A detailed history of 111 Capital transactions in Morningstar, Inc. stock. As of the latest transaction made, 111 Capital holds 1,782 shares of MORN stock, worth $377,694. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,782
Previous 2,440 26.97%
Holding current value
$377,694
Previous $766 Million 46.03%
% of portfolio
0.08%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$231.72 - $311.89 $152,471 - $205,223
-658 Reduced 26.97%
1,782 $413 Million
Q2 2025

Jul 21, 2025

BUY
$255.31 - $313.93 $327,307 - $402,458
1,282 Added 110.71%
2,440 $766 Million
Q1 2025

May 15, 2025

BUY
$282.49 - $334.73 $327,123 - $387,617
1,158 New
1,158 $347 Million

Others Institutions Holding MORN

About Morningstar, Inc.


  • Ticker MORN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 42,446,200
  • Market Cap $9B
  • Description
  • Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...
More about MORN
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