A detailed history of Cibc Asset Management Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Cibc Asset Management Inc holds 1,259 shares of MORN stock, worth $424,912. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,259
Previous 1,218 3.37%
Holding current value
$424,912
Previous $360,000 11.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 06, 2024

BUY
$295.85 - $326.31 $12,129 - $13,378
41 Added 3.37%
1,259 $401,000
Q2 2024

Aug 01, 2024

BUY
$282.65 - $315.06 $132,845 - $148,078
470 Added 62.83%
1,218 $360,000
Q4 2023

Feb 13, 2024

BUY
$220.07 - $288.88 $164,612 - $216,082
748 New
748 $214,000
Q4 2022

Feb 13, 2023

SELL
$209.09 - $249.98 $101,826 - $121,740
-487 Reduced 29.71%
1,152 $249,000
Q2 2022

Aug 09, 2022

SELL
$223.6 - $291.12 $26,608 - $34,643
-119 Reduced 6.77%
1,639 $396,000
Q4 2021

Feb 08, 2022

BUY
$255.01 - $346.61 $2,550 - $3,466
10 Added 0.57%
1,758 $601,000
Q3 2021

Nov 09, 2021

BUY
$244.27 - $281.46 $37,129 - $42,781
152 Added 9.52%
1,748 $453,000
Q1 2021

May 14, 2021

BUY
$216.45 - $252.61 $9,740 - $11,367
45 Added 2.9%
1,596 $359,000
Q3 2020

Nov 05, 2020

BUY
$146.02 - $169.56 $5,694 - $6,612
39 Added 2.58%
1,551 $249,000
Q2 2020

Jul 28, 2020

BUY
$110.6 - $155.96 $167,227 - $235,811
1,512 New
1,512 $213,000
Q1 2020

Apr 30, 2020

SELL
$107.02 - $165.72 $161,814 - $250,568
-1,512 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$143.18 - $162.37 $1,718 - $1,948
12 Added 0.8%
1,512 $229,000
Q2 2019

Aug 05, 2019

BUY
$127.44 - $148.32 $191,160 - $222,480
1,500 New
1,500 $217,000

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 $14.3B
  • 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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