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
|
Quarry LP
New York, NY |
SELL
|
- |
-221- 40.77% |
$62.4K - $74K
|
321
$88.9K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-217- 99.54% |
$61.3K - $72.6K
|
1
$277
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-200- 2.11% |
$56.5K - $66.9K
|
9.29K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-197- 3.79% |
$55.7K - $65.9K
|
5K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-169- 4.63% |
$47.7K - $56.6K
|
3.48K
$965K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-165- 9.68% |
$46.6K - $55.2K
|
1.54K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-136- 32.15% |
$38.4K - $45.5K
|
287
$79.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125Closed |
$35.3K - $41.8K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-124- 6.48% |
$35K - $41.5K
|
1.79K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-120- 4.46% |
$33.9K - $40.2K
|
2.57K
$712K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-112- 8.87% |
$31.6K - $37.5K
|
1.15K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-100- 4.76% |
$28.2K - $33.5K
|
2K
$554K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 6.22% |
$28.2K - $33.5K
|
1.51K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-99- 4.47% |
$28K - $33.1K
|
2.12K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-97- 3.76% |
$27.4K - $32.5K
|
2.48K
$687K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-95- 1.76% |
$26.8K - $31.8K
|
5.32K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-90- 1.12% |
$25.4K - $30.1K
|
7.98K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-80- 2.64% |
$22.6K - $26.8K
|
2.95K
$818K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-76- 22.96% |
$21.5K - $25.4K
|
255
$70.6K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-72- 1.21% |
$20.3K - $24.1K
|
5.87K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-68- 6.55% |
$19.2K - $22.8K
|
970
$269K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 22.96% |
$17.5K - $20.8K
|
208
$57.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-61- 5.42% |
$17.2K - $20.4K
|
1.06K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-59- 92.19% |
$16.7K - $19.7K
|
5
$1.39K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-57- 0.9% |
$16.1K - $19.1K
|
6.3K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-45- 0.08% |
$12.7K - $15.1K
|
56.6K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-42- 0.28% |
$11.9K - $14.1K
|
15K
$4.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-42- 1.43% |
$11.9K - $14.1K
|
2.91K
$805K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 54.79% |
$11.3K - $13.4K
|
33
$9.14K
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-38- 0.7% |
$10.7K - $12.7K
|
5.39K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-26- 34.21% |
$7.34K - $8.7K
|
50
$13.9K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-19- 90.48% |
$5.37K - $6.36K
|
2
$554
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-15- 2.06% |
$4.24K - $5.02K
|
713
$198K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13- 0.24% |
$3.67K - $4.35K
|
5.34K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11- 34.38% |
$3.11K - $3.68K
|
21
$5.82K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.26% |
$3.11K - $3.68K
|
4.2K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.52% |
$1.13K - $1.34K
|
765
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.12% |
$847 - $1K
|
2.6K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2- 0.82% |
$565 - $669
|
243
$67.3K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1- 0.04% |
$282 - $335
|
2.48K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 7.69% |
$282 - $335
|
12
$3.32K
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.55K- 30.14% |
$795K - $913K
|
5.9K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.5K- 9.69% |
$469K - $538K
|
14K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-1K- 40.1% |
$313K - $359K
|
1.49K
$414K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-634- 19.84% |
$198K - $227K
|
2.56K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-420- 5.13% |
$131K - $151K
|
7.77K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-295- 2.74% |
$92.2K - $106K
|
10.5K
$2.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-290- 2.52% |
$90.6K - $104K
|
11.2K
$3.11M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-125- 6.5% |
$39.1K - $44.8K
|
1.8K
$498K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-112- 1.47% |
$35K - $40.2K
|
7.53K
$2.09M
|
|