A detailed history of Engineers Gate Manager LP transactions in Morningstar, Inc. stock. As of the latest transaction made, Engineers Gate Manager LP holds 27,114 shares of MORN stock, worth $6.69 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
27,114
Previous 19,058 42.27%
Holding current value
$6.69 Million
Previous $5.71 Million 48.95%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Aug 14, 2025

BUY
$255.31 - $313.93 $2.06 Million - $2.53 Million
8,056 Added 42.27%
27,114 $8.51 Million
Q1 2025

May 15, 2025

BUY
$282.49 - $334.73 $4.79 Million - $5.67 Million
16,949 Added 803.65%
19,058 $5.71 Million
Q4 2024

Feb 14, 2025

SELL
$312.56 - $358.78 $210,040 - $241,100
-672 Reduced 24.16%
2,109 $710,000
Q3 2024

Nov 14, 2024

BUY
$295.85 - $326.31 $349,398 - $385,372
1,181 Added 73.81%
2,781 $887,000
Q2 2024

Aug 14, 2024

BUY
$282.65 - $315.06 $15,263 - $17,013
54 Added 3.49%
1,600 $473,000
Q1 2024

May 15, 2024

SELL
$272.04 - $310.74 $152,886 - $174,635
-562 Reduced 26.66%
1,546 $476,000
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $463,907 - $608,959
2,108 New
2,108 $603,000
Q2 2023

Aug 14, 2023

BUY
$172.03 - $209.11 $481,684 - $585,508
2,800 Added 204.53%
4,169 $817,000
Q1 2023

May 15, 2023

BUY
$181.22 - $256.64 $7,792 - $11,035
43 Added 3.24%
1,369 $277,000
Q4 2022

Feb 14, 2023

BUY
$209.09 - $249.98 $277,253 - $331,473
1,326 New
1,326 $287,000
Q2 2021

Aug 16, 2021

SELL
$231.0 - $265.21 $635,481 - $729,592
-2,751 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$216.45 - $252.61 $595,453 - $694,930
2,751 New
2,751 $619,000
Q4 2019

Feb 14, 2020

SELL
$143.18 - $162.37 $224,792 - $254,920
-1,570 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$144.99 - $161.58 $227,634 - $253,680
1,570 New
1,570 $229,000

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 $10.5B
  • 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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