A detailed history of Y Intercept (Hong Kong) LTD transactions in Morningstar, Inc. stock. As of the latest transaction made, Y Intercept (Hong Kong) LTD holds 12,137 shares of MORN stock, worth $2.6 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,137
Previous 10,054 20.72%
Holding current value
$2.6 Million
Previous $3.16 Million 10.8%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 31, 2025

BUY
$231.72 - $311.89 $482,672 - $649,666
2,083 Added 20.72%
12,137 $2.82 Million
Q2 2025

Aug 01, 2025

BUY
$255.31 - $313.93 $2.12 Million - $2.61 Million
8,306 Added 475.17%
10,054 $3.16 Million
Q1 2025

May 05, 2025

BUY
$282.49 - $334.73 $493,792 - $585,108
1,748 New
1,748 $524,000
Q1 2024

May 10, 2024

BUY
$272.04 - $310.74 $499,465 - $570,518
1,836 New
1,836 $566,000
Q4 2022

Feb 14, 2023

SELL
$209.09 - $249.98 $403,334 - $482,211
-1,929 Closed
0 $0
Q3 2022

Feb 14, 2023

BUY
$209.97 - $260.0 $405,032 - $501,540
1,929 New
1,929 $409,000
Q4 2021

Feb 14, 2022

SELL
$255.01 - $346.61 $246,594 - $335,171
-967 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$244.27 - $281.46 $236,209 - $272,171
967 New
967 $250,000
Q2 2021

Aug 12, 2021

SELL
$231.0 - $265.21 $234,465 - $269,188
-1,015 Closed
0 $0
Q1 2021

May 12, 2021

BUY
$216.45 - $252.61 $219,696 - $256,399
1,015 New
1,015 $231,000

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 $9.1B
  • 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...
More about MORN
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