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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2019
Q3 2019
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2K- 50.0% |
$290K - $323K
|
2K
$653K
|
|
|
Oct 23, 2019
Q3 2019
|
Clean Yield Group
|
SELL
|
- |
-131Closed |
$19K - $21.2K
|
0
$0
|
|
|
Aug 13, 2024
Q3 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-48Closed |
$6.96K - $7.76K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
True Private Wealth Advisors
|
SELL
|
- |
-14Closed |
$2.03K - $2.26K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-5Closed |
$725 - $808
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Wbi Investments, Inc.
|
SELL
|
- |
-37.8KClosed |
$4.82M - $5.61M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-25KClosed |
$3.19M - $3.71M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Inc
|
SELL
|
- |
-18KClosed |
$2.3M - $2.67M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-9.06KClosed |
$1.16M - $1.34M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-4.88KClosed |
$622K - $724K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.37KClosed |
$430K - $500K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.6KClosed |
$204K - $237K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-252Closed |
$32.1K - $37.4K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-231Closed |
$29.4K - $34.3K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-94Closed |
$12K - $13.9K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Duncker Streett & CO Inc
|
SELL
|
- |
-63Closed |
$8.03K - $9.34K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-31Closed |
$3.95K - $4.6K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-20Closed |
$2.55K - $2.97K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-9Closed |
$1.15K - $1.33K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2Closed |
$255 - $297
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Parametrica Management LTD
|
SELL
|
- |
-3.01KClosed |
$324K - $383K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-2.37KClosed |
$256K - $302K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Ibex Investors LLC
|
SELL
|
- |
-1.96KClosed |
$211K - $249K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-245Closed |
$26.4K - $31.2K
|
0
$0
|
|
|
Apr 17, 2019
Q1 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-90Closed |
$9.7K - $11.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-4.47KClosed |
$472K - $584K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-876Closed |
$92.4K - $114K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-160- 5.03% |
$16.9K - $20.9K
|
3.02K
$986K
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-97Closed |
$10.2K - $12.7K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-20Closed |
$2.11K - $2.61K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-200Closed |
$25.2K - $28.5K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8Closed |
$1.01K - $1.14K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 18, 2018
Q1 2018
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.65KClosed |
$330K - $369K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-82Closed |
$7.42K - $8.29K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-28KClosed |
$2.31M - $2.73M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-3.48KClosed |
$288K - $339K
|
0
$0
|
|
|
Jan 11, 2018
Q4 2017
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-267Closed |
$22.1K - $26K
|
0
$0
|
|