A detailed history of Campbell & CO Investment Adviser LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Campbell & CO Investment Adviser LLC holds 8,867 shares of MORN stock, worth $3.15 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,867
Holding current value
$3.15 Million
% of portfolio
0.22%

Shares

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

Nov 12, 2024

BUY
$295.85 - $326.31 $2.62 Million - $2.89 Million
8,867 New
8,867 $2.83 Million
Q1 2024

May 10, 2024

SELL
$272.04 - $310.74 $1.2 Million - $1.38 Million
-4,429 Reduced 51.81%
4,120 $1.27 Million
Q4 2023

Feb 13, 2024

BUY
$220.07 - $288.88 $1.88 Million - $2.47 Million
8,549 New
8,549 $2.45 Million
Q2 2023

Aug 11, 2023

BUY
$172.03 - $209.11 $482,544 - $586,553
2,805 New
2,805 $549,000
Q4 2021

Feb 10, 2022

SELL
$255.01 - $346.61 $331,513 - $450,593
-1,300 Closed
0 $0
Q3 2021

Nov 10, 2021

BUY
$244.27 - $281.46 $317,551 - $365,898
1,300 New
1,300 $337,000

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 $15.1B
  • 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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