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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.32K- 15.47% |
$938K - $1.11M
|
18.1K
$5.03M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-3.07K- 71.89% |
$868K - $1.03M
|
1.2K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.72K- 3.17% |
$767K - $909K
|
83K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.7K- 7.77% |
$762K - $903K
|
32K
$8.87M
|
|
|
May 15, 2025
Q1 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-2.68K- 41.3% |
$758K - $898K
|
3.82K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.64K- 2.44% |
$744K - $882K
|
105K
$29.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.47K- 2.84% |
$698K - $827K
|
84.5K
$23.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.31K- 2.94% |
$653K - $774K
|
76.3K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-2.13K- 44.36% |
$603K - $714K
|
2.68K
$742K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.95K- 8.21% |
$550K - $652K
|
21.8K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.83K- 7.65% |
$516K - $611K
|
22.1K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.77K- 7.7% |
$500K - $592K
|
21.2K
$5.88M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.68K- 17.55% |
$476K - $564K
|
7.91K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.58K- 15.67% |
$446K - $529K
|
8.5K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.36K- 29.83% |
$384K - $455K
|
3.2K
$885K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.29K- 3.07% |
$365K - $433K
|
40.8K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-985- 4.49% |
$278K - $330K
|
20.9K
$5.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-953- 93.98% |
$269K - $319K
|
61
$16.9K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-950- 6.54% |
$268K - $318K
|
13.6K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-937- 9.61% |
$265K - $314K
|
8.82K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-800- 1.46% |
$226K - $268K
|
54K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-796- 8.68% |
$225K - $266K
|
8.38K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-683- 3.04% |
$193K - $229K
|
21.8K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-671- 42.55% |
$190K - $225K
|
906
$251K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-647- 11.35% |
$183K - $217K
|
5.05K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-642- 28.38% |
$181K - $215K
|
1.62K
$449K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-636- 21.19% |
$180K - $213K
|
2.37K
$655K
|
|
|
May 15, 2025
Q1 2025
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-617- 0.48% |
$174K - $207K
|
128K
$35.5M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-530- 2.05% |
$150K - $177K
|
25.3K
$7.01M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-523- 3.25% |
$148K - $175K
|
15.5K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-507- 4.32% |
$143K - $170K
|
11.2K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-490- 28.91% |
$138K - $164K
|
1.21K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-489- 41.51% |
$138K - $164K
|
689
$191K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-486- 3.08% |
$137K - $163K
|
15.3K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-471- 1.52% |
$133K - $158K
|
30.6K
$8.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-439- 3.32% |
$124K - $147K
|
12.8K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-414- 25.41% |
$117K - $139K
|
1.22K
$337K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-375- 4.1% |
$106K - $126K
|
8.77K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-372- 9.52% |
$105K - $125K
|
3.53K
$979K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-367- 2.57% |
$104K - $123K
|
13.9K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-365- 12.88% |
$103K - $122K
|
2.47K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-351- 3.94% |
$99.2K - $117K
|
8.56K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-342- 79.35% |
$96.6K - $114K
|
89
$24.7K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-297- 9.13% |
$83.9K - $99.4K
|
2.96K
$819K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-284- 1.09% |
$80.2K - $95.1K
|
25.7K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-281- 2.63% |
$79.4K - $94.1K
|
10.4K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-278- 18.23% |
$78.5K - $93.1K
|
1.25K
$345K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-252- 2.87% |
$71.2K - $84.4K
|
8.52K
$2.36M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-250- 5.62% |
$70.6K - $83.7K
|
4.2K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-242- 1.48% |
$68.4K - $81K
|
16.2K
$4.48M
|