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 98,766 shares of MORN stock, worth $34.2 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares
98,766
Previous 98,766 -0.0%
Holding current value
$34.2 Million
Previous $29.2 Million 7.87%
% of portfolio
5.29%
Previous 5.56%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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...
More about MORN
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