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 14, 2024
Q3 2024
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-675K- 27.73% |
$200M - $220M
|
1.76M
$609M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-86K- 7.62% |
$25.4M - $28.1M
|
1.04M
$361M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.9K- 17.16% |
$12.4M - $13.7M
|
202K
$70M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-36.7K- 87.04% |
$10.9M - $12M
|
5.47K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-25.1K- 22.83% |
$7.42M - $8.19M
|
84.8K
$29.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.14K- 3.23% |
$2.7M - $2.98M
|
273K
$94.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-6.4K- 60.95% |
$1.89M - $2.09M
|
4.1K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.58K- 16.52% |
$1.65M - $1.82M
|
28.2K
$9.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.58K- 29.23% |
$1.65M - $1.82M
|
13.5K
$4.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-5.02K- 24.61% |
$1.48M - $1.64M
|
15.4K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-4.03K- 9.4% |
$1.19M - $1.32M
|
38.9K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.06K- 6.72% |
$906K - $999K
|
42.5K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.93K- 5.01% |
$867K - $957K
|
55.5K
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.48K- 6.98% |
$732K - $808K
|
33K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.38K- 13.31% |
$703K - $775K
|
15.5K
$5.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-2.27K- 1.17% |
$672K - $741K
|
191K
$66.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-2.2K- 52.38% |
$651K - $718K
|
2K
$692K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 38.12% |
$643K - $709K
|
3.53K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.87K- 23.16% |
$553K - $610K
|
6.2K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 71.42% |
$501K - $553K
|
678
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.59K- 62.51% |
$470K - $519K
|
953
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.43K- 6.45% |
$422K - $465K
|
20.7K
$7.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.35K- 8.2% |
$399K - $441K
|
15.1K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-1.35K- 0.1% |
$399K - $440K
|
1.31M
$452M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-1.3K- 2.64% |
$385K - $425K
|
48.1K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.25K- 1.39% |
$370K - $409K
|
88.6K
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.2K- 34.29% |
$355K - $392K
|
2.3K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.15K- 8.99% |
$341K - $377K
|
11.7K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.09K- 22.9% |
$323K - $356K
|
3.67K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.05K- 9.57% |
$309K - $341K
|
9.88K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-924- 9.03% |
$273K - $302K
|
9.31K
$3.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-855- 9.38% |
$253K - $279K
|
8.26K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-823- 3.04% |
$243K - $269K
|
26.2K
$9.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-800- 6.04% |
$237K - $261K
|
12.4K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-745- 6.48% |
$220K - $243K
|
10.8K
$3.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-740- 11.99% |
$219K - $241K
|
5.43K
$1.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-695- 7.73% |
$206K - $227K
|
8.29K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-674- 6.33% |
$199K - $220K
|
9.97K
$3.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-633- 4.66% |
$187K - $207K
|
13K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-592- 0.41% |
$175K - $193K
|
144K
$49.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-574- 4.85% |
$170K - $187K
|
11.3K
$3.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-544- 13.93% |
$161K - $178K
|
3.36K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-500- 4.28% |
$148K - $163K
|
11.2K
$3.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-500- 0.91% |
$148K - $163K
|
54.2K
$18.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-488- 4.73% |
$144K - $159K
|
9.82K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-457- 1.08% |
$135K - $149K
|
42K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-454- 23.44% |
$134K - $148K
|
1.48K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-448- 38.92% |
$133K - $146K
|
703
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-430- 0.6% |
$127K - $140K
|
71.5K
$24.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-425- 6.53% |
$126K - $139K
|
6.08K
$2.1M
|