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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-385K- 21.88% |
$120M - $138M
|
1.37M
$394M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-253K- 16.27% |
$79.2M - $90.9M
|
1.3M
$374M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-207K- 41.9% |
$64.8M - $74.4M
|
288K
$82.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-192K- 99.62% |
$60M - $68.9M
|
728
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-185K- 15.43% |
$57.9M - $66.5M
|
1.02M
$292M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-67.9K- 6.51% |
$21.2M - $24.4M
|
975K
$280M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-35.7K- 86.21% |
$11.2M - $12.8M
|
5.71K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-20.6K- 10.77% |
$6.44M - $7.39M
|
171K
$49M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.6K- 0.95% |
$6.13M - $7.04M
|
2.06M
$590M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-16.3K- 2.38% |
$5.1M - $5.85M
|
669K
$192M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-16K- 50.15% |
$5M - $5.74M
|
15.9K
$4.56M
|
|
|
Feb 11, 2025
Q4 2024
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-15.5K- 10.77% |
$4.86M - $5.58M
|
129K
$36.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.9K- 40.49% |
$4.04M - $4.64M
|
19K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.7K- 10.77% |
$3.97M - $4.56M
|
105K
$30.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-11.8K- 92.32% |
$3.68M - $4.22M
|
979
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.5K- 5.68% |
$3.59M - $4.12M
|
191K
$54.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Praesidium Investment Management Company, LLC
New York, NY |
SELL
|
- |
-8.71K- 8.82% |
$2.72M - $3.12M
|
90.1K
$25.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-8.28K- 60.12% |
$2.59M - $2.97M
|
5.49K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-7.6K- 73.1% |
$2.38M - $2.73M
|
2.8K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-5.87K- 0.84% |
$1.83M - $2.11M
|
690K
$198M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.61K- 15.28% |
$1.75M - $2.01M
|
31.1K
$8.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.39K- 54.2% |
$1.68M - $1.93M
|
4.55K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-5.28K- 28.94% |
$1.65M - $1.9M
|
13K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5.06K- 24.47% |
$1.58M - $1.81M
|
15.6K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4K- 60.63% |
$1.25M - $1.43M
|
2.6K
$745K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.83K- 8.99% |
$1.2M - $1.37M
|
38.7K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.81K- 62.49% |
$1.19M - $1.37M
|
2.29K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-3.64K- 23.71% |
$1.14M - $1.31M
|
11.7K
$3.36M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-3.24K- 6.73% |
$1.01M - $1.16M
|
44.8K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.7K- 3.06% |
$844K - $969K
|
85.7K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.64K- 19.76% |
$824K - $946K
|
10.7K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.55K- 30.14% |
$795K - $913K
|
5.9K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-2.29K- 36.96% |
$716K - $822K
|
3.91K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-2K- 48.78% |
$625K - $718K
|
2.1K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.77K- 16.17% |
$552K - $633K
|
9.15K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.72K- 56.78% |
$538K - $618K
|
1.31K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.69K- 26.75% |
$528K - $606K
|
4.63K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.63K- 1.52% |
$509K - $585K
|
105K
$30.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-1.6K- 41.48% |
$500K - $574K
|
2.26K
$648K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.57K- 1.77% |
$490K - $563K
|
87K
$25M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.54K- 66.94% |
$481K - $552K
|
760
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.52K- 13.47% |
$474K - $545K
|
9.76K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.5K- 9.69% |
$469K - $538K
|
14K
$4.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.41K- 89.24% |
$441K - $506K
|
170
$48.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.4K- 68.58% |
$436K - $500K
|
639
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.2K- 12.03% |
$375K - $430K
|
8.77K
$2.52M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.04K- 1.61% |
$325K - $373K
|
63.4K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.02K- 9.1% |
$318K - $365K
|
10.2K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-1K- 50.0% |
$313K - $359K
|
1K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-1K- 40.1% |
$313K - $359K
|
1.49K
$429K
|