Latest Institutional Sells of Morningstar, Inc. (MORN)

MORN Quotes by TradingView

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
Mar 29, 2024 Q3 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
SELL
 -
-124
Closed
$24.1K - $31.7K
0 $0
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

SELL
 -
-28
- 4.69%
$5.43K - $7.15K
569 $199K
Nov 14, 2023 Q3 2023
Pdt Partners, LLC

New York, NY
SELL
 -
-8
- 0.34%
$1.55K - $2.04K
2.31K $808K
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

SELL
 -
-8
- 14.29%
$1.55K - $2.04K
48 $16.8K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-1
- 16.67%
$194 - $255
5 $1.75K
Nov 01, 2023 Q3 2023
Centerpoint Advisors, LLC

SELL
 -
-1
- 1.59%
$194 - $255
62 $21.7K
Q2 2023
Aug 14, 2023 Q2 2023
Lazard Asset Management LLC

New York, NY
SELL
 -
-6.31K
- 7.83%
$1.09M - $1.32M
74.3K $26M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-261
- 8.66%
$44.9K - $54.6K
2.75K $962K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
SELL
 -
-116
- 3.87%
$20K - $24.3K
2.88K $1.01M
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

SELL
 -
-24
- 6.98%
$4.13K - $5.02K
320 $112K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-1
- 14.29%
$172 - $209
6 $2.1K
Q1 2023
May 11, 2023 Q1 2023
Artisan Partners Limited Partnership

Milwaukee, WI
SELL
 -
-298K
- 88.09%
$54.1M - $76.6M
40.4K $14.1M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
SELL
 -
-7.95K
- 34.35%
$1.44M - $2.04M
15.2K $5.31M
Apr 24, 2023 Q1 2023
Mackenzie Financial Corp

Toronto Ontario, A6
SELL
 -
-1.32K
- 36.94%
$239K - $339K
2.25K $788K
May 11, 2023 Q1 2023
Loomis Sayles & CO L P

SELL
 -
-590
- 0.4%
$107K - $151K
146K $51.1M
May 04, 2023 Q1 2023
Ellevest, Inc.

SELL
 -
-81
- 92.05%
$14.7K - $20.8K
7 $2.45K
May 02, 2023 Q1 2023
Schubert & CO

SELL
 -
-3
- 20.0%
$544 - $770
12 $4.2K
Q4 2022
Feb 14, 2023 Q4 2022
Tcw Group Inc

SELL
 -
-22.1K
- 37.09%
$4.61M - $5.51M
37.4K $13.1M
Feb 14, 2023 Q4 2022
Alberta Investment Management Corp

Edmonton, A0
SELL
 -
-14.6K
- 73.42%
$3.06M - $3.65M
5.29K $1.85M
Feb 14, 2023 Q4 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-2.57K
- 47.81%
$537K - $642K
2.81K $981K
Feb 14, 2023 Q4 2022
Arbor Capital Management Inc

Anchorage, AK
SELL
 -
-313
- 7.68%
$65.4K - $78.2K
3.76K $1.32M
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
SELL
 -
-42
- 4.23%
$8.78K - $10.5K
951 $333K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-13
- 1.14%
$2.72K - $3.25K
1.13K $394K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-9
- 5.06%
$1.88K - $2.25K
169 $59.1K
Feb 07, 2023 Q4 2022
Capital Advisors, Ltd. LLC

SELL
 -
-4
- 5.41%
$836 - $1K
70 $24.5K
Q3 2022
Nov 17, 2022 Q3 2022
Grandeur Peak Global Advisors, LLC

Salt Lake City, UT
SELL
 -
-2.08K
- 33.12%
$436K - $540K
4.2K $1.47M
Nov 14, 2022 Q3 2022
Aviva PLC

SELL
 -
-1.43K
- 17.08%
$299K - $371K
6.92K $2.42M
Nov 01, 2022 Q3 2022
Jennison Associates LLC

SELL
 -
-884
- 31.87%
$186K - $230K
1.89K $661K
Nov 09, 2022 Q3 2022
Navellier & Associates Inc

Reno, NV
SELL
 -
-18
- 0.9%
$3.78K - $4.68K
1.98K $693K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

SELL
 -
-4
- 0.37%
$840 - $1.04K
1.07K $376K
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

SELL
 -
-1
- 5.26%
$210 - $260
18 $6.29K
Oct 21, 2022 Q3 2022
Twin Capital Management Inc

SELL
 -
-1
- 0.03%
$210 - $260
3.52K $1.23M
Q2 2022
Aug 15, 2022 Q2 2022
Engle Capital Management, L.P.

Greenwich, CT
SELL
 -
-57K
Closed
$12.7M - $16.6M
0 $0
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-35K
Closed
$7.82M - $10.2M
0 $0
Aug 10, 2022 Q2 2022
Btg Pactual Global Asset Management LTD

New York, NY
SELL
 -
-5.64K
Closed
$1.26M - $1.64M
0 $0
Jul 20, 2022 Q2 2022
O'Shares Investment Advisers, LLC

SELL
 -
-4.5K
Closed
$1.01M - $1.31M
0 $0
Aug 12, 2022 Q2 2022
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-3.88K
- 32.92%
$866K - $1.13M
7.9K $2.76M
Aug 15, 2022 Q2 2022
Pelham Global Financials LTD

London, X0
SELL
 -
-3.2K
- 4.18%
$716K - $932K
73.4K $25.7M
Aug 15, 2022 Q2 2022
Lmr Partners LLP

London, X0
SELL
 -
-2.71K
- 63.99%
$605K - $788K
1.52K $533K
Aug 10, 2022 Q2 2022
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-2.38K
Closed
$533K - $694K
0 $0
Jul 29, 2022 Q2 2022
Yorktown Management & Research CO Inc

SELL
 -
-1.8K
- 27.69%
$402K - $524K
4.7K $1.64M
Aug 09, 2022 Q2 2022
Gsa Capital Partners LLP

London, X0
SELL
 -
-1.01K
Closed
$226K - $294K
0 $0
Jul 22, 2022 Q2 2022
Boston Trust Walden Corp

SELL
 -
-916
Closed
$205K - $267K
0 $0
Aug 05, 2022 Q2 2022
Illinois Municipal Retirement Fund

SELL
 -
-906
- 28.52%
$203K - $264K
2.27K $794K
Aug 15, 2022 Q2 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
SELL
 -
-775
Closed
$173K - $226K
0 $0
Aug 05, 2022 Q2 2022
Los Angeles Capital Management LLC

SELL
 -
-736
Closed
$165K - $214K
0 $0
Jul 22, 2022 Q2 2022
Willner & Heller, LLC

SELL
 -
-605
Closed
$135K - $176K
0 $0
Jul 22, 2022 Q2 2022
Thompson Siegel & Walmsley LLC

SELL
 -
-300
Closed
$67.1K - $87.3K
0 $0
Aug 11, 2022 Q2 2022
Krane Funds Advisors LLC

New York, NY
SELL
 -
-282
- 19.49%
$63.1K - $82.1K
1.17K $407K

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