A detailed history of Bell Investment Advisors, Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 79 shares of MORN stock, worth $26,668. This represents 0.0% of its overall portfolio holdings.

Number of Shares
79
Previous 79 -0.0%
Holding current value
$26,668
Previous $23,000 8.7%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $1,100 - $1,444
5 Added 6.76%
79 $22,000
Q3 2023

Nov 08, 2023

SELL
$194.0 - $255.43 $388 - $510
-2 Reduced 2.63%
74 $17,000
Q1 2023

May 10, 2023

SELL
$181.22 - $256.64 $1,630 - $2,309
-9 Reduced 10.59%
76 $15,000
Q4 2022

Feb 08, 2023

SELL
$209.09 - $249.98 $418 - $499
-2 Reduced 2.3%
85 $18,000
Q3 2022

Nov 09, 2022

SELL
$209.97 - $260.0 $629 - $780
-3 Reduced 3.33%
87 $18,000
Q2 2022

Aug 12, 2022

SELL
$223.6 - $291.12 $2,683 - $3,493
-12 Reduced 11.76%
90 $22,000
Q4 2021

Feb 14, 2022

BUY
$255.01 - $346.61 $3,060 - $4,159
12 Added 13.33%
102 $35,000
Q3 2021

Nov 12, 2021

BUY
$244.27 - $281.46 $21,984 - $25,331
90 New
90 $23,000

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 $14.3B
  • 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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