A detailed history of Gamma Investing LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Gamma Investing LLC holds 433 shares of MORN stock, worth $112,575. This represents 0.01% of its overall portfolio holdings.

Number of Shares
433
Previous 481 9.98%
Holding current value
$112,575
Previous $144 Million 5.76%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

SELL
$255.31 - $313.93 $12,254 - $15,068
-48 Reduced 9.98%
433 $136 Million
Q1 2025

Apr 14, 2025

SELL
$282.49 - $334.73 $40.6 Million - $48.1 Million
-143,756 Reduced 99.67%
481 $144 Million
Q1 2025

Apr 07, 2025

BUY
$282.49 - $334.73 $40.6 Million - $48.1 Million
143,770 Added 30785.87%
144,237 $481,000
Q4 2024

Jan 02, 2025

BUY
$312.56 - $358.78 $48,134 - $55,252
154 Added 49.2%
467 $157 Million
Q3 2024

Oct 04, 2024

BUY
$295.85 - $326.31 $38,460 - $42,420
130 Added 71.04%
313 $99.9 Million
Q2 2024

Jul 02, 2024

BUY
$282.65 - $315.06 $14,415 - $16,068
51 Added 38.64%
183 $54.1 Million
Q1 2024

Apr 05, 2024

BUY
$272.04 - $310.74 $1,904 - $2,175
7 Added 5.6%
132 $40.7 Million
Q4 2023

Feb 01, 2024

BUY
$220.07 - $288.88 $27,508 - $36,110
125 New
125 $34.9 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 $11B
  • 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
Track This Portfolio

Track Gamma Investing LLC Portfolio

Follow Gamma Investing LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gamma Investing LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gamma Investing LLC with notifications on news.