A detailed history of Ci Private Wealth, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 11,847 shares of MORN stock, worth $3.78 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,847
Previous 12,498 5.21%
Holding current value
$3.78 Million
Previous $3.85 Million 9.08%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$282.65 - $315.06 $184,005 - $205,104
-651 Reduced 5.21%
11,847 $3.5 Million
Q1 2024

May 09, 2024

SELL
$272.04 - $310.74 $24,483 - $27,966
-90 Reduced 0.71%
12,498 $3.85 Million
Q4 2023

Feb 09, 2024

SELL
$220.07 - $288.88 $217,429 - $285,413
-988 Reduced 7.28%
12,588 $3.6 Million
Q3 2023

Nov 03, 2023

SELL
$194.0 - $255.43 $276,256 - $363,732
-1,424 Reduced 9.49%
13,576 $3.18 Million
Q2 2023

Aug 10, 2023

SELL
$172.03 - $209.11 $1.94 Million - $2.35 Million
-11,253 Reduced 42.86%
15,000 $2.94 Million
Q1 2023

May 15, 2023

BUY
$181.22 - $256.64 $4.24 Million - $6.01 Million
23,420 Added 826.69%
26,253 $5.33 Million
Q4 2022

Feb 15, 2023

BUY
$209.09 - $249.98 $592,351 - $708,193
2,833 New
2,833 $613,000

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 $13.5B
  • 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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