Wasatch Advisors Inc Morningstar, Inc. Transaction History

Wasatch Advisors Inc

$17.6 Billion
Q1 2025

A detailed history of Wasatch Advisors Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Wasatch Advisors Inc holds 664,245 shares of MORN stock, worth $205 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

664,245

Previous 690,154 3.75%

Holding current value

$205 Million

Previous $232 Million 14.3%

% of portfolio

1.13%

Previous 1.17%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$282.49 - $334.73 $7.32 Million - $8.67 Million	-25,909 Reduced 3.75%	664,245 $199 Million
Q4 2024 Feb 13, 2025	SELL	$312.56 - $358.78 $1.83 Million - $2.11 Million	-5,869 Reduced 0.84%	690,154 $232 Million
Q3 2024 Nov 14, 2024	BUY	$295.85 - $326.31 $25.2 Million - $27.8 Million	85,098 Added 13.93%	696,023 $222 Million
Q2 2024 Aug 14, 2024	BUY	$282.65 - $315.06 $13.8 Million - $15.4 Million	48,826 Added 8.69%	610,925 $181 Million
Q1 2024 Apr 18, 2024	BUY	$272.04 - $310.74 $7.66 Million - $8.75 Million	28,164 Added 5.27%	562,099 $173 Million
Q4 2023 Feb 14, 2024	BUY	$220.07 - $288.88 $1.15 Million - $1.51 Million	5,240 Added 0.99%	533,935 $153 Million
Q3 2023 Nov 14, 2023	BUY	$194.0 - $255.43 $3.96 Million - $5.22 Million	20,434 Added 4.02%	528,695 $124 Million
Q2 2023 Aug 07, 2023	SELL	$172.03 - $209.11 $8 Million - $9.72 Million	-46,486 Reduced 8.38%	508,261 $99.7 Million
Q1 2023 May 12, 2023	SELL	$181.22 - $256.64 $15.3 Million - $21.6 Million	-84,162 Reduced 13.17%	554,747 $113 Million
Q4 2022 Feb 14, 2023	SELL	$209.09 - $249.98 $1.76 Million - $2.11 Million	-8,428 Reduced 1.3%	638,909 $138 Million
Q3 2022 Nov 14, 2022	SELL	$209.97 - $260.0 $10.6 Million - $13.2 Million	-50,578 Reduced 7.25%	647,337 $137 Million
Q2 2022 Aug 12, 2022	SELL	$223.6 - $291.12 $18.2 Million - $23.7 Million	-81,522 Reduced 10.46%	697,915 $169 Million
Q1 2022 May 13, 2022	SELL	$255.56 - $336.03 $6.71 Million - $8.83 Million	-26,266 Reduced 3.26%	779,437 $213 Million
Q4 2021 Feb 15, 2022	SELL	$255.01 - $346.61 $2.26 Million - $3.07 Million	-8,870 Reduced 1.09%	805,703 $276 Million
Q3 2021 Nov 12, 2021	BUY	$244.27 - $281.46 $114,074 - $131,441	467 Added 0.06%	814,573 $211 Million
Q2 2021 Aug 12, 2021	SELL	$231.0 - $265.21 $5.31 Million - $6.1 Million	-22,999 Reduced 2.75%	814,106 $209 Million
Q1 2021 May 10, 2021	SELL	$216.45 - $252.61 $998,267 - $1.17 Million	-4,612 Reduced 0.55%	837,105 $188 Million
Q4 2020 Feb 12, 2021	BUY	$163.19 - $231.57 $3.06 Million - $4.34 Million	18,726 Added 2.28%	841,717 $195 Million
Q3 2020 Nov 10, 2020	BUY	$146.02 - $169.56 $25.7 Million - $29.9 Million	176,136 Added 27.23%	822,991 $132 Million
Q2 2020 Aug 12, 2020	BUY	$110.6 - $155.96 $71.5 Million - $101 Million	646,855 New	646,855 $91.2 Million

Others Institutions Holding MORN

# of Institutions

496

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 $13.1B
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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Wasatch Advisors Inc Morningstar, Inc. Transaction History