A detailed history of Andina Capital Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Andina Capital Management, LLC holds 1,600 shares of MORN stock, worth $339,120. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,600
Previous 1,393 14.86%
Holding current value
$339,120
Previous $437 Million 15.11%
% of portfolio
0.21%
Previous 0.31%

Shares

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

Oct 30, 2025

BUY
$231.72 - $311.89 $47,966 - $64,561
207 Added 14.86%
1,600 $371 Million
Q2 2025

Jul 21, 2025

BUY
$255.31 - $313.93 $25,020 - $30,765
98 Added 7.57%
1,393 $437 Million
Q1 2025

May 13, 2025

BUY
$282.49 - $334.73 $365,824 - $433,475
1,295 New
1,295 $388 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
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