Mariner, LLC Morningstar, Inc. Transaction History

Mariner, LLC

$75.9 Billion
Q3 2025

A detailed history of Mariner, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Mariner, LLC holds 6,757 shares of MORN stock, worth $1.43 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,757

Previous 4,038 67.34%

Holding current value

$1.43 Million

Previous $1.27 Million 23.68%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$231.72 - $311.89 $630,046 - $848,028	2,719 Added 67.34%	6,757 $1.57 Million
Q2 2025 Aug 14, 2025	BUY	$255.31 - $313.93 $637,764 - $784,197	2,498 Added 162.21%	4,038 $1.27 Million
Q1 2025 May 15, 2025	SELL	$282.49 - $334.73 $46,610 - $55,230	-165 Reduced 9.68%	1,540 $461,000
Q4 2024 Feb 13, 2025	BUY	$312.56 - $358.78 $51,572 - $59,198	165 Added 10.71%	1,705 $574,000
Q3 2024 Nov 13, 2024	BUY	$295.85 - $326.31 $50,886 - $56,125	172 Added 12.57%	1,540 $491,000

Q2 2024 Aug 13, 2024	BUY	$282.65 - $315.06 $23,459 - $26,149	83 Added 6.46%	1,368 $404,000
Q1 2024 May 15, 2024	BUY	$272.04 - $310.74 $19,314 - $22,062	71 Added 5.85%	1,285 $396,000
Q4 2023 Feb 14, 2024	BUY	$220.07 - $288.88 $7,922 - $10,399	36 Added 3.06%	1,214 $347,000
Q3 2023 Nov 13, 2023	BUY	$194.0 - $255.43 $18,430 - $24,265	95 Added 8.77%	1,178 $275,000
Q2 2023 Aug 11, 2023	SELL	$172.03 - $209.11 $14,450 - $17,565	-84 Reduced 7.2%	1,083 $212,000
Q1 2023 May 12, 2023	SELL	$181.22 - $256.64 $49,835 - $70,576	-275 Reduced 19.07%	1,167 $237,000
Q4 2022 Feb 14, 2023	BUY	$209.09 - $249.98 $30,736 - $36,747	147 Added 11.35%	1,442 $312,000
Q3 2022 Nov 10, 2022	BUY	$209.97 - $260.0 $271,911 - $336,700	1,295 New	1,295 $275,000

Others Institutions Holding MORN

# of Institutions

501

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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