A detailed history of Clearstead Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 72 shares of MORN stock, worth $24,535. This represents 0.0% of its overall portfolio holdings.

Number of Shares
72
Previous 72 -0.0%
Holding current value
$24,535
Previous $21,000 4.76%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 09, 2024

BUY
$282.65 - $315.06 $20,350 - $22,684
72 New
72 $21,000
Q3 2023

Nov 07, 2023

BUY
$194.0 - $255.43 $970 - $1,277
5 New
5 $1,000

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 $14.5B
  • 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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