A detailed history of Asset Dedication, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Asset Dedication, LLC holds 13 shares of MORN stock, worth $4,430. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13
Previous 13 -0.0%
Holding current value
$4,430
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 27, 2022

BUY
$209.97 - $260.0 $2,729 - $3,380
13 New
13 $3,000
Q2 2022

Jul 19, 2022

SELL
$223.6 - $291.12 $2,906 - $3,784
-13 Closed
0 $0
Q3 2021

Oct 18, 2021

BUY
$244.27 - $281.46 $3,175 - $3,658
13 New
13 $3,000
Q1 2020

May 05, 2020

SELL
$107.02 - $165.72 $8,026 - $12,429
-75 Closed
0 $0
Q2 2018

Aug 13, 2018

BUY
$94.75 - $134.08 $7,106 - $10,056
75 New
75 $10,000

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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