A detailed history of Aquatic Capital Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Aquatic Capital Management LLC holds 3,480 shares of MORN stock, worth $1.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,480
Holding current value
$1.1 Million
% of portfolio
0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$295.85 - $326.31 $1.03 Million - $1.14 Million
3,480 New
3,480 $1.11 Million
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $652,896 - $745,776
2,400 Added 600.0%
2,800 $863,000
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $88,028 - $115,552
400 New
400 $114,000
Q2 2023

Aug 14, 2023

SELL
$172.03 - $209.11 $34,406 - $41,822
-200 Reduced 40.0%
300 $59,000
Q1 2023

May 15, 2023

SELL
$181.22 - $256.64 $489,294 - $692,928
-2,700 Reduced 84.38%
500 $102,000
Q4 2022

Feb 14, 2023

BUY
$209.09 - $249.98 $167,272 - $199,984
800 Added 33.33%
3,200 $693,000
Q3 2022

Nov 14, 2022

BUY
$209.97 - $260.0 $419,940 - $520,000
2,000 Added 500.0%
2,400 $510,000
Q2 2022

Aug 15, 2022

BUY
$223.6 - $291.12 $89,440 - $116,448
400 New
400 $97,000
Q1 2022

May 16, 2022

SELL
$255.56 - $336.03 $51,112 - $67,206
-200 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$255.01 - $346.61 $51,002 - $69,322
200 New
200 $68,000

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 $13.4B
  • 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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