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 $20,361. This represents 0.01% of its overall portfolio holdings.

Number of Shares
62
Previous 62 -0.0%
Holding current value
$20,361
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 $13.9B
  • 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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