A detailed history of Holocene Advisors, LP transactions in Morningstar, Inc. stock. As of the latest transaction made, Holocene Advisors, LP holds 5,035 shares of MORN stock, worth $1.73 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,035
Holding current value
$1.73 Million
% of portfolio
0.01%

Shares

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

Nov 14, 2024

BUY
$295.85 - $326.31 $1.49 Million - $1.64 Million
5,035 New
5,035 $1.61 Million
Q4 2023

Feb 14, 2024

SELL
$220.07 - $288.88 $2.59 Million - $3.4 Million
-11,766 Reduced 79.85%
2,970 $850,000
Q3 2023

Nov 14, 2023

BUY
$194.0 - $255.43 $1.75 Million - $2.31 Million
9,043 Added 158.84%
14,736 $3.45 Million
Q2 2023

Aug 14, 2023

BUY
$172.03 - $209.11 $979,366 - $1.19 Million
5,693 New
5,693 $1.12 Million
Q1 2021

May 17, 2021

SELL
$216.45 - $252.61 $229,004 - $267,261
-1,058 Closed
0 $0
Q4 2020

Feb 16, 2021

SELL
$163.19 - $231.57 $857,073 - $1.22 Million
-5,252 Reduced 83.23%
1,058 $245,000
Q3 2020

Nov 16, 2020

BUY
$146.02 - $169.56 $146,020 - $169,560
1,000 Added 18.83%
6,310 $1.01 Million
Q2 2020

Aug 14, 2020

BUY
$110.6 - $155.96 $587,286 - $828,147
5,310 New
5,310 $749,000
Q2 2018

Aug 14, 2018

SELL
$94.75 - $134.08 $249,003 - $352,362
-2,628 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$90.49 - $101.12 $26,785 - $29,931
296 Added 12.69%
2,628 $251,000
Q4 2017

Feb 14, 2018

BUY
$82.75 - $97.54 $192,973 - $227,463
2,332
2,332 $226,000

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 $14.6B
  • 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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