A detailed history of Cetera Investment Advisers transactions in Morningstar, Inc. stock. As of the latest transaction made, Cetera Investment Advisers holds 1,923 shares of MORN stock, worth $653,954. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,923
Previous 1,656 16.12%
Holding current value
$653,954
Previous $489,000 25.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$295.85 - $326.31 $78,991 - $87,124
267 Added 16.12%
1,923 $613,000
Q2 2024

Aug 22, 2024

SELL
$282.65 - $315.06 $200,681 - $223,692
-710 Reduced 30.01%
1,656 $489,000
Q1 2024

May 24, 2024

BUY
$272.04 - $310.74 $425,470 - $485,997
1,564 Added 195.01%
2,366 $729,000
Q1 2024

May 14, 2024

SELL
$272.04 - $310.74 $11,425 - $13,051
-42 Reduced 4.98%
802 $247,000
Q4 2023

Feb 13, 2024

SELL
$220.07 - $288.88 $10,123 - $13,288
-46 Reduced 5.17%
844 $241,000
Q3 2023

Nov 14, 2023

BUY
$194.0 - $255.43 $172,660 - $227,332
890 New
890 $208,000

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 $14.4B
  • 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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