A detailed history of Israel Englander (Millennium Management LLC) transactions in Morningstar, Inc. stock. As of the latest transaction made, Millennium Management LLC holds 495,106 shares of MORN stock, worth $171 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
495,106
Previous 320,186 54.63%
Holding current value
$171 Million
Previous $94.7 Million 66.79%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Nov 14, 2024

BUY
$295.85 - $326.31 $51.8 Million - $57.1 Million
174,920 Added 54.63%
495,106 $158 Million
Q2 2024

Aug 14, 2024

BUY
$282.65 - $315.06 $54.9 Million - $61.2 Million
194,122 Added 153.99%
320,186 $94.7 Million
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $33.9 Million - $38.7 Million
124,661 Added 8885.32%
126,064 $38.9 Million
Q4 2023

Feb 14, 2024

SELL
$220.07 - $288.88 $72.8 Million - $95.6 Million
-330,891 Reduced 99.58%
1,403 $401,000
Q2 2023

Aug 14, 2023

SELL
$172.03 - $209.11 $1.92 Million - $2.34 Million
-11,187 Reduced 3.26%
332,294 $65.2 Million
Q1 2023

May 15, 2023

SELL
$181.22 - $256.64 $13.4 Million - $18.9 Million
-73,694 Reduced 17.67%
343,481 $69.7 Million
Q4 2022

Feb 14, 2023

BUY
$209.09 - $249.98 $1.01 Million - $1.21 Million
4,840 Added 1.17%
417,175 $90.4 Million
Q3 2022

Nov 14, 2022

BUY
$209.97 - $260.0 $86.6 Million - $107 Million
412,335 New
412,335 $87.5 Million
Q2 2022

Aug 15, 2022

SELL
$223.6 - $291.12 $195,426 - $254,438
-874 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$255.56 - $336.03 $32 Million - $42 Million
-125,061 Reduced 99.31%
874 $239,000
Q4 2021

Feb 14, 2022

SELL
$255.01 - $346.61 $23.7 Million - $32.3 Million
-93,117 Reduced 42.51%
125,935 $43.1 Million
Q3 2021

Nov 15, 2021

BUY
$244.27 - $281.46 $6.97 Million - $8.03 Million
28,535 Added 14.98%
219,052 $56.7 Million
Q2 2021

Aug 16, 2021

BUY
$231.0 - $265.21 $15.1 Million - $17.3 Million
65,177 Added 52.0%
190,517 $49 Million
Q1 2021

May 17, 2021

SELL
$216.45 - $252.61 $17.2 Million - $20.1 Million
-79,605 Reduced 38.84%
125,340 $28.2 Million
Q4 2020

Feb 16, 2021

SELL
$163.19 - $231.57 $602,334 - $854,724
-3,691 Reduced 1.77%
204,945 $47.5 Million
Q3 2020

Nov 16, 2020

BUY
$146.02 - $169.56 $19.1 Million - $22.2 Million
131,073 Added 168.99%
208,636 $33.5 Million
Q2 2020

Aug 14, 2020

SELL
$110.6 - $155.96 $1.67 Million - $2.35 Million
-15,092 Reduced 16.29%
77,563 $10.9 Million
Q1 2020

May 14, 2020

BUY
$107.02 - $165.72 $276,539 - $428,220
2,584 Added 2.87%
92,655 $10.8 Million
Q4 2019

Feb 14, 2020

BUY
$143.18 - $162.37 $10.6 Million - $12 Million
74,058 Added 462.49%
90,071 $13.6 Million
Q3 2019

Nov 14, 2019

SELL
$144.99 - $161.58 $3 Million - $3.34 Million
-20,664 Reduced 56.34%
16,013 $2.34 Million
Q2 2019

Aug 15, 2019

BUY
$127.44 - $148.32 $2.53 Million - $2.94 Million
19,829 Added 117.69%
36,677 $5.31 Million
Q2 2019

Aug 14, 2019

SELL
$127.44 - $148.32 $11.1 Million - $12.9 Million
-86,989 Reduced 83.77%
16,848 $204,000
Q1 2019

May 14, 2019

BUY
$107.77 - $127.22 $262,851 - $310,289
2,439 Added 2.41%
103,837 $13.1 Million
Q4 2018

Feb 14, 2019

BUY
$105.5 - $130.7 $5.91 Million - $7.33 Million
56,052 Added 123.61%
101,398 $11.1 Million
Q3 2018

Nov 14, 2018

SELL
$125.9 - $142.32 $3.71 Million - $4.19 Million
-29,471 Reduced 39.39%
45,346 $5.71 Million
Q2 2018

Aug 14, 2018

SELL
$94.75 - $134.08 $5.21 Million - $7.38 Million
-55,012 Reduced 42.37%
74,817 $9.6 Million
Q1 2018

May 15, 2018

SELL
$90.49 - $101.12 $3.4 Million - $3.8 Million
-37,624 Reduced 22.47%
129,829 $12.4 Million
Q4 2017

Feb 14, 2018

BUY
$82.75 - $97.54 $6.3 Million - $7.42 Million
76,091 Added 83.29%
167,453 $16.2 Million
Q3 2017

Nov 14, 2017

BUY
$79.78 - $85.07 $7.29 Million - $7.77 Million
91,362
91,362 $7.77 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 $14.7B
  • 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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