A detailed history of Ceera Investments, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Ceera Investments, LLC holds 9,786 shares of MORN stock, worth $3.33 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
9,786
Previous 9,796 0.1%
Holding current value
$3.33 Million
Previous $2.9 Million 7.73%
% of portfolio
1.26%
Previous 1.28%

Shares

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

Nov 06, 2024

SELL
$295.85 - $326.31 $2,958 - $3,263
-10 Reduced 0.1%
9,786 $3.12 Million
Q2 2024

Aug 06, 2024

SELL
$282.65 - $315.06 $14,132 - $15,753
-50 Reduced 0.51%
9,796 $2.9 Million
Q1 2024

May 14, 2024

SELL
$272.04 - $310.74 $39,445 - $45,057
-145 Reduced 1.45%
9,846 $3.04 Million
Q4 2023

Feb 07, 2024

SELL
$220.07 - $288.88 $542,472 - $712,089
-2,465 Reduced 19.79%
9,991 $2.86 Million
Q2 2023

Aug 04, 2023

SELL
$172.03 - $209.11 $18,923 - $23,002
-110 Reduced 0.88%
12,456 $2.44 Million
Q1 2023

Sep 27, 2023

BUY
$181.22 - $256.64 $19,934 - $28,230
110 Added 0.88%
12,566 $2.55 Million
Q4 2022

Oct 02, 2023

BUY
$209.09 - $249.98 $22,999 - $27,497
110 Added 0.88%
12,566 $2.72 Million
Q4 2022

Feb 08, 2023

SELL
$209.09 - $249.98 $19,654 - $23,498
-94 Reduced 0.74%
12,566 $2.72 Million
Q3 2022

Nov 08, 2022

SELL
$209.97 - $260.0 $73,279 - $90,740
-349 Reduced 2.68%
12,660 $2.69 Million
Q2 2022

Aug 09, 2022

SELL
$223.6 - $291.12 $28,620 - $37,263
-128 Reduced 0.97%
13,009 $3.15 Million
Q1 2022

May 10, 2022

SELL
$255.56 - $336.03 $20,444 - $26,882
-80 Reduced 0.61%
13,137 $3.59 Million
Q4 2021

Feb 09, 2022

SELL
$255.01 - $346.61 $56,102 - $76,254
-220 Reduced 1.64%
13,217 $4.52 Million
Q3 2021

Nov 08, 2021

SELL
$244.27 - $281.46 $7,328 - $8,443
-30 Reduced 0.22%
13,437 $3.48 Million
Q2 2021

Aug 09, 2021

SELL
$231.0 - $265.21 $1,155 - $1,326
-5 Reduced 0.04%
13,467 $3.46 Million
Q1 2021

May 06, 2021

BUY
$216.45 - $252.61 $2.92 Million - $3.4 Million
13,472 New
13,472 $3.03 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 $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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