A detailed history of Wellington Management Group LLP transactions in Morningstar, Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 950,512 shares of MORN stock, worth $329 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
950,512
Previous 945,354 0.55%
Holding current value
$329 Million
Previous $280 Million 8.45%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

BUY
$295.85 - $326.31 $1.53 Million - $1.68 Million
5,158 Added 0.55%
950,512 $303 Million
Q2 2024

Aug 13, 2024

BUY
$282.65 - $315.06 $43.9 Million - $48.9 Million
155,313 Added 19.66%
945,354 $280 Million
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $215 Million - $245 Million
790,041 New
790,041 $244 Million
Q4 2023

Feb 12, 2024

BUY
$220.07 - $288.88 $112 Million - $147 Million
509,486 New
509,486 $146 Million
Q3 2023

Nov 14, 2023

BUY
$194.0 - $255.43 $67.7 Million - $89.2 Million
349,205 New
349,205 $81.8 Million
Q2 2022

Aug 15, 2022

SELL
$223.6 - $291.12 $467,324 - $608,440
-2,090 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$255.56 - $336.03 $534,120 - $702,302
2,090 New
2,090 $571,000
Q3 2021

Nov 15, 2021

SELL
$244.27 - $281.46 $447,258 - $515,353
-1,831 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$231.0 - $265.21 $422,961 - $485,599
1,831 New
1,831 $471,000

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 $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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