A detailed history of Benjamin F. Edwards & Company, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Benjamin F. Edwards & Company, Inc. holds 46 shares of MORN stock, worth $15,528. This represents 0.0% of its overall portfolio holdings.

Number of Shares
46
Previous 63 26.98%
Holding current value
$15,528
Previous $19,000 26.32%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$282.65 - $315.06 $4,805 - $5,356
-17 Reduced 26.98%
46 $14,000
Q4 2023

Feb 06, 2024

BUY
$220.07 - $288.88 $13,864 - $18,199
63 New
63 $18,000
Q1 2023

Apr 27, 2023

SELL
$181.22 - $256.64 $3,805 - $5,389
-21 Reduced 65.63%
11 $2,000
Q1 2022

May 04, 2022

BUY
$255.56 - $336.03 $2,811 - $3,696
11 Added 52.38%
32 $9,000
Q3 2020

Nov 13, 2020

SELL
$146.02 - $169.56 $23,655 - $27,468
-162 Reduced 88.52%
21 $3,000
Q2 2020

Aug 14, 2020

SELL
$110.6 - $155.96 $1,327 - $1,871
-12 Reduced 6.15%
183 $26,000
Q1 2020

May 07, 2020

BUY
$107.02 - $165.72 $10,594 - $16,406
99 Added 103.13%
195 $23,000
Q4 2019

Feb 06, 2020

BUY
$143.18 - $162.37 $10,738 - $12,177
75 Added 357.14%
96 $15,000
Q3 2019

Nov 05, 2019

BUY
$144.99 - $161.58 $3,044 - $3,393
21 New
21 $3,000

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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