A detailed history of Vident Advisory, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Vident Advisory, LLC holds 13,802 shares of MORN stock, worth $2.93 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,802
Previous 11,184 23.41%
Holding current value
$2.93 Million
Previous $3.51 Billion 8.8%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2025

BUY
$231.72 - $311.89 $606,642 - $816,528
2,618 Added 23.41%
13,802 $3.2 Billion
Q2 2025

Aug 14, 2025

BUY
$255.31 - $313.93 $389,092 - $478,429
1,524 Added 15.78%
11,184 $3.51 Billion
Q1 2025

May 15, 2025

BUY
$282.49 - $334.73 $2.73 Million - $3.23 Million
9,660 New
9,660 $2.9 Billion
Q2 2024

Aug 14, 2024

BUY
$282.65 - $315.06 $235,730 - $262,760
834 New
834 $247 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 $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
Track This Portfolio

Track Vident Advisory, LLC Portfolio

Follow Vident Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vident Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vident Advisory, LLC with notifications on news.