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
May 12, 2020 Q1 2020
Kepos Capital LP

New York, NY
SELL
 -
-2.35K
Closed
$251K - $389K
0 $0
May 13, 2020 Q1 2020
Horizon Kinetics Asset Management LLC

SELL
 -
-1.89K
Closed
$202K - $313K
0 $0
Apr 29, 2020 Q1 2020
Eagle Ridge Investment Management

SELL
 -
-1.56K
Closed
$167K - $259K
0 $0
May 01, 2020 Q1 2020
Hollencrest Capital Management

SELL
 -
-1.48K
Closed
$159K - $246K
0 $0
Aug 30, 2024 Q1 2020
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-1.43K
Closed
$153K - $238K
0 $0
May 05, 2020 Q1 2020
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-393
Closed
$42.1K - $65.1K
0 $0
May 01, 2020 Q1 2020
Great Diamond Partners, LLC

SELL
 -
-195
Closed
$20.9K - $32.3K
0 $0
Apr 30, 2020 Q1 2020
Investment Research & Advisory Group, Inc.

SELL
 -
-77
Closed
$8.24K - $12.8K
0 $0
Q4 2019
Feb 13, 2020 Q4 2019
Jefferies Group LLC

New York, NY
SELL
 -
-7.5K
Closed
$1.07M - $1.22M
0 $0
Feb 06, 2020 Q4 2019
Stevens Capital Management LP

Radnor, PA
SELL
 -
-2.77K
Closed
$396K - $450K
0 $0
Feb 18, 2020 Q4 2019
Noked Capital LTD

Tel Aviv, L3
SELL
 -
-2.3K
Closed
$329K - $373K
0 $0
Feb 11, 2020 Q4 2019
Cowen And Company, LLC

SELL
 -
-2.25K
Closed
$322K - $365K
0 $0
Feb 06, 2020 Q4 2019
Gam Holding Ag

SELL
 -
-1.83K
Closed
$261K - $296K
0 $0
Feb 18, 2020 Q4 2019
Bridges Investment Management Inc

SELL
 -
-1.78K
Closed
$255K - $289K
0 $0
Feb 14, 2020 Q4 2019
Quantamental Technologies LLC

White Plains, NY
SELL
 -
-1.51K
Closed
$217K - $246K
0 $0
Feb 14, 2020 Q4 2019
Prelude Capital Management, LLC

New York, NY
SELL
 -
-159
Closed
$22.8K - $25.8K
0 $0
Feb 14, 2020 Q4 2019
Plante Moran Financial Advisors, LLC

SELL
 -
-140
Closed
$20K - $22.7K
0 $0
Jan 30, 2020 Q4 2019
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-100
Closed
$14.3K - $16.2K
0 $0
Feb 18, 2020 Q4 2019
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-37
Closed
$5.3K - $6.01K
0 $0
Feb 10, 2020 Q4 2019
Mufg Americas Holdings Corp

SELL
 -
0
Closed
$0 - $0
0 $0
Q3 2019
Jan 08, 2024 Q3 2019
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-300K
Closed
$43.5M - $48.5M
0 $0
Nov 13, 2019 Q3 2019
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-2.8K
Closed
$406K - $452K
0 $0
Nov 14, 2019 Q3 2019
Zebra Capital Management LLC

Stamford, CT
SELL
 -
-2.29K
Closed
$331K - $369K
0 $0
Nov 07, 2019 Q3 2019
Quantitative Systematic Strategies LLC

SELL
 -
-2K
Closed
$290K - $323K
0 $0
Nov 07, 2019 Q3 2019
Hanlon Investment Management, Inc.

SELL
 -
-2K
- 50.0%
$290K - $323K
2K $554K
Oct 23, 2019 Q3 2019
Clean Yield Group

SELL
 -
-131
Closed
$19K - $21.2K
0 $0
Aug 13, 2024 Q3 2019
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-48
Closed
$6.96K - $7.76K
0 $0
Oct 09, 2019 Q3 2019
True Private Wealth Advisors

SELL
 -
-14
Closed
$2.03K - $2.26K
0 $0
Nov 14, 2019 Q3 2019
Camarda Financial Advisors, LLC

Fleming Island, FL
SELL
 -
-5
Closed
$725 - $808
0 $0
Q2 2019
Jul 23, 2019 Q2 2019
Wbi Investments, Inc.

SELL
 -
-37.8K
Closed
$4.82M - $5.61M
0 $0
Aug 14, 2019 Q2 2019
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 PUT
-25K
Closed
$3.19M - $3.71M
0 $0
Aug 12, 2019 Q2 2019
Brown Advisory Inc

SELL
 -
-18K
Closed
$2.3M - $2.67M
0 $0
Aug 14, 2019 Q2 2019
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 -
-9.06K
Closed
$1.16M - $1.34M
0 $0
Aug 14, 2019 Q2 2019
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 -
-4.88K
Closed
$622K - $724K
0 $0
Aug 06, 2019 Q2 2019
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-3.37K
Closed
$430K - $500K
0 $0
Aug 01, 2019 Q2 2019
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-1.6K
Closed
$204K - $237K
0 $0
Aug 13, 2019 Q2 2019
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-252
Closed
$32.1K - $37.4K
0 $0
Aug 07, 2019 Q2 2019
Omnia Family Wealth, LLC

SELL
 -
-231
Closed
$29.4K - $34.3K
0 $0
Jul 19, 2019 Q2 2019
Regions Financial Corp

SELL
 -
-94
Closed
$12K - $13.9K
0 $0
Jul 24, 2019 Q2 2019
Duncker Streett & CO Inc

SELL
 -
-63
Closed
$8.03K - $9.34K
0 $0
Jul 19, 2019 Q2 2019
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-31
Closed
$3.95K - $4.6K
0 $0
Aug 13, 2019 Q2 2019
Icon Wealth Partners, LLC

SELL
 -
-20
Closed
$2.55K - $2.97K
0 $0
Jul 19, 2019 Q2 2019
Marino, Stram & Associates LLC

SELL
 -
-9
Closed
$1.15K - $1.33K
0 $0
Aug 13, 2019 Q2 2019
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-2
Closed
$255 - $297
0 $0
Q1 2019
May 07, 2019 Q1 2019
Parametrica Management LTD

SELL
 -
-3.01K
Closed
$324K - $383K
0 $0
Apr 23, 2019 Q1 2019
Ramsey Quantitative Systems

Louisville, KY
SELL
 -
-2.37K
Closed
$256K - $302K
0 $0
May 07, 2019 Q1 2019
Ibex Investors LLC

SELL
 -
-1.96K
Closed
$211K - $249K
0 $0
Apr 12, 2019 Q1 2019
Ledyard National Bank

SELL
 -
-245
Closed
$26.4K - $31.2K
0 $0
Apr 17, 2019 Q1 2019
Fny Investment Advisers, LLC

SELL
 -
-90
Closed
$9.7K - $11.4K
0 $0

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