A detailed history of Column Capital Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Column Capital Advisors, LLC holds 569 shares of MORN stock, worth $192,077. This represents 0.01% of its overall portfolio holdings.

Number of Shares
569
Previous 597 4.69%
Holding current value
$192,077
Previous $117,000 13.68%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 03, 2023

SELL
$194.0 - $255.43 $5,432 - $7,152
-28 Reduced 4.69%
569 $133,000
Q2 2023

Aug 08, 2023

BUY
$172.03 - $209.11 $18,751 - $22,792
109 Added 22.34%
597 $117,000
Q1 2023

May 09, 2023

BUY
$181.22 - $256.64 $16,128 - $22,840
89 Added 22.31%
488 $99,000
Q4 2022

Feb 06, 2023

BUY
$209.09 - $249.98 $4,599 - $5,499
22 Added 5.84%
399 $86,000
Q2 2022

Aug 04, 2022

BUY
$223.6 - $291.12 $16,322 - $21,251
73 Added 24.01%
377 $91,000
Q3 2021

Nov 10, 2021

SELL
$244.27 - $281.46 $9,282 - $10,695
-38 Reduced 11.11%
304 $79,000
Q2 2021

Aug 05, 2021

BUY
$231.0 - $265.21 $1,848 - $2,121
8 Added 2.4%
342 $88,000
Q1 2021

May 10, 2021

SELL
$216.45 - $252.61 $5,627 - $6,567
-26 Reduced 7.22%
334 $75,000
Q4 2020

Feb 12, 2021

SELL
$163.19 - $231.57 $11,096 - $15,746
-68 Reduced 15.89%
360 $83,000
Q3 2020

Nov 12, 2020

BUY
$146.02 - $169.56 $10,221 - $11,869
70 Added 19.55%
428 $69,000
Q4 2019

Feb 14, 2020

BUY
$143.18 - $162.37 $51,258 - $58,128
358 New
358 $54,000

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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