A detailed history of Kornitzer Capital Management Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Kornitzer Capital Management Inc holds 26,324 shares of MORN stock, worth $8.97 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
26,324
Previous 26,284 0.15%
Holding current value
$8.97 Million
Previous $7.78 Million 8.02%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 31, 2024

BUY
$295.85 - $326.31 $11,834 - $13,052
40 Added 0.15%
26,324 $8.4 Million
Q2 2024

Aug 02, 2024

SELL
$282.65 - $315.06 $140,477 - $156,584
-497 Reduced 1.86%
26,284 $7.78 Million
Q1 2024

May 01, 2024

SELL
$272.04 - $310.74 $283,193 - $323,480
-1,041 Reduced 3.74%
26,781 $8.26 Million
Q4 2023

Jan 31, 2024

SELL
$220.07 - $288.88 $24,207 - $31,776
-110 Reduced 0.39%
27,822 $7.96 Million
Q3 2023

Oct 31, 2023

SELL
$194.0 - $255.43 $913,740 - $1.2 Million
-4,710 Reduced 14.43%
27,932 $6.54 Million
Q2 2023

Aug 01, 2023

SELL
$172.03 - $209.11 $301,052 - $365,942
-1,750 Reduced 5.09%
32,642 $6.4 Million
Q1 2023

May 09, 2023

SELL
$181.22 - $256.64 $290,133 - $410,880
-1,601 Reduced 4.45%
34,392 $6.98 Million
Q4 2022

Feb 02, 2023

SELL
$209.09 - $249.98 $109,772 - $131,239
-525 Reduced 1.44%
35,993 $7.8 Million
Q3 2022

Nov 03, 2022

SELL
$209.97 - $260.0 $403,142 - $499,200
-1,920 Reduced 5.0%
36,518 $7.75 Million
Q2 2022

Aug 03, 2022

SELL
$223.6 - $291.12 $509,808 - $663,753
-2,280 Reduced 5.6%
38,438 $9.3 Million
Q1 2022

Apr 27, 2022

SELL
$255.56 - $336.03 $507,797 - $667,691
-1,987 Reduced 4.65%
40,718 $11.1 Million
Q4 2021

Feb 01, 2022

SELL
$255.01 - $346.61 $372,314 - $506,050
-1,460 Reduced 3.31%
42,705 $14.6 Million
Q3 2021

Nov 03, 2021

SELL
$244.27 - $281.46 $363,962 - $419,375
-1,490 Reduced 3.26%
44,165 $11.4 Million
Q2 2021

Jul 30, 2021

SELL
$231.0 - $265.21 $33,495 - $38,455
-145 Reduced 0.32%
45,655 $11.7 Million
Q1 2021

Apr 30, 2021

SELL
$216.45 - $252.61 $208,874 - $243,768
-965 Reduced 2.06%
45,800 $10.3 Million
Q4 2020

Jan 29, 2021

SELL
$163.19 - $231.57 $28,558 - $40,524
-175 Reduced 0.37%
46,765 $10.8 Million
Q3 2020

Oct 30, 2020

BUY
$146.02 - $169.56 $5.63 Million - $6.54 Million
38,550 Added 459.48%
46,940 $7.54 Million
Q2 2020

Aug 03, 2020

SELL
$110.6 - $155.96 $92,351 - $130,226
-835 Reduced 9.05%
8,390 $1.18 Million
Q1 2020

Apr 30, 2020

SELL
$107.02 - $165.72 $10,702 - $16,572
-100 Reduced 1.07%
9,225 $1.07 Million
Q4 2019

Jan 31, 2020

BUY
$143.18 - $162.37 $10,738 - $12,177
75 Added 0.81%
9,325 $1.41 Million
Q3 2019

Nov 04, 2019

SELL
$144.99 - $161.58 $28,998 - $32,316
-200 Reduced 2.12%
9,250 $1.35 Million
Q1 2019

May 01, 2019

SELL
$107.77 - $127.22 $43,108 - $50,888
-400 Reduced 4.06%
9,450 $1.19 Million
Q4 2018

Jan 31, 2019

SELL
$105.5 - $130.7 $15,825 - $19,605
-150 Reduced 1.5%
9,850 $1.08 Million
Q3 2018

Nov 13, 2018

SELL
$125.9 - $142.32 $18,885 - $21,348
-150 Reduced 1.48%
10,000 $1.26 Million
Q2 2018

Aug 02, 2018

SELL
$94.75 - $134.08 $278,754 - $394,463
-2,942 Reduced 22.47%
10,150 $1.3 Million
Q1 2018

Apr 30, 2018

SELL
$90.49 - $101.12 $126,686 - $141,568
-1,400 Reduced 9.66%
13,092 $1.25 Million
Q4 2017

Jan 31, 2018

SELL
$82.75 - $97.54 $49,650 - $58,524
-600 Reduced 3.98%
14,492 $1.41 Million
Q3 2017

Oct 31, 2017

BUY
$79.78 - $85.07 $1.2 Million - $1.28 Million
15,092
15,092 $1.28 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 $14.5B
  • 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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