Praesidium Investment Management Company, LLC Morningstar, Inc. Transaction History

Praesidium Investment Management Company, LLC

$535 Million
Q1 2025

A detailed history of Praesidium Investment Management Company, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Praesidium Investment Management Company, LLC holds 101,472 shares of MORN stock, worth $31.5 Million. This represents 5.69% of its overall portfolio holdings.

Number of Shares

101,472

Previous 90,058 12.67%

Holding current value

$31.5 Million

Previous $30.3 Million 0.33%

% of portfolio

5.69%

Previous 5.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$282.49 - $334.73 $3.22 Million - $3.82 Million	11,414 Added 12.67%	101,472 $30.4 Million
Q4 2024 Feb 14, 2025	SELL	$312.56 - $358.78 $2.72 Million - $3.12 Million	-8,708 Reduced 8.82%	90,058 $30.3 Million
Q2 2024 Aug 14, 2024	SELL	$282.65 - $315.06 $11.7 Million - $13.1 Million	-41,426 Reduced 29.55%	98,766 $29.2 Million
Q1 2024 May 15, 2024	SELL	$272.04 - $310.74 $10.1 Million - $11.5 Million	-37,003 Reduced 20.88%	140,192 $43.2 Million
Q4 2023 Feb 14, 2024	SELL	$220.07 - $288.88 $5.18 Million - $6.8 Million	-23,555 Reduced 11.73%	177,195 $50.7 Million
Q3 2023 Nov 14, 2023	SELL	$194.0 - $255.43 $14.2 Million - $18.7 Million	-73,320 Reduced 26.75%	200,750 $47 Million
Q2 2023 Aug 14, 2023	SELL	$172.03 - $209.11 $4.78 Million - $5.81 Million	-27,770 Reduced 9.2%	274,070 $53.7 Million
Q1 2023 May 15, 2023	BUY	$181.22 - $256.64 $573,380 - $812,008	3,164 Added 1.06%	301,840 $61.3 Million
Q4 2022 Feb 14, 2023	SELL	$209.09 - $249.98 $5.98 Million - $7.15 Million	-28,608 Reduced 8.74%	298,676 $64.7 Million
Q3 2022 Nov 14, 2022	BUY	$209.97 - $260.0 $6.16 Million - $7.63 Million	29,332 Added 9.84%	327,284 $69.5 Million
Q2 2022 Aug 15, 2022	BUY	$223.6 - $291.12 $16.2 Million - $21.1 Million	72,513 Added 32.17%	297,952 $72.1 Million
Q1 2022 May 16, 2022	SELL	$255.56 - $336.03 $274,215 - $360,560	-1,073 Reduced 0.47%	225,439 $61.6 Million
Q4 2021 Feb 15, 2022	SELL	$255.01 - $346.61 $4.43 Million - $6.02 Million	-17,355 Reduced 7.12%	226,512 $77.5 Million
Q3 2021 Nov 15, 2021	BUY	$244.27 - $281.46 $2.16 Million - $2.49 Million	8,855 Added 3.77%	243,867 $63.2 Million
Q2 2021 Aug 16, 2021	BUY	$231.0 - $265.21 $54.3 Million - $62.3 Million	235,012 New	235,012 $60.4 Million

Others Institutions Holding MORN

# of Institutions

495

Shares Held

25.7M

Call Options Held

12.4K

Put Options Held

3.7K

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $13.2B
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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Praesidium Investment Management Company, LLC Morningstar, Inc. Transaction History