A detailed history of Susquehanna Fundamental Investments, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Susquehanna Fundamental Investments, LLC holds 1,573 shares of MORN stock, worth $530,997. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,573
Previous 2,122 25.87%
Holding current value
$530,997
Previous $654 Million 28.88%
% of portfolio
0.01%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$282.65 - $315.06 $155,174 - $172,967
-549 Reduced 25.87%
1,573 $465 Million
Q1 2024

May 07, 2024

BUY
$272.04 - $310.74 $577,268 - $659,390
2,122 New
2,122 $654 Million
Q3 2022

Nov 14, 2022

SELL
$209.97 - $260.0 $3.39 Million - $4.2 Million
-16,144 Reduced 71.08%
6,570 $1.4 Million
Q1 2022

May 16, 2022

BUY
$255.56 - $336.03 $5.8 Million - $7.63 Million
22,714 New
22,714 $6.21 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 $14.3B
  • 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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