A detailed history of Cerity Partners LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Cerity Partners LLC holds 6,318 shares of MORN stock, worth $2.03 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,318
Previous 5,403 16.94%
Holding current value
$2.03 Million
Previous $1.6 Million 26.16%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$295.85 - $326.31 $270,702 - $298,573
915 Added 16.94%
6,318 $2.02 Million
Q2 2024

Aug 13, 2024

SELL
$282.65 - $315.06 $1.49 Million - $1.66 Million
-5,261 Reduced 49.33%
5,403 $1.6 Million
Q1 2024

May 14, 2024

BUY
$272.04 - $310.74 $2.08 Million - $2.37 Million
7,635 Added 252.06%
10,664 $3.29 Million
Q4 2023

Jan 26, 2024

BUY
$220.07 - $288.88 $666,592 - $875,017
3,029 New
3,029 $867,000
Q2 2023

Aug 14, 2023

BUY
$172.03 - $209.11 $252,368 - $306,764
1,467 Added 48.75%
4,476 $877,000
Q1 2023

May 11, 2023

SELL
$181.22 - $256.64 $8,336 - $11,805
-46 Reduced 1.51%
3,009 $610,000
Q4 2022

Feb 15, 2023

SELL
$209.09 - $249.98 $884,868 - $1.06 Million
-4,232 Reduced 58.08%
3,055 $661,000
Q3 2022

Nov 10, 2022

SELL
$209.97 - $260.0 $76,219 - $94,380
-363 Reduced 4.75%
7,287 $1.55 Million
Q2 2022

Aug 10, 2022

BUY
$223.6 - $291.12 $309,015 - $402,327
1,382 Added 22.05%
7,650 $1.85 Million
Q1 2022

Apr 25, 2022

BUY
$255.56 - $336.03 $1.41 Million - $1.86 Million
5,534 Added 753.95%
6,268 $1.71 Million
Q4 2021

Feb 14, 2022

BUY
$255.01 - $346.61 $187,177 - $254,411
734 New
734 $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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