A detailed history of Allworth Financial LP transactions in Morningstar, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 106 shares of MORN stock, worth $36,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares
106
Previous 117 9.4%
Holding current value
$36,121
Previous $34,000 2.94%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$295.85 - $326.31 $3,254 - $3,589
-11 Reduced 9.4%
106 $33,000
Q2 2024

Jul 23, 2024

BUY
$282.65 - $315.06 $6,783 - $7,561
24 Added 25.81%
117 $34,000
Q1 2024

Apr 25, 2024

BUY
$272.04 - $310.74 $2,448 - $2,796
9 Added 10.71%
93 $28,000
Q4 2023

Jan 24, 2024

BUY
$220.07 - $288.88 $2,420 - $3,177
11 Added 15.07%
84 $24,000
Q3 2023

Oct 31, 2023

SELL
$194.0 - $255.43 $12,028 - $15,836
-62 Reduced 45.93%
73 $17,000
Q2 2023

Jul 18, 2023

BUY
$172.03 - $209.11 $11,009 - $13,383
64 Added 90.14%
135 $26,000
Q1 2023

Apr 18, 2023

SELL
$181.22 - $256.64 $14,316 - $20,274
-79 Reduced 52.67%
71 $14,000
Q4 2022

Jan 13, 2023

BUY
$209.09 - $249.98 $12,963 - $15,498
62 Added 70.45%
150 $0
Q3 2022

Oct 18, 2022

SELL
$209.97 - $260.0 $4,409 - $5,460
-21 Reduced 19.27%
88 $19,000
Q2 2022

Jul 13, 2022

BUY
$223.6 - $291.12 $9,167 - $11,935
41 Added 60.29%
109 $26,000
Q4 2021

Jan 21, 2022

SELL
$255.01 - $346.61 $8,415 - $11,438
-33 Reduced 32.67%
68 $23,000
Q3 2021

Nov 02, 2021

BUY
$244.27 - $281.46 $8,060 - $9,288
33 Added 48.53%
101 $26,000
Q1 2020

Apr 17, 2020

BUY
$107.02 - $165.72 $7,277 - $11,268
68 New
68 $8,000

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 $14.5B
  • 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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