A detailed history of Brown Brothers Harriman & CO transactions in Morningstar, Inc. stock. As of the latest transaction made, Brown Brothers Harriman & CO holds 423 shares of MORN stock, worth $139,069. This represents 0.0% of its overall portfolio holdings.

Number of Shares
423
Previous 412 2.67%
Holding current value
$139,069
Previous $121,000 10.74%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$295.85 - $326.31 $3,254 - $3,589
11 Added 2.67%
423 $134,000
Q2 2024

Aug 09, 2024

BUY
$282.65 - $315.06 $81,120 - $90,422
287 Added 229.6%
412 $121,000
Q1 2023

May 11, 2023

BUY
$181.22 - $256.64 $22,652 - $32,080
125 New
125 $25,000
Q3 2022

Nov 10, 2022

BUY
$209.97 - $260.0 $10,498 - $13,000
50 Added 833.33%
56 $12,000
Q2 2022

Aug 11, 2022

BUY
$223.6 - $291.12 $1,341 - $1,746
6 New
6 $1,000
Q1 2021

May 13, 2021

SELL
$216.45 - $252.61 $23.6 Million - $27.6 Million
-109,172 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$146.02 - $169.56 $15.9 Million - $18.5 Million
109,129 Added 253788.38%
109,172 $17.5 Million
Q3 2018

Nov 14, 2018

BUY
$125.9 - $142.32 $5,413 - $6,119
43 New
43 $5,000
Q1 2018

May 14, 2018

SELL
$90.49 - $101.12 $21,536 - $24,066
-238 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
238
238 $19,000

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 $14B
  • 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 Brown Brothers Harriman & CO Portfolio

Follow Brown Brothers Harriman & CO 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 Brown Brothers Harriman & CO, based on Form 13F filings with the SEC.

News

Stay updated on Brown Brothers Harriman & CO with notifications on news.