A detailed history of Bokf, Na transactions in Morningstar, Inc. stock. As of the latest transaction made, Bokf, Na holds 345 shares of MORN stock, worth $117,565. This represents 0.0% of its overall portfolio holdings.

Number of Shares
345
Previous 345 -0.0%
Holding current value
$117,565
Previous $102,000 7.84%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 07, 2024

BUY
$282.65 - $315.06 $5,653 - $6,301
20 Added 6.15%
345 $102,000
Q2 2023

Aug 21, 2023

SELL
$172.03 - $209.11 $20,299 - $24,674
-118 Reduced 26.64%
325 $63,000
Q1 2023

May 11, 2023

BUY
$181.22 - $256.64 $80,280 - $113,691
443 New
443 $89,000
Q1 2021

Apr 21, 2021

SELL
$216.45 - $252.61 $245,454 - $286,459
-1,134 Closed
0 $0
Q4 2020

Feb 12, 2021

SELL
$163.19 - $231.57 $139,853 - $198,455
-857 Reduced 43.04%
1,134 $263,000
Q3 2020

Oct 30, 2020

SELL
$146.02 - $169.56 $520,999 - $604,990
-3,568 Reduced 64.18%
1,991 $320,000
Q2 2020

Aug 12, 2020

SELL
$110.6 - $155.96 $32,627 - $46,008
-295 Reduced 5.04%
5,559 $784,000
Q1 2020

May 13, 2020

SELL
$107.02 - $165.72 $25,684 - $39,772
-240 Reduced 3.94%
5,854 $681,000
Q4 2019

Feb 12, 2020

BUY
$143.18 - $162.37 $301,966 - $342,438
2,109 Added 52.92%
6,094 $922,000
Q3 2019

Nov 13, 2019

BUY
$144.99 - $161.58 $577,785 - $643,896
3,985 New
3,985 $582,000

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 $14.5B
  • 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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