A detailed history of Amalgamated Bank transactions in Morningstar, Inc. stock. As of the latest transaction made, Amalgamated Bank holds 13,228 shares of MORN stock, worth $4.69 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,228
Previous 13,543 2.33%
Holding current value
$4.69 Million
Previous $4.01 Million 5.34%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 30, 2024

SELL
$295.85 - $326.31 $93,192 - $102,787
-315 Reduced 2.33%
13,228 $4.22 Million
Q2 2024

Aug 12, 2024

SELL
$282.65 - $315.06 $261,451 - $291,430
-925 Reduced 6.39%
13,543 $4.01 Million
Q1 2024

Apr 23, 2024

SELL
$272.04 - $310.74 $1.1 Million - $1.26 Million
-4,042 Reduced 21.84%
14,468 $4.46 Million
Q4 2023

Feb 06, 2024

BUY
$220.07 - $288.88 $89,568 - $117,574
407 Added 2.25%
18,510 $5.3 Million
Q3 2023

Nov 08, 2023

BUY
$194.0 - $255.43 $2.43 Million - $3.2 Million
12,545 Added 225.71%
18,103 $4.24 Million
Q2 2023

Aug 11, 2023

BUY
$172.03 - $209.11 $76,381 - $92,844
444 Added 8.68%
5,558 $1.09 Million
Q1 2023

May 02, 2023

SELL
$181.22 - $256.64 $86,623 - $122,673
-478 Reduced 8.55%
5,114 $1.04 Million
Q4 2022

Feb 10, 2023

BUY
$209.09 - $249.98 $9,827 - $11,749
47 Added 0.85%
5,592 $1.21 Million
Q3 2022

Nov 09, 2022

SELL
$209.97 - $260.0 $69,080 - $85,540
-329 Reduced 5.6%
5,545 $1.18 Million
Q2 2022

Aug 15, 2022

BUY
$223.6 - $291.12 $12,521 - $16,302
56 Added 0.96%
5,874 $1.42 Million
Q1 2022

Jun 30, 2022

BUY
$255.56 - $336.03 $103,246 - $135,756
404 Added 7.46%
5,818 $1.59 Million
Q4 2021

Feb 15, 2022

BUY
$255.01 - $346.61 $182,077 - $247,479
714 Added 15.19%
5,414 $1.85 Million
Q3 2021

Oct 29, 2021

SELL
$244.27 - $281.46 $62,288 - $71,772
-255 Reduced 5.15%
4,700 $1.22 Million
Q2 2021

Aug 16, 2021

BUY
$231.0 - $265.21 $268,884 - $308,704
1,164 Added 30.7%
4,955 $1.27 Million
Q1 2021

May 13, 2021

SELL
$216.45 - $252.61 $67,965 - $79,319
-314 Reduced 7.65%
3,791 $853,000
Q4 2020

Feb 12, 2021

SELL
$163.19 - $231.57 $326 - $463
-2 Reduced 0.05%
4,105 $950,000
Q3 2020

Oct 30, 2020

SELL
$146.02 - $169.56 $13,287 - $15,429
-91 Reduced 2.17%
4,107 $660,000
Q2 2020

Aug 10, 2020

SELL
$110.6 - $155.96 $103,521 - $145,978
-936 Reduced 18.23%
4,198 $592,000
Q1 2020

May 13, 2020

SELL
$107.02 - $165.72 $11,237 - $17,400
-105 Reduced 2.0%
5,134 $597,000
Q4 2019

Feb 13, 2020

BUY
$143.18 - $162.37 $37,226 - $42,216
260 Added 5.22%
5,239 $793,000
Q3 2019

Nov 13, 2019

BUY
$144.99 - $161.58 $93,228 - $103,895
643 Added 14.83%
4,979 $728,000
Q2 2019

Aug 14, 2019

BUY
$127.44 - $148.32 $24,341 - $28,329
191 Added 4.61%
4,336 $627,000
Q1 2019

May 15, 2019

BUY
$107.77 - $127.22 $9,591 - $11,322
89 Added 2.19%
4,145 $522,000
Q4 2018

Feb 15, 2019

BUY
$105.5 - $130.7 $165,740 - $205,329
1,571 Added 63.22%
4,056 $446,000
Q3 2018

Nov 14, 2018

SELL
$125.9 - $142.32 $220,576 - $249,344
-1,752 Reduced 41.35%
2,485 $313,000
Q2 2018

Jul 18, 2018

BUY
$94.75 - $134.08 $20,181 - $28,559
213 Added 5.29%
4,237 $543,000
Q1 2018

May 22, 2018

BUY
$90.49 - $101.12 $22,260 - $24,875
246 Added 6.51%
4,024 $384,000
Q4 2017

Feb 13, 2018

BUY
$82.75 - $97.54 $17,377 - $20,483
210 Added 5.89%
3,778 $366,000
Q3 2017

Nov 09, 2017

BUY
$79.78 - $85.07 $284,655 - $303,529
3,568
3,568 $303,000

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 $15.1B
  • 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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