A detailed history of Machina Capital S.A.S. transactions in Morningstar, Inc. stock. As of the latest transaction made, Machina Capital S.A.S. holds 3,056 shares of MORN stock, worth $647,719. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,056
Holding current value
$647,719
% of portfolio
0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$231.72 - $311.89 $708,136 - $953,135
3,056 New
3,056 $709,000
Q1 2025

May 06, 2025

BUY
$282.49 - $334.73 $136,725 - $162,009
484 Added 59.24%
1,301 $390,000
Q4 2024

Feb 06, 2025

SELL
$312.56 - $358.78 $70,326 - $80,725
-225 Reduced 21.59%
817 $275,000
Q3 2024

Nov 07, 2024

BUY
$295.85 - $326.31 $308,275 - $340,015
1,042 New
1,042 $332,000
Q3 2019

Nov 12, 2019

SELL
$144.99 - $161.58 $189,936 - $211,669
-1,310 Closed
0 $0
Q2 2019

Jul 19, 2019

BUY
$127.44 - $148.32 $166,946 - $194,299
1,310 New
1,310 $189,000

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 $9B
  • 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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