A detailed history of Centerpoint Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 62 shares of MORN stock, worth $21,127. This represents 0.01% of its overall portfolio holdings.

Number of Shares
62
Previous 62 -0.0%
Holding current value
$21,127
Previous $18,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 01, 2023

SELL
$194.0 - $255.43 $194 - $255
-1 Reduced 1.59%
62 $15,000
Q4 2022

Jan 24, 2023

BUY
$209.09 - $249.98 $13,172 - $15,748
63 New
63 $14,000

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 $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
Track This Portfolio

Track Centerpoint Advisors, LLC Portfolio

Follow Centerpoint Advisors, 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 Centerpoint Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisors, LLC with notifications on news.