A detailed history of American Portfolios Advisors transactions in Morningstar, Inc. stock. As of the latest transaction made, American Portfolios Advisors holds 59 shares of MORN stock, worth $20,105. This represents 0.0% of its overall portfolio holdings.

Number of Shares
59
Holding current value
$20,105
% of portfolio
0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Mar 17, 2023

BUY
$209.97 - $260.0 $12,388 - $15,340
59 New
59 $12.5 Million
Q2 2022

Mar 20, 2023

SELL
$223.6 - $291.12 $9,838 - $12,809
-44 Reduced 74.58%
15 $3.63 Million
Q1 2022

Mar 21, 2023

SELL
$255.56 - $336.03 $11,244 - $14,785
-44 Reduced 74.58%
15 $4.1 Million
Q4 2021

Mar 21, 2023

SELL
$255.01 - $346.61 $10,200 - $13,864
-40 Reduced 67.8%
19 $6.5 Million
Q3 2021

Mar 22, 2023

SELL
$244.27 - $281.46 $9,770 - $11,258
-40 Reduced 67.8%
19 $4.92 Million
Q2 2021

Mar 22, 2023

SELL
$231.0 - $265.21 $10,164 - $11,669
-44 Reduced 74.58%
15 $3.86 Million
Q1 2021

Mar 22, 2023

SELL
$216.45 - $252.61 $9,523 - $11,114
-44 Reduced 74.58%
15 $3.38 Million
Q4 2020

Mar 22, 2023

SELL
$163.19 - $231.57 $7,180 - $10,189
-44 Reduced 74.58%
15 $3.47 Million
Q3 2020

Mar 22, 2023

BUY
$146.02 - $169.56 $437,475 - $508,001
2,996 Added 5077.97%
3,055 $491 Million
Q2 2020

Mar 24, 2023

SELL
$110.6 - $155.96 $4,092 - $5,770
-37 Reduced 62.71%
22 $3.1 Million
Q3 2019

Mar 24, 2023

BUY
$144.99 - $161.58 $36,682 - $40,879
253 Added 428.81%
312 $45.6 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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