A detailed history of Bard Financial Services, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Bard Financial Services, Inc. holds 1,000 shares of MORN stock, worth $305,480. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,000 -0.0%
Holding current value
$305,480
Previous $308,000 4.22%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 16, 2023

BUY
$194.0 - $255.43 $194,000 - $255,430
1,000 New
1,000 $234,000
Q4 2020

Mar 26, 2021

BUY
$163.19 - $231.57 $163,190 - $231,570
1,000 New
1,000 $232,000

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 $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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