A detailed history of Invesco, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Invesco, LLC holds 1,000 shares of MORN stock, worth $346,210. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,025 2.44%
Holding current value
$346,210
Previous $303 Million 5.23%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$295.85 - $326.31 $7,396 - $8,157
-25 Reduced 2.44%
1,000 $319 Million
Q2 2024

Aug 07, 2024

SELL
$282.65 - $315.06 $3,674 - $4,095
-13 Reduced 1.25%
1,025 $303 Million
Q1 2024

May 13, 2024

BUY
$272.04 - $310.74 $7,889 - $9,011
29 Added 2.87%
1,038 $320 Million
Q4 2023

Jan 30, 2024

SELL
$220.07 - $288.88 $41,373 - $54,309
-188 Reduced 15.71%
1,009 $289 Million
Q3 2023

Oct 25, 2023

BUY
$194.0 - $255.43 $19,400 - $25,543
100 Added 9.12%
1,197 $280 Million
Q2 2023

Aug 15, 2023

BUY
$172.03 - $209.11 $188,716 - $229,393
1,097 New
1,097 $215 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 $14.7B
  • 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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