A detailed history of Algert Global LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Algert Global LLC holds 25,509 shares of MORN stock, worth $8.65 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
25,509
Previous 20,289 25.73%
Holding current value
$8.65 Million
Previous $6 Million 35.6%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Nov 12, 2024

BUY
$295.85 - $326.31 $1.54 Million - $1.7 Million
5,220 Added 25.73%
25,509 $8.14 Million
Q2 2024

Aug 14, 2024

BUY
$282.65 - $315.06 $819,119 - $913,043
2,898 Added 16.66%
20,289 $6 Million
Q1 2024

May 14, 2024

BUY
$272.04 - $310.74 $264,422 - $302,039
972 Added 5.92%
17,391 $5.36 Million
Q4 2023

Feb 14, 2024

SELL
$220.07 - $288.88 $1.59 Million - $2.09 Million
-7,238 Reduced 30.6%
16,419 $4.7 Million
Q3 2023

Nov 13, 2023

SELL
$194.0 - $255.43 $2.32 Million - $3.06 Million
-11,974 Reduced 33.61%
23,657 $5.54 Million
Q2 2023

Aug 14, 2023

BUY
$172.03 - $209.11 $977,130 - $1.19 Million
5,680 Added 18.96%
35,631 $6.99 Million
Q1 2023

May 12, 2023

BUY
$181.22 - $256.64 $2.59 Million - $3.67 Million
14,285 Added 91.18%
29,951 $6.08 Million
Q4 2022

Feb 13, 2023

BUY
$209.09 - $249.98 $418,180 - $499,960
2,000 Added 14.63%
15,666 $3.39 Million
Q3 2022

Nov 15, 2022

BUY
$209.97 - $260.0 $1.94 Million - $2.4 Million
9,245 Added 209.12%
13,666 $2.9 Million
Q2 2022

Aug 15, 2022

SELL
$223.6 - $291.12 $1.18 Million - $1.54 Million
-5,290 Reduced 54.47%
4,421 $1.07 Million
Q1 2022

May 16, 2022

BUY
$255.56 - $336.03 $1.87 Million - $2.46 Million
7,324 Added 306.83%
9,711 $2.65 Million
Q3 2021

Nov 15, 2021

BUY
$244.27 - $281.46 $583,072 - $671,845
2,387 New
2,387 $618,000

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 $14.4B
  • 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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