A detailed history of Boston Financial Mangement LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Boston Financial Mangement LLC holds 61,625 shares of MORN stock, worth $21.8 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
61,625
Holding current value
$21.8 Million
% of portfolio
0.61%

Shares

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

Oct 24, 2024

BUY
$295.85 - $326.31 $18.2 Million - $20.1 Million
61,625 New
61,625 $19.7 Million

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 $15B
  • 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
Track This Portfolio

Track Boston Financial Mangement LLC Portfolio

Follow Boston Financial Mangement LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Financial Mangement LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Financial Mangement LLC with notifications on news.