A detailed history of Mariner, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Mariner, LLC holds 1,540 shares of MORN stock, worth $543,250. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,540
Previous 1,368 12.57%
Holding current value
$543,250
Previous $404,000 21.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$295.85 - $326.31 $50,886 - $56,125
172 Added 12.57%
1,540 $491,000
Q2 2024

Aug 13, 2024

BUY
$282.65 - $315.06 $23,459 - $26,149
83 Added 6.46%
1,368 $404,000
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $19,314 - $22,062
71 Added 5.85%
1,285 $396,000
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $7,922 - $10,399
36 Added 3.06%
1,214 $347,000
Q3 2023

Nov 13, 2023

BUY
$194.0 - $255.43 $18,430 - $24,265
95 Added 8.77%
1,178 $275,000
Q2 2023

Aug 11, 2023

SELL
$172.03 - $209.11 $14,450 - $17,565
-84 Reduced 7.2%
1,083 $212,000
Q1 2023

May 12, 2023

SELL
$181.22 - $256.64 $49,835 - $70,576
-275 Reduced 19.07%
1,167 $237,000
Q4 2022

Feb 14, 2023

BUY
$209.09 - $249.98 $30,736 - $36,747
147 Added 11.35%
1,442 $312,000
Q3 2022

Nov 10, 2022

BUY
$209.97 - $260.0 $271,911 - $336,700
1,295 New
1,295 $275,000

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 $15B
  • 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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