A detailed history of Benjamin Edwards Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Benjamin Edwards Inc holds 1,562 shares of MORN stock, worth $507,790. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,562
Previous 895 74.53%
Holding current value
$507,790
Previous $265,000 87.92%
% of portfolio
0.01%
Previous 0.05%

Shares

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

Nov 14, 2024

BUY
$295.85 - $326.31 $197,331 - $217,648
667 Added 74.53%
1,562 $498,000
Q2 2024

Aug 12, 2024

SELL
$282.65 - $315.06 $161,675 - $180,214
-572 Reduced 38.99%
895 $265,000
Q1 2024

Apr 29, 2024

BUY
$272.04 - $310.74 $112,896 - $128,957
415 Added 39.45%
1,467 $452,000
Q4 2023

Feb 06, 2024

BUY
$220.07 - $288.88 $25,308 - $33,221
115 Added 12.27%
1,052 $301,000
Q3 2023

Nov 13, 2023

BUY
$194.0 - $255.43 $52,380 - $68,966
270 Added 40.48%
937 $219,000
Q2 2023

Aug 15, 2023

BUY
$172.03 - $209.11 $60,726 - $73,815
353 Added 112.42%
667 $131,000
Q1 2023

Apr 27, 2023

BUY
$181.22 - $256.64 $34,613 - $49,018
191 Added 155.28%
314 $64,000
Q4 2022

Feb 07, 2023

BUY
$209.09 - $249.98 $25,718 - $30,747
123 New
123 $27,000

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 $13.8B
  • 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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