A detailed history of Atomi Financial Group, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 777 shares of MORN stock, worth $201,180. This represents 0.01% of its overall portfolio holdings.

Number of Shares
777
Previous 729 6.58%
Holding current value
$201,180
Previous $245 Million 5.09%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

BUY
$282.49 - $334.73 $13,559 - $16,067
48 Added 6.58%
777 $233 Million
Q4 2024

Jan 16, 2025

BUY
$312.56 - $358.78 $227,856 - $261,550
729 New
729 $245 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
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