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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-299K- 27.69% |
$76.3M - $93.9M
|
781K
$202M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-222K- 25.76% |
$56.7M - $69.7M
|
640K
$165M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-65.8K- 7.74% |
$16.8M - $20.7M
|
784K
$203M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-61.6K- 6.77% |
$15.7M - $19.3M
|
849K
$219M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-60.2K- 55.89% |
$15.4M - $18.9M
|
47.5K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-59.3K- 5.05% |
$15.1M - $18.6M
|
1.11M
$288M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-55.1K- 79.27% |
$14.1M - $17.3M
|
14.4K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-47.5K- 45.17% |
$12.1M - $14.9M
|
57.7K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-45.9K- 71.67% |
$11.7M - $14.4M
|
18.1K
$4.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-42.9K- 16.82% |
$10.9M - $13.5M
|
212K
$54.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-37.5K- 92.04% |
$9.58M - $11.8M
|
3.25K
$839K
|
|
|
Aug 14, 2025
Q2 2025
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-30.6K- 23.89% |
$7.81M - $9.61M
|
97.5K
$25.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.1K- 1.34% |
$7.18M - $8.83M
|
2.07M
$535M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-26.7K- 1.0% |
$6.81M - $8.37M
|
2.63M
$680M
|
|
|
Aug 14, 2025
Q2 2025
|
Sone Capital Management, LLC
New York, NY |
SELL
|
- |
-24K- 62.23% |
$6.12M - $7.53M
|
14.6K
$3.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-23.7K- 93.1% |
$6.05M - $7.44M
|
1.76K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-19.4K- 2.93% |
$4.96M - $6.1M
|
645K
$167M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-18.8K- 14.71% |
$4.79M - $5.89M
|
109K
$28.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-17.9K- 58.07% |
$4.58M - $5.63M
|
12.9K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-17.1K- 42.75% |
$4.37M - $5.37M
|
22.9K
$5.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-16.6K- 63.67% |
$4.25M - $5.22M
|
9.49K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-14.8K- 93.15% |
$3.78M - $4.64M
|
1.09K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-13.3K- 85.85% |
$3.41M - $4.19M
|
2.2K
$568K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.5K- 28.09% |
$3.19M - $3.92M
|
32K
$8.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-11.3K- 20.81% |
$2.88M - $3.54M
|
43K
$11.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-10.8K- 10.42% |
$2.75M - $3.38M
|
92.6K
$23.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.24K- 4.24% |
$2.36M - $2.9M
|
208K
$53.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-8.32K- 6.05% |
$2.12M - $2.61M
|
129K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tribune Investment Group LP
New York, NY |
SELL
|
- |
-8K- 22.22% |
$2.04M - $2.51M
|
28K
$7.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.9K- 56.27% |
$2.02M - $2.48M
|
6.14K
$1.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.28K- 9.54% |
$1.86M - $2.29M
|
69K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.14K- 82.61% |
$1.31M - $1.61M
|
1.08K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-4.83K- 76.95% |
$1.23M - $1.52M
|
1.45K
$374K
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-4.79K- 2.84% |
$1.22M - $1.5M
|
164K
$42.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.59K- 6.03% |
$1.17M - $1.44M
|
71.6K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.38K- 0.48% |
$1.12M - $1.38M
|
912K
$236M
|
|
|
Aug 14, 2025
Q2 2025
|
Bamco Inc
New York, NY |
SELL
|
- |
-4.18K- 0.32% |
$1.07M - $1.31M
|
1.3M
$335M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.14K- 31.56% |
$1.06M - $1.3M
|
8.97K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.82K- 20.21% |
$976K - $1.2M
|
15.1K
$3.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-3.56K- 23.23% |
$908K - $1.12M
|
11.8K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3.54K- 16.04% |
$903K - $1.11M
|
18.5K
$4.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-3.5K- 7.76% |
$893K - $1.1M
|
41.6K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-3.07K- 46.78% |
$783K - $963K
|
3.49K
$901K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.92K- 1.49% |
$747K - $918K
|
194K
$50M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.86K- 14.83% |
$730K - $898K
|
16.4K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.43K- 5.11% |
$620K - $762K
|
45.1K
$11.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.16K- 2.03% |
$550K - $677K
|
104K
$26.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.15K- 8.0% |
$549K - $676K
|
24.7K
$6.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.15K- 30.69% |
$548K - $674K
|
4.85K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.08K- 9.56% |
$532K - $654K
|
19.7K
$5.09M
|