A detailed history of Bank Of America Corp transactions in Morningstar, Inc. stock. As of the latest transaction made, Bank Of America Corp holds 1,699,151 shares of MORN stock, worth $519 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,699,151
Previous 1,292,308 31.48%
Holding current value
$519 Million
Previous $370 Million 41.65%
% of portfolio
0.05%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $111 Million - $126 Million
406,843 Added 31.48%
1,699,151 $524 Million
Q4 2023

Feb 14, 2024

SELL
$220.07 - $288.88 $547,314 - $718,444
-2,487 Reduced 0.19%
1,292,308 $370 Million
Q2 2023

Aug 14, 2023

SELL
$172.03 - $209.11 $200 Million - $243 Million
-1,161,629 Reduced 47.29%
1,294,795 $254 Million
Q1 2023

May 12, 2023

BUY
$181.22 - $256.64 $22.7 Million - $32.2 Million
125,371 Added 5.38%
2,456,424 $499 Million
Q4 2022

Feb 10, 2023

BUY
$209.09 - $249.98 $45.7 Million - $54.6 Million
218,329 Added 10.33%
2,331,053 $505 Million
Q3 2022

Nov 14, 2022

BUY
$209.97 - $260.0 $47.6 Million - $58.9 Million
226,708 Added 12.02%
2,112,724 $449 Million
Q2 2022

Aug 12, 2022

BUY
$223.6 - $291.12 $119 Million - $155 Million
533,567 Added 39.45%
1,886,016 $456 Million
Q1 2022

May 16, 2022

BUY
$255.56 - $336.03 $310 Million - $407 Million
1,212,570 Added 866.87%
1,352,449 $369 Million
Q4 2021

Feb 08, 2022

SELL
$255.01 - $346.61 $939,201 - $1.28 Million
-3,683 Reduced 2.57%
139,879 $47.8 Million
Q3 2021

Nov 15, 2021

SELL
$244.27 - $281.46 $1.23 Million - $1.42 Million
-5,034 Reduced 3.39%
143,562 $37.2 Million
Q2 2021

Sep 13, 2021

BUY
$231.0 - $265.21 $34.3 Million - $39.4 Million
148,596 New
148,596 $38.2 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 $13B
  • 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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