A detailed history of Linden Thomas Advisory Services, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Linden Thomas Advisory Services, LLC holds 5,197 shares of MORN stock, worth $1.66 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,197
Previous 7,391 29.68%
Holding current value
$1.66 Million
Previous $2.28 Billion 32.54%
% of portfolio
0.24%
Previous 0.37%

Shares

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

Jul 10, 2024

SELL
$282.65 - $315.06 $620,134 - $691,241
-2,194 Reduced 29.68%
5,197 $1.54 Billion
Q1 2024

Apr 29, 2024

BUY
$272.04 - $310.74 $3,264 - $3,728
12 Added 0.16%
7,391 $2.28 Billion
Q4 2023

Feb 01, 2024

BUY
$220.07 - $288.88 $49,295 - $64,709
224 Added 3.13%
7,379 $2.11 Billion
Q3 2023

Oct 20, 2023

BUY
$194.0 - $255.43 $229,114 - $301,662
1,181 Added 19.77%
7,155 $1.68 Billion
Q2 2023

Jul 27, 2023

BUY
$172.03 - $209.11 $12,386 - $15,055
72 Added 1.22%
5,974 $1.17 Billion
Q1 2023

Apr 24, 2023

BUY
$181.22 - $256.64 $42,224 - $59,797
233 Added 4.11%
5,902 $1.2 Billion
Q4 2022

Feb 16, 2023

BUY
$209.09 - $249.98 $1.19 Million - $1.42 Million
5,669 New
5,669 $1.23 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 $13.5B
  • 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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