A detailed history of Voleon Capital Management LP transactions in Morningstar, Inc. stock. As of the latest transaction made, Voleon Capital Management LP holds 18,843 shares of MORN stock, worth $3.99 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
18,843
Previous 26,933 30.04%
Holding current value
$3.99 Million
Previous $8.46 Billion 48.29%
% of portfolio
0.11%
Previous 0.46%

Shares

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

Nov 14, 2025

SELL
$231.72 - $311.89 $1.87 Million - $2.52 Million
-8,090 Reduced 30.04%
18,843 $4.37 Billion
Q2 2025

Aug 14, 2025

BUY
$255.31 - $313.93 $1.53 Million - $1.88 Million
6,003 Added 28.68%
26,933 $8.46 Billion
Q1 2025

May 15, 2025

SELL
$282.49 - $334.73 $278,252 - $329,709
-985 Reduced 4.49%
20,930 $6.28 Billion
Q4 2024

Feb 14, 2025

BUY
$312.56 - $358.78 $6.85 Million - $7.86 Million
21,915 New
21,915 $7.38 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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