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 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.7KClosed |
$3.76M - $4.94M
|
0
$0
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.3KClosed |
$2.62M - $3.45M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-5.3KClosed |
$1.35M - $1.78M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-4.6KClosed |
$1.17M - $1.54M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Iridian Asset Management LLC
|
SELL
|
- |
-4.03KClosed |
$1.03M - $1.35M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-3.39KClosed |
$867K - $1.14M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-2.5KClosed |
$639K - $840K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.29KClosed |
$329K - $433K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.2KClosed |
$307K - $403K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-983Closed |
$251K - $330K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-899Closed |
$230K - $302K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-706Closed |
$180K - $237K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-700Closed |
$179K - $235K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-650Closed |
$166K - $218K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-627Closed |
$160K - $211K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-612Closed |
$156K - $206K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-45Closed |
$11.5K - $15.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-43- 4.75% |
$11K - $14.4K
|
863
$239K
|
|
|
May 12, 2022
Q1 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1- 0.05% |
$256 - $336
|
1.97K
$546K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-7.03KClosed |
$1.79M - $2.44M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.51KClosed |
$1.15M - $1.56M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-3.92KClosed |
$1M - $1.36M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.3KClosed |
$842K - $1.14M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.24KClosed |
$316K - $429K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-972Closed |
$248K - $337K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-278Closed |
$70.9K - $96.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-89Closed |
$22.7K - $30.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7Closed |
$1.79K - $2.43K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-7.49KClosed |
$1.83M - $2.11M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-2.49KClosed |
$609K - $701K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-887Closed |
$217K - $250K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-776Closed |
$190K - $218K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-35Closed |
$8.55K - $9.85K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-35Closed |
$8.55K - $9.85K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-22Closed |
$5.37K - $6.19K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6Closed |
$1.47K - $1.69K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-11.5KClosed |
$2.66M - $3.05M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-4.63KClosed |
$1.07M - $1.23M
|
0
$0
|
|
|
Mar 28, 2025
Q2 2021
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-3.35K- 78.6% |
$773K - $888K
|
911
$252K
|
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.16KClosed |
$730K - $838K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-2.77KClosed |
$639K - $733K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-2.39KClosed |
$551K - $633K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-1.96KClosed |
$452K - $518K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1KClosed |
$231K - $265K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-950Closed |
$219K - $252K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-928Closed |
$214K - $246K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-718Closed |
$166K - $190K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-186Closed |
$43K - $49.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-61Closed |
$14.1K - $16.2K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20Closed |
$4.62K - $5.3K
|
0
$0
|
|