S.A.

Paris, I0
SELL
 -
-11.7K
Closed
$1.3M - $1.83M
0 $0
Aug 13, 2020 Q2 2020
Colony Group LLC

Boston, MA
SELL
 -
-3.82K
Closed
$423K - $596K
0 $0
Aug 14, 2020 Q2 2020
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-2.28K
Closed
$252K - $355K
0 $0
Jul 24, 2020 Q2 2020
Dupont Capital Management Corp

SELL
 -
-398
Closed
$44K - $62.1K
0 $0
Aug 12, 2020 Q2 2020
Inspire Investing, LLC

Meridian, ID
SELL
 -
-333
Closed
$36.8K - $51.9K
0 $0
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-37
- 62.71%
$4.09K - $5.77K
22 $6.1K
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-35
Closed
$3.87K - $5.46K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-10
Closed
$1.11K - $1.56K
0 $0
Q1 2020
May 11, 2020 Q1 2020
Miracle Mile Advisors, LLC

SELL
 -
-26.3K
Closed
$2.82M - $4.36M
0 $0
May 14, 2020 Q1 2020
Public Sector Pension Investment Board

Montreal, A8
SELL
 -
-21K
Closed
$2.25M - $3.48M
0 $0
Apr 30, 2020 Q1 2020
Robeco Institutional Asset Management B.V.

SELL
 -
-6.96K
Closed
$745K - $1.15M
0 $0
May 12, 2020 Q1 2020
Kepos Capital LP

New York, NY
SELL
 -
-2.35K
Closed
$251K - $389K
0 $0
May 15, 2020 Q1 2020
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
SELL
 -
-2K
Closed
$214K - $331K
0 $0
May 13, 2020 Q1 2020
Horizon Kinetics Asset Management LLC

SELL
 -
-1.89K
Closed
$202K - $313K
0 $0
Apr 29, 2020 Q1 2020
Eagle Ridge Investment Management

SELL
 -
-1.56K
Closed
$167K - $259K
0 $0
May 01, 2020 Q1 2020
Hollencrest Capital Management

SELL
 -
-1.48K
Closed
$159K - $246K
0 $0
Aug 30, 2024 Q1 2020
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-1.43K
Closed
$153K - $238K
0 $0
May 05, 2020 Q1 2020
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-393
Closed
$42.1K - $65.1K
0 $0
May 01, 2020 Q1 2020
Great Diamond Partners, LLC

SELL
 -
-195
Closed
$20.9K - $32.3K
0 $0
Apr 30, 2020 Q1 2020
Investment Research & Advisory Group, Inc.

SELL
 -
-77
Closed
$8.24K - $12.8K
0 $0
Q4 2019
Feb 13, 2020 Q4 2019
Jefferies Group LLC

New York, NY
SELL
 -
-7.5K
Closed
$1.07M - $1.22M
0 $0
Feb 06, 2020 Q4 2019
Stevens Capital Management LP

Radnor, PA
SELL
 -
-2.77K
Closed
$396K - $450K
0 $0
Feb 18, 2020 Q4 2019
Noked Israel LTD

Ramat Hasharon, L3
SELL
 -
-2.3K
Closed
$329K - $373K
0 $0
Feb 18, 2020 Q4 2019
Noked Capital LTD

Tel Aviv, L3
SELL
 -
-2.3K
Closed
$329K - $373K
0 $0
Feb 11, 2020 Q4 2019
Cowen And Company, LLC

SELL
 -
-2.25K
Closed
$322K - $365K
0 $0
Feb 06, 2020 Q4 2019
Gam Holding Ag

SELL
 -
-1.83K
Closed
$261K - $296K
0 $0
Feb 18, 2020 Q4 2019
Bridges Investment Management Inc

SELL
 -
-1.78K
Closed
$255K - $289K
0 $0
Feb 14, 2020 Q4 2019
Quantamental Technologies LLC

White Plains, NY
SELL
 -
-1.51K
Closed
$217K - $246K
0 $0
Feb 14, 2020 Q4 2019
Prelude Capital Management, LLC

New York, NY
SELL
 -
-159
Closed
$22.8K - $25.8K
0 $0

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