Ceera Investments, LLC Morningstar, Inc. Transaction History

Ceera Investments, LLC

$298 Million
Q2 2025

A detailed history of Ceera Investments, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Ceera Investments, LLC holds 9,786 shares of MORN stock, worth $2.53 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

9,786

Previous 9,786 -0.0%

Holding current value

$2.53 Million

Previous $2.93 Million 4.7%

% of portfolio

1.03%

Previous 1.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$295.85 - $326.31 $2,958 - $3,263	-10 Reduced 0.1%	9,786 $3.12 Million
Q2 2024 Aug 06, 2024	SELL	$282.65 - $315.06 $14,132 - $15,753	-50 Reduced 0.51%	9,796 $2.9 Million
Q1 2024 May 14, 2024	SELL	$272.04 - $310.74 $39,445 - $45,057	-145 Reduced 1.45%	9,846 $3.04 Million
Q4 2023 Feb 07, 2024	SELL	$220.07 - $288.88 $542,472 - $712,089	-2,465 Reduced 19.79%	9,991 $2.86 Million
Q2 2023 Aug 04, 2023	SELL	$172.03 - $209.11 $18,923 - $23,002	-110 Reduced 0.88%	12,456 $2.44 Million
Q1 2023 Sep 27, 2023	BUY	$181.22 - $256.64 $19,934 - $28,230	110 Added 0.88%	12,566 $2.55 Million
Q4 2022 Oct 02, 2023	BUY	$209.09 - $249.98 $22,999 - $27,497	110 Added 0.88%	12,566 $2.72 Million
Q4 2022 Feb 08, 2023	SELL	$209.09 - $249.98 $19,654 - $23,498	-94 Reduced 0.74%	12,566 $2.72 Million
Q3 2022 Nov 08, 2022	SELL	$209.97 - $260.0 $73,279 - $90,740	-349 Reduced 2.68%	12,660 $2.69 Million
Q2 2022 Aug 09, 2022	SELL	$223.6 - $291.12 $28,620 - $37,263	-128 Reduced 0.97%	13,009 $3.15 Million
Q1 2022 May 10, 2022	SELL	$255.56 - $336.03 $20,444 - $26,882	-80 Reduced 0.61%	13,137 $3.59 Million
Q4 2021 Feb 09, 2022	SELL	$255.01 - $346.61 $56,102 - $76,254	-220 Reduced 1.64%	13,217 $4.52 Million
Q3 2021 Nov 08, 2021	SELL	$244.27 - $281.46 $7,328 - $8,443	-30 Reduced 0.22%	13,437 $3.48 Million
Q2 2021 Aug 09, 2021	SELL	$231.0 - $265.21 $1,155 - $1,326	-5 Reduced 0.04%	13,467 $3.46 Million
Q1 2021 May 06, 2021	BUY	$216.45 - $252.61 $2.92 Million - $3.4 Million	13,472 New	13,472 $3.03 Million

Others Institutions Holding MORN

# of Institutions

510

Shares Held

26.5M

Call Options Held

10.9K

Put Options Held

3.1K

View Full List

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...

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Ceera Investments, LLC Morningstar, Inc. Transaction History