A detailed history of West Paces Advisors Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, West Paces Advisors Inc. holds 10 shares of MORN stock, worth $3,407. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10
Previous 10 -0.0%
Holding current value
$3,407
Previous $2.96 Million 7.84%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$272.04 - $310.74 $2,720 - $3,107
10 New
10 $3.08 Million
Q3 2022

Dec 18, 2023

SELL
$209.97 - $260.0 $4,829 - $5,980
-23 Closed
0 $0
Q1 2022

Dec 18, 2023

BUY
$255.56 - $336.03 $5,877 - $7,728
23 New
23 $6.28 Million
Q4 2021

Dec 19, 2023

BUY
$255.01 - $346.61 $765 - $1,039
3 Added 15.0%
23 $7.87 Million
Q2 2021

Dec 19, 2023

BUY
$231.0 - $265.21 $4,620 - $5,304
20 New
20 $5.14 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 $14.5B
  • 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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