A detailed history of Cadent Capital Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Cadent Capital Advisors, LLC holds 1,396 shares of MORN stock, worth $448,185. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,396
Previous 1,396 -0.0%
Holding current value
$448,185
Previous $413,000 7.75%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Jul 11, 2024

BUY
$282.65 - $315.06 $46,071 - $51,354
163 Added 13.22%
1,396 $413,000
Q3 2023

Oct 10, 2023

BUY
$194.0 - $255.43 $582 - $766
3 Added 0.24%
1,233 $288,000
Q1 2023

Apr 17, 2023

BUY
$181.22 - $256.64 $41,136 - $58,257
227 Added 22.63%
1,230 $249,000
Q4 2021

Jan 24, 2022

SELL
$255.01 - $346.61 $9,690 - $13,171
-38 Reduced 3.65%
1,003 $343,000
Q1 2021

May 12, 2021

SELL
$216.45 - $252.61 $8,441 - $9,851
-39 Reduced 3.61%
1,041 $234,000
Q4 2020

Feb 12, 2021

BUY
$163.19 - $231.57 $176,245 - $250,095
1,080 New
1,080 $250,000

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 $13.6B
  • 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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