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 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-424- 9.18% |
$125K - $138K
|
4.2K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-421- 2.24% |
$125K - $137K
|
18.3K
$6.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-396- 2.6% |
$117K - $129K
|
14.8K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-389- 20.32% |
$115K - $127K
|
1.53K
$528K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-387- 35.7% |
$114K - $126K
|
697
$241K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-347- 2.32% |
$103K - $113K
|
14.6K
$5.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-343- 1.38% |
$101K - $112K
|
24.5K
$8.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-315- 2.33% |
$93.2K - $103K
|
13.2K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-270- 0.14% |
$79.9K - $88.1K
|
194K
$67.2M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-261- 2.44% |
$77.2K - $85.2K
|
10.4K
$3.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-246- 0.42% |
$72.8K - $80.3K
|
58.2K
$20.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-232- 1.0% |
$68.6K - $75.7K
|
22.9K
$7.92M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-230- 2.73% |
$68K - $75.1K
|
8.19K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-222- 7.26% |
$65.7K - $72.4K
|
2.84K
$982K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-221- 7.53% |
$65.4K - $72.1K
|
2.71K
$939K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-216- 12.85% |
$63.9K - $70.5K
|
1.47K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-215- 19.3% |
$63.6K - $70.2K
|
899
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-176- 1.09% |
$52.1K - $57.4K
|
16K
$5.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-167- 5.23% |
$49.4K - $54.5K
|
3.02K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-164- 17.75% |
$48.5K - $53.5K
|
760
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-142- 17.38% |
$42K - $46.3K
|
675
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-115- 3.8% |
$34K - $37.5K
|
2.91K
$1.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-105- 9.21% |
$31.1K - $34.3K
|
1.04K
$358K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 1.17% |
$29.6K - $32.6K
|
8.45K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-92- 6.37% |
$27.2K - $30K
|
1.35K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-83- 56.85% |
$24.6K - $27.1K
|
63
$21.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-77- 8.5% |
$22.8K - $25.1K
|
829
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-70- 5.77% |
$20.7K - $22.8K
|
1.14K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-68- 0.62% |
$20.1K - $22.2K
|
10.9K
$3.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-66- 3.62% |
$19.5K - $21.5K
|
1.76K
$608K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-61- 2.62% |
$18K - $19.9K
|
2.27K
$786K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-61- 5.08% |
$18K - $19.9K
|
1.14K
$394K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-60- 1.39% |
$17.8K - $19.6K
|
4.26K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-57- 2.39% |
$16.9K - $18.6K
|
2.33K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-54- 23.79% |
$16K - $17.6K
|
173
$59.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-54- 4.39% |
$16K - $17.6K
|
1.18K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-51- 5.97% |
$15.1K - $16.6K
|
803
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-51- 6.72% |
$15.1K - $16.6K
|
708
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-49- 5.52% |
$14.5K - $16K
|
839
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-42- 0.79% |
$12.4K - $13.7K
|
5.27K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-41- 2.98% |
$12.1K - $13.4K
|
1.34K
$463K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-39- 0.44% |
$11.5K - $12.7K
|
8.87K
$3.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-38- 1.9% |
$11.2K - $12.4K
|
1.97K
$681K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-37- 0.71% |
$10.9K - $12.1K
|
5.16K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-32- 0.6% |
$9.47K - $10.4K
|
5.31K
$1.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-25- 2.44% |
$7.4K - $8.16K
|
1K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21- 1.45% |
$6.21K - $6.85K
|
1.43K
$494K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12- 6.12% |
$3.55K - $3.92K
|
184
$63.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-11- 9.4% |
$3.25K - $3.59K
|
106
$36.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-10- 0.1% |
$2.96K - $3.26K
|
9.79K
$3.39M
|