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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-10.8K- 10.42% |
$2.75M - $3.38M
|
92.6K
$26.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.12K- 1.81% |
$287K - $353K
|
61K
$17.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-923- 11.06% |
$236K - $290K
|
7.43K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-754- 22.97% |
$193K - $237K
|
2.53K
$715K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-705- 5.47% |
$180K - $221K
|
12.2K
$3.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-514- 7.52% |
$131K - $161K
|
6.32K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-380- 0.67% |
$97K - $119K
|
56.4K
$16M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-92- 2.13% |
$23.5K - $28.9K
|
4.23K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-63- 2.31% |
$16.1K - $19.8K
|
2.67K
$755K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-58- 14.54% |
$14.8K - $18.2K
|
341
$96.4K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-52- 35.86% |
$13.3K - $16.3K
|
93
$26.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-48- 9.98% |
$12.3K - $15.1K
|
433
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-30- 3.81% |
$7.66K - $9.42K
|
758
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 2.94% |
$3.06K - $3.77K
|
396
$112K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9- 0.5% |
$2.3K - $2.83K
|
1.79K
$507K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6- 0.63% |
$1.53K - $1.88K
|
949
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-4- 0.59% |
$1.02K - $1.26K
|
670
$189K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$511 - $628
|
3
$848
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 2.63% |
$255 - $314
|
37
$10.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 7.14% |
$255 - $314
|
13
$3.68K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-621K- 92.9% |
$176M - $208M
|
47.5K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-387K- 29.69% |
$109M - $130M
|
916K
$259M
|
|
|
May 15, 2025
Q1 2025
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-202K- 14.69% |
$57M - $67.6M
|
1.17M
$332M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-154K- 15.16% |
$43.5M - $51.6M
|
862K
$244M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-143K- 5.11% |
$40.4M - $47.9M
|
2.66M
$752M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-127K- 75.4% |
$35.8M - $42.4M
|
41.3K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-118K- 60.53% |
$33.2M - $39.3M
|
76.6K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-94.6K- 40.68% |
$26.7M - $31.7M
|
138K
$39M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-65K- 6.67% |
$18.4M - $21.8M
|
910K
$257M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-33.1K- 19.42% |
$9.36M - $11.1M
|
138K
$38.9M
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-25.9K- 3.75% |
$7.32M - $8.67M
|
664K
$188M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-17.9K- 6.56% |
$5.05M - $5.99M
|
255K
$72.1M
|
|
|
May 14, 2025
Q1 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-15.9K- 22.63% |
$4.48M - $5.31M
|
54.2K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-13K- 46.23% |
$3.67M - $4.35M
|
15.1K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.5K- 5.45% |
$3.54M - $4.2M
|
218K
$61.5M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-12K- 43.02% |
$3.39M - $4.02M
|
15.9K
$4.5M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.21K- 55.4% |
$2.32M - $2.75M
|
6.61K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-7.99K- 4.52% |
$2.26M - $2.68M
|
169K
$47.7M
|
|
|
May 12, 2025
Q1 2025
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-7K- 28.0% |
$1.98M - $2.34M
|
18K
$5.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5.86K- 17.9% |
$1.66M - $1.96M
|
26.9K
$7.6M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
SELL
|
- |
-5.65K- 0.43% |
$1.6M - $1.89M
|
1.3M
$368M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.02K- 16.13% |
$1.42M - $1.68M
|
26.1K
$7.38M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.46K- 20.28% |
$1.26M - $1.49M
|
17.5K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.96K- 30.52% |
$1.12M - $1.33M
|
9.01K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.69K- 74.55% |
$1.04M - $1.24M
|
1.26K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.42K- 18.33% |
$965K - $1.14M
|
15.2K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.32K- 15.47% |
$938K - $1.11M
|
18.1K
$5.13M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-3.07K- 71.89% |
$868K - $1.03M
|
1.2K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.72K- 3.17% |
$767K - $909K
|
83K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.7K- 7.77% |
$762K - $903K
|
32K
$9.06M
|
|