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 02, 2021 Q2 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-11
Closed
$2.54K - $2.92K
0 $0
Q1 2021
May 06, 2021 Q1 2021
Aptus Capital Advisors, LLC

SELL
 -
-3.39K
Closed
$734K - $857K
0 $0
Apr 08, 2021 Q1 2021
Private Advisory Group LLC

Redmond, WA
SELL
 -
-2.28K
Closed
$494K - $577K
0 $0
Apr 22, 2021 Q1 2021
Hillsdale Investment Management Inc.

Toronto, A6
SELL
 -
-2.2K
Closed
$476K - $556K
0 $0
Apr 21, 2021 Q1 2021
Personal Cfo Solutions, LLC

SELL
 -
-1.01K
Closed
$218K - $255K
0 $0
May 14, 2021 Q1 2021
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-902
Closed
$195K - $228K
0 $0
May 11, 2021 Q1 2021
Covenant Partners, LLC

SELL
 -
-867
Closed
$188K - $219K
0 $0
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-488
Closed
$106K - $123K
0 $0
Apr 23, 2021 Q1 2021
Fieldpoint Private Securities, LLC

SELL
 -
-127
Closed
$27.5K - $32.1K
0 $0
May 05, 2021 Q1 2021
Capital Investment Counsel, Inc

SELL
 -
-100
- 8.0%
$21.6K - $25.3K
1.15K $319K
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-15
Closed
$3.25K - $3.79K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-9
Closed
$1.95K - $2.27K
0 $0
May 14, 2021 Q1 2021
Assetmark, Inc

SELL
 -
-8
Closed
$1.73K - $2.02K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-6
Closed
$1.3K - $1.52K
0 $0
Apr 12, 2021 Q1 2021
Cordasco Financial Network

SELL
 -
-5
Closed
$1.08K - $1.26K
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-3
Closed
$649 - $758
0 $0
Q4 2020
Feb 12, 2021 Q4 2020
Champlain Investment Partners, LLC

Burlington, VT
SELL
 -
-310K
Closed
$50.6M - $71.9M
0 $0
Feb 16, 2021 Q4 2020
Incline Global Management LLC

New York, NY
SELL
 -
-46.5K
Closed
$7.59M - $10.8M
0 $0
Feb 12, 2021 Q4 2020
Paradigm Asset Management CO LLC

SELL
 -
-2.2K
Closed
$359K - $509K
0 $0
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.8K
Closed
$294K - $417K
0 $0
Feb 16, 2021 Q4 2020
Athanor Capital, LP

New York, NY
SELL
 -
-1.69K
Closed
$276K - $392K
0 $0
Feb 03, 2021 Q4 2020
Canton Hathaway, LLC

SELL
 -
-819
Closed
$134K - $190K
0 $0
Jan 20, 2021 Q4 2020
Provident Wealth Management, LLC

SELL
 -
-46
Closed
$7.51K - $10.7K
0 $0
Feb 03, 2021 Q4 2020
Sandy Spring Bank

SELL
 -
-6
Closed
$979 - $1.39K
0 $0
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-5
Closed
$816 - $1.16K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Golden Gate Private Equity, Inc.

San Francisco, CA
SELL
 -
-89K
Closed
$13M - $15.1M
0 $0
Nov 12, 2020 Q3 2020
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-64.7K
Closed
$9.45M - $11M
0 $0
Nov 13, 2020 Q3 2020
Axa S.A.

Paris, I0
SELL
 -
-49.8K
Closed
$7.27M - $8.44M
0 $0
Oct 28, 2020 Q3 2020
Stone Ridge Asset Management LLC

SELL
 -
-4.26K
Closed
$622K - $722K
0 $0
May 20, 2022 Q3 2020
True North Advisors, LLC

SELL
 -
-2.75K
Closed
$402K - $466K
0 $0
Nov 05, 2020 Q3 2020
Hancock Whitney Corp

SELL
 -
-2.09K
Closed
$305K - $354K
0 $0
Nov 12, 2020 Q3 2020
Cigna Investments Inc

Bloomfield, CT
SELL
 -
-1.77K
Closed
$258K - $300K
0 $0
Nov 10, 2020 Q3 2020
Connable Office Inc

SELL
 -
-210
- 12.5%
$30.7K - $35.6K
1.47K $407K
Nov 16, 2020 Q3 2020
Principle Wealth Partners LLC

SELL
 -
-68
Closed
$9.93K - $11.5K
0 $0
Nov 13, 2020 Q3 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-68
Closed
$9.93K - $11.5K
0 $0
Oct 26, 2020 Q3 2020
Firestone Capital Management

SELL
 -
-27
Closed
$3.94K - $4.58K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-1
Closed
$146 - $170
0 $0
Q2 2020
Aug 13, 2020 Q2 2020
Epoch Investment Partners, Inc.

New York, NY
SELL
 -
-12K
Closed
$1.33M - $1.87M
0 $0
Aug 13, 2020 Q2 2020
Capital Fund Management S.A.

Paris, I0
SELL
 -
-11.7K
Closed
$1.3M - $1.83M
0 $0
Aug 13, 2020 Q2 2020
Colony Group LLC

Boston, MA
SELL
 -
-3.82K
Closed
$423K - $596K
0 $0
Aug 14, 2020 Q2 2020
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-2.28K
Closed
$252K - $355K
0 $0
Jul 24, 2020 Q2 2020
Dupont Capital Management Corp

SELL
 -
-398
Closed
$44K - $62.1K
0 $0
Aug 12, 2020 Q2 2020
Inspire Investing, LLC

Meridian, ID
SELL
 -
-333
Closed
$36.8K - $51.9K
0 $0
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-37
- 62.71%
$4.09K - $5.77K
22 $6.09K
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-35
Closed
$3.87K - $5.46K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-10
Closed
$1.11K - $1.56K
0 $0
Q1 2020
May 11, 2020 Q1 2020
Miracle Mile Advisors, LLC

SELL
 -
-26.3K
Closed
$2.82M - $4.36M
0 $0
May 14, 2020 Q1 2020
Public Sector Pension Investment Board

Montreal, A8
SELL
 -
-21K
Closed
$2.25M - $3.48M
0 $0
Apr 30, 2020 Q1 2020
Robeco Institutional Asset Management B.V.

SELL
 -
-6.96K
Closed
$745K - $1.15M
0 $0

Track Institutional and Insider Activities on MORN

Follow Morningstar, Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells MORN shares.

Notify only if

Insider Trading

Get notified when an Morningstar, Inc. insider buys or sells MORN shares.

Notify only if

News

Receive news related to Morningstar, Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on MORN