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
Aug 11, 2022 Q2 2022
Krane Funds Advisors LLC

New York, NY
SELL
 -
-282
- 19.49%
$63.1K - $82.1K
1.17K $403K
Aug 01, 2022 Q2 2022
Western Pacific Wealth Management, LP

SELL
 -
-150
Closed
$33.5K - $43.7K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-143
Closed
$32K - $41.6K
0 $0
Aug 16, 2022 Q2 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-88
Closed
$19.7K - $25.6K
0 $0
Aug 08, 2022 Q2 2022
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-57
- 5.88%
$12.7K - $16.6K
913 $316K
Jul 26, 2022 Q2 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-46
Closed
$10.3K - $13.4K
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-12
Closed
$2.68K - $3.49K
0 $0
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-2
Closed
$447 - $582
0 $0
Aug 15, 2022 Q2 2022
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-1
- 0.12%
$224 - $291
861 $298K
Q1 2022
May 16, 2022 Q1 2022
Northern Right Capital Management, L.P.

Darien, CT
SELL
 -
-55K
Closed
$14.1M - $18.5M
0 $0
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-14.7K
Closed
$3.76M - $4.94M
0 $0
Mar 23, 2023 Q1 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-10.3K
Closed
$2.62M - $3.45M
0 $0
May 12, 2022 Q1 2022
Apg Asset Management N.V.

Amsterdam, P7
SELL
 -
-5.3K
Closed
$1.35M - $1.78M
0 $0
May 03, 2022 Q1 2022
Knowledge Leaders Capital, LLC

SELL
 -
-4.6K
Closed
$1.17M - $1.54M
0 $0
May 02, 2022 Q1 2022
Iridian Asset Management LLC

SELL
 -
-4.03K
Closed
$1.03M - $1.35M
0 $0
May 16, 2022 Q1 2022
Allstate Corp

Northbrook, IL
SELL
 -
-3.39K
Closed
$867K - $1.14M
0 $0
May 06, 2022 Q1 2022
Leverage Partners Absolute Return Fund Spc

SELL
 -
-2.5K
Closed
$639K - $840K
0 $0
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-1.29K
Closed
$329K - $433K
0 $0
Apr 21, 2022 Q1 2022
Virginia Retirement Systems Et Al

Richmond, VA
SELL
 -
-1.2K
Closed
$307K - $403K
0 $0
May 13, 2022 Q1 2022
Pegasus Partners Ltd.

Mequon, WI
SELL
 -
-983
Closed
$251K - $330K
0 $0
May 06, 2022 Q1 2022
Accuvest Global Advisors

Provo, UT
SELL
 -
-899
Closed
$230K - $302K
0 $0
May 02, 2022 Q1 2022
Roberts Glore & CO Inc

Deerfield, IL
SELL
 -
-730
Closed
$187K - $245K
0 $0
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

SELL
 -
-706
Closed
$180K - $237K
0 $0
May 11, 2022 Q1 2022
Long Road Investment Counsel, LLC

SELL
 -
-700
Closed
$179K - $235K
0 $0
May 13, 2022 Q1 2022
Clearbridge Investments, LLC

New York, NY
SELL
 -
-650
Closed
$166K - $218K
0 $0
May 10, 2022 Q1 2022
Alphasimplex Group, LLC

Boston, MA
SELL
 -
-627
Closed
$160K - $211K
0 $0
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-612
Closed
$156K - $206K
0 $0
May 13, 2022 Q1 2022
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-45
Closed
$11.5K - $15.1K
0 $0
May 13, 2022 Q1 2022
Zacks Investment Management

Chicago, IL
SELL
 -
-43
- 4.75%
$11K - $14.4K
863 $299K
May 12, 2022 Q1 2022
Martingale Asset Management L P

Boston, MA
SELL
 -
-1
- 0.05%
$256 - $336
1.97K $683K
Q4 2021
Feb 11, 2022 Q4 2021
Donoghue Forlines LLC

SELL
 -
-7.03K
Closed
$1.79M - $2.44M
0 $0
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-4.51K
Closed
$1.15M - $1.56M
0 $0
Feb 10, 2022 Q4 2021
Winton Group LTD

London, X0
SELL
 -
-3.92K
Closed
$1M - $1.36M
0 $0
Feb 14, 2022 Q4 2021
Lee Ainslie Maverick Capital LTD | Dallas, Tx
SELL
 -
-3.3K
Closed
$842K - $1.14M
0 $0
Feb 10, 2022 Q4 2021
Connor, Clark & Lunn Investment Management Ltd.

SELL
 -
-1.24K
Closed
$316K - $429K
0 $0
Feb 08, 2022 Q4 2021
Mirae Asset Global Investments Co., Ltd.

SELL
 -
-972
Closed
$248K - $337K
0 $0
Feb 14, 2022 Q4 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-905
Closed
$231K - $314K
0 $0
Feb 09, 2022 Q4 2021
Trustcore Financial Services, LLC

SELL
 -
-278
Closed
$70.9K - $96.4K
0 $0
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-89
Closed
$22.7K - $30.8K
0 $0
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-7
Closed
$1.79K - $2.43K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Impax Asset Management Group PLC

SELL
 -
-7.49K
Closed
$1.83M - $2.11M
0 $0
Nov 10, 2021 Q3 2021
Agf Investments LLC

Boston, MA
SELL
 -
-2.49K
Closed
$609K - $701K
0 $0
Nov 15, 2021 Q3 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-887
Closed
$217K - $250K
0 $0
Nov 10, 2021 Q3 2021
Agf Investments Inc.

Toronto, A6
SELL
 -
-776
Closed
$190K - $218K
0 $0
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-35
Closed
$8.55K - $9.85K
0 $0
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-35
Closed
$8.55K - $9.85K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-22
Closed
$5.37K - $6.19K
0 $0
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-6
Closed
$1.47K - $1.69K
0 $0
Q2 2021
Aug 10, 2021 Q2 2021
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
SELL
 -
-11.5K
Closed
$2.66M - $3.05M
0 $0

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