A detailed history of Advisory Services Network, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Advisory Services Network, LLC holds 3,265 shares of MORN stock, worth $1.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,265
Previous 3,265 -0.0%
Holding current value
$1.1 Million
Previous $965,000 7.88%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2024

BUY
$282.65 - $315.06 $4,805 - $5,356
17 Added 0.52%
3,265 $965,000
Q1 2024

May 06, 2024

SELL
$272.04 - $310.74 $53,047 - $60,594
-195 Reduced 5.66%
3,248 $1 Million
Q4 2023

Feb 09, 2024

SELL
$220.07 - $288.88 $43,133 - $56,620
-196 Reduced 5.39%
3,443 $985,000
Q3 2023

Nov 14, 2023

SELL
$194.0 - $255.43 $22,698 - $29,885
-117 Reduced 3.12%
3,639 $852,000
Q2 2023

Aug 09, 2023

BUY
$172.03 - $209.11 $17,547 - $21,329
102 Added 2.79%
3,756 $736,000
Q1 2023

May 17, 2023

BUY
$181.22 - $256.64 $10,510 - $14,885
58 Added 1.61%
3,654 $741,000
Q4 2022

Feb 13, 2023

BUY
$209.09 - $249.98 $4,809 - $5,749
23 Added 0.64%
3,596 $778,000
Q3 2022

Nov 14, 2022

SELL
$209.97 - $260.0 $351,489 - $435,240
-1,674 Reduced 31.9%
3,573 $758,000
Q2 2022

Aug 02, 2022

SELL
$223.6 - $291.12 $3,801 - $4,949
-17 Reduced 0.32%
5,247 $1.27 Million
Q1 2022

May 23, 2022

BUY
$255.56 - $336.03 $676,211 - $889,135
2,646 Added 101.07%
5,264 $1.44 Million
Q4 2021

Feb 14, 2022

SELL
$255.01 - $346.61 $16,320 - $22,183
-64 Reduced 2.39%
2,618 $895,000
Q3 2021

Nov 05, 2021

SELL
$244.27 - $281.46 $185,156 - $213,346
-758 Reduced 22.03%
2,682 $695,000
Q2 2021

Aug 12, 2021

SELL
$231.0 - $265.21 $1,386 - $1,591
-6 Reduced 0.17%
3,440 $884,000
Q1 2021

May 24, 2021

SELL
$216.45 - $252.61 $6,493 - $7,578
-30 Reduced 0.86%
3,446 $776,000
Q4 2020

Feb 09, 2021

SELL
$163.19 - $231.57 $12,076 - $17,136
-74 Reduced 2.08%
3,476 $804,000
Q3 2020

Nov 16, 2020

BUY
$146.02 - $169.56 $19,128 - $22,212
131 Added 3.83%
3,550 $571,000
Q2 2020

Aug 10, 2020

SELL
$110.6 - $155.96 $8,737 - $12,320
-79 Reduced 2.26%
3,419 $482,000
Q1 2020

May 15, 2020

BUY
$107.02 - $165.72 $12,842 - $19,886
120 Added 3.55%
3,498 $407,000
Q4 2019

Feb 04, 2020

SELL
$143.18 - $162.37 $4,152 - $4,708
-29 Reduced 0.85%
3,378 $511,000
Q2 2019

Aug 01, 2019

BUY
$127.44 - $148.32 $52,760 - $61,404
414 Added 13.83%
3,407 $0
Q1 2019

May 20, 2019

BUY
$107.77 - $127.22 $24,463 - $28,878
227 Added 8.21%
2,993 $378,000
Q4 2018

Feb 15, 2019

BUY
$105.5 - $130.7 $55,809 - $69,140
529 Added 23.65%
2,766 $304,000
Q3 2018

Nov 02, 2018

SELL
$125.9 - $142.32 $52,374 - $59,205
-416 Reduced 15.68%
2,237 $282,000
Q2 2018

Jul 27, 2018

SELL
$94.75 - $134.08 $92,286 - $130,593
-974 Reduced 26.85%
2,653 $358,000
Q1 2018

Apr 23, 2018

BUY
$90.49 - $101.12 $74,020 - $82,716
818 Added 29.12%
3,627 $0
Q4 2017

Feb 08, 2018

BUY
$82.75 - $97.54 $225,907 - $266,284
2,730 Added 3455.7%
2,809 $272,000
Q2 2017

Aug 17, 2017

BUY
N/A
79
79 $6,000

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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