A detailed history of B. Metzler Seel. Sohn & Co. Ag transactions in Morningstar, Inc. stock. As of the latest transaction made, B. Metzler Seel. Sohn & Co. Ag holds 9,968 shares of MORN stock, worth $3.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,968
Previous 8,783 13.49%
Holding current value
$3.38 Million
Previous $2.6 Million 22.4%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 08, 2024

BUY
$295.85 - $326.31 $350,582 - $386,677
1,185 Added 13.49%
9,968 $3.18 Million
Q2 2024

Aug 13, 2024

BUY
$282.65 - $315.06 $50,594 - $56,395
179 Added 2.08%
8,783 $2.6 Million
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $25,027 - $28,588
92 Added 1.08%
8,604 $2.65 Million
Q4 2023

Feb 13, 2024

BUY
$220.07 - $288.88 $99,031 - $129,996
450 Added 5.58%
8,512 $2.44 Million
Q3 2023

Nov 13, 2023

SELL
$194.0 - $255.43 $1.44 Million - $1.89 Million
-7,402 Reduced 47.87%
8,062 $1.89 Million
Q2 2023

Aug 11, 2023

BUY
$172.03 - $209.11 $1.25 Million - $1.52 Million
7,268 Added 88.68%
15,464 $3.03 Million
Q1 2023

May 10, 2023

SELL
$181.22 - $256.64 $259,325 - $367,251
-1,431 Reduced 14.86%
8,196 $1.66 Million
Q4 2022

Feb 13, 2023

BUY
$209.09 - $249.98 $557,433 - $666,446
2,666 Added 38.3%
9,627 $2.09 Million
Q3 2022

Nov 14, 2022

SELL
$209.97 - $260.0 $74,119 - $91,780
-353 Reduced 4.83%
6,961 $1.48 Million
Q2 2022

Aug 12, 2022

SELL
$223.6 - $291.12 $294,928 - $383,987
-1,319 Reduced 15.28%
7,314 $1.77 Million
Q1 2022

May 10, 2022

BUY
$255.56 - $336.03 $2,300 - $3,024
9 Added 0.1%
8,633 $2.36 Million
Q4 2021

Feb 11, 2022

BUY
$255.01 - $346.61 $2.2 Million - $2.99 Million
8,624 New
8,624 $2.95 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 $14.4B
  • 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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