Kayne Anderson Rudnick Investment Management LLC Morningstar, Inc. Transaction History

Kayne Anderson Rudnick Investment Management LLC

$39.1 Billion
Q3 2025

A detailed history of Kayne Anderson Rudnick Investment Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Kayne Anderson Rudnick Investment Management LLC holds 765,463 shares of MORN stock, worth $162 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

765,463

Previous 848,569 9.79%

Holding current value

$162 Million

Previous $266 Million 33.33%

% of portfolio

0.45%

Previous 0.67%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$231.72 - $311.89 $19.3 Million - $25.9 Million	-83,106 Reduced 9.79%	765,463 $178 Million
Q2 2025 Aug 13, 2025	SELL	$255.31 - $313.93 $15.7 Million - $19.3 Million	-61,587 Reduced 6.77%	848,569 $266 Million
Q1 2025 May 14, 2025	SELL	$282.49 - $334.73 $18.4 Million - $21.8 Million	-65,037 Reduced 6.67%	910,156 $273 Million
Q4 2024 Feb 13, 2025	SELL	$312.56 - $358.78 $21.2 Million - $24.4 Million	-67,889 Reduced 6.51%	975,193 $328 Million
Q3 2024 Nov 13, 2024	SELL	$295.85 - $326.31 $25.4 Million - $28.1 Million	-86,022 Reduced 7.62%	1,043,082 $333 Million

Q2 2024 Aug 13, 2024	SELL	$282.65 - $315.06 $27.6 Million - $30.8 Million	-97,716 Reduced 7.96%	1,129,104 $334 Million
Q1 2024 May 14, 2024	SELL	$272.04 - $310.74 $5.37 Million - $6.14 Million	-19,749 Reduced 1.58%	1,226,820 $378 Million
Q4 2023 Feb 13, 2024	SELL	$220.07 - $288.88 $1.34 Million - $1.76 Million	-6,092 Reduced 0.49%	1,246,569 $357 Million
Q3 2023 Nov 13, 2023	SELL	$194.0 - $255.43 $375,972 - $495,023	-1,938 Reduced 0.15%	1,252,661 $293 Million
Q2 2023 Aug 11, 2023	BUY	$172.03 - $209.11 $65.1 Million - $79.2 Million	378,671 Added 43.23%	1,254,599 $246 Million
Q1 2023 May 16, 2023	SELL	$181.22 - $256.64 $4.29 Million - $6.07 Million	-23,656 Reduced 2.63%	875,928 $178 Million
Q4 2022 Feb 13, 2023	SELL	$209.09 - $249.98 $21.7 Million - $26 Million	-103,946 Reduced 10.36%	899,584 $195 Million
Q3 2022 Nov 16, 2022	BUY	$209.97 - $260.0 $211 Million - $261 Million	1,003,530 New	1,003,530 $213 Million
Q3 2022 Nov 14, 2022	SELL	$209.97 - $260.0 $214 Million - $265 Million	-1,020,854 Closed	0 $213 Million
Q2 2022 Aug 12, 2022	SELL	$223.6 - $291.12 $12.7 Million - $16.6 Million	-56,965 Reduced 5.29%	1,020,854 $247 Million
Q1 2022 May 16, 2022	SELL	$255.56 - $336.03 $31 Million - $40.7 Million	-121,138 Reduced 10.1%	1,077,819 $294 Million
Q4 2021 Feb 14, 2022	SELL	$255.01 - $346.61 $9.76 Million - $13.3 Million	-38,276 Reduced 3.09%	1,198,957 $410 Million
Q3 2021 Nov 12, 2021	SELL	$244.27 - $281.46 $29.2 Million - $33.7 Million	-119,743 Reduced 8.82%	1,237,233 $320 Million
Q2 2021 Aug 13, 2021	SELL	$231.0 - $265.21 $97.7 Million - $112 Million	-423,144 Reduced 23.77%	1,356,976 $349 Million
Q1 2021 May 17, 2021	SELL	$216.45 - $252.61 $2.6 Million - $3.03 Million	-12,000 Reduced 0.67%	1,780,120 $401 Million
Q4 2020 Feb 12, 2021	SELL	$163.19 - $231.57 $3.24 Million - $4.6 Million	-19,847 Reduced 1.1%	1,792,120 $415 Million
Q3 2020 Nov 16, 2020	BUY	$146.02 - $169.56 $652,709 - $757,933	4,470 Added 0.25%	1,811,967 $291 Million
Q2 2020 Aug 14, 2020	BUY	$110.6 - $155.96 $2.82 Million - $3.98 Million	25,528 Added 1.43%	1,807,497 $255 Million
Q1 2020 May 15, 2020	BUY	$107.02 - $165.72 $2.29 Million - $3.54 Million	21,356 Added 1.21%	1,781,969 $207 Million
Q4 2019 Feb 13, 2020	BUY	$143.18 - $162.37 $2.21 Million - $2.51 Million	15,440 Added 0.88%	1,760,613 $266 Million
Q3 2019 Nov 14, 2019	BUY	$144.99 - $161.58 $847,321 - $944,273	5,844 Added 0.34%	1,745,173 $255 Million
Q2 2019 Aug 14, 2019	SELL	$127.44 - $148.32 $839,319 - $976,835	-6,586 Reduced 0.38%	1,739,329 $252 Million
Q1 2019 Jun 12, 2019	BUY	$107.77 - $127.22 $11.1 Million - $13.1 Million	103,043 Added 6.27%	1,745,915 $220 Million
Q1 2019 May 10, 2019	SELL	$107.77 - $127.22 $11.8 Million - $13.9 Million	-109,648 Reduced 6.26%	1,642,872 $207 Million
Q4 2018 Feb 06, 2019	BUY	$105.5 - $130.7 $31,017 - $38,425	294 Added 0.02%	1,752,520 $192 Million
Q3 2018 Nov 13, 2018	BUY	$125.9 - $142.32 $57.2 Million - $64.6 Million	454,178 Added 34.99%	1,752,226 $221 Million
Q2 2018 Aug 13, 2018	BUY	$94.75 - $134.08 $31.6 Million - $44.7 Million	333,474 Added 34.57%	1,298,048 $166 Million
Q1 2018 May 09, 2018	BUY	$90.49 - $101.12 $7.54 Million - $8.43 Million	83,358 Added 9.46%	964,574 $92.1 Million
Q4 2017 Feb 12, 2018	BUY	$82.75 - $97.54 $13.9 Million - $16.4 Million	168,283 Added 23.6%	881,216 $85.5 Million
Q3 2017 Nov 07, 2017	BUY	$79.78 - $85.07 $56.9 Million - $60.6 Million	712,933	712,933 $60.6 Million

Others Institutions Holding MORN

# of Institutions

495

Shares Held

26M

Call Options Held

61K

Put Options Held

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 $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...

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Kayne Anderson Rudnick Investment Management LLC Morningstar, Inc. Transaction History