A detailed history of Scientech Research LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Scientech Research LLC holds 868 shares of MORN stock, worth $183,972. This represents 0.07% of its overall portfolio holdings.

Number of Shares
868
Previous 1,543 43.75%
Holding current value
$183,972
Previous $484 Million 58.43%
% of portfolio
0.07%
Previous 0.12%

Shares

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

Nov 14, 2025

SELL
$231.72 - $311.89 $156,411 - $210,525
-675 Reduced 43.75%
868 $201 Million
Q2 2025

Aug 14, 2025

BUY
$255.31 - $313.93 $393,943 - $484,393
1,543 New
1,543 $484 Million
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $893,107 - $1.02 Million
3,283 New
3,283 $1.01 Billion

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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