A detailed history of Ballentine Partners, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Ballentine Partners, LLC holds 1,235 shares of MORN stock, worth $420,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,235
Previous 1,206 2.4%
Holding current value
$420,850
Previous $356,000 10.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

BUY
$295.85 - $326.31 $8,579 - $9,462
29 Added 2.4%
1,235 $394,000
Q2 2024

Aug 06, 2024

SELL
$282.65 - $315.06 $2,543 - $2,835
-9 Reduced 0.74%
1,206 $356,000
Q1 2024

Apr 11, 2024

BUY
$272.04 - $310.74 $3,264 - $3,728
12 Added 1.0%
1,215 $374,000
Q4 2023

Jan 23, 2024

BUY
$220.07 - $288.88 $264,744 - $347,522
1,203 New
1,203 $344,000

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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