A detailed history of Bank Of America Corp transactions in Morningstar, Inc. stock. As of the latest transaction made, Bank Of America Corp holds 1,556,588 shares of MORN stock, worth $530 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,556,588
Previous 1,526,590 1.97%
Holding current value
$530 Million
Previous $452 Million 9.99%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$295.85 - $326.31 $8.87 Million - $9.79 Million
29,998 Added 1.97%
1,556,588 $497 Million
Q2 2024

Aug 14, 2024

SELL
$282.65 - $315.06 $48.8 Million - $54.4 Million
-172,561 Reduced 10.16%
1,526,590 $452 Million
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 $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
Track This Portfolio

Track Bank Of America Corp Portfolio

Follow Bank Of America Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Of America Corp , based on Form 13F filings with the SEC.

News

Stay updated on Bank Of America Corp with notifications on news.