A detailed history of Congress Asset Management CO transactions in Morningstar, Inc. stock. As of the latest transaction made, Congress Asset Management CO holds 41,627 shares of MORN stock, worth $14.2 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
41,627
Previous 35,616 16.88%
Holding current value
$14.2 Million
Previous $10.5 Million 26.08%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 28, 2024

BUY
$295.85 - $326.31 $1.78 Million - $1.96 Million
6,011 Added 16.88%
41,627 $13.3 Million
Q2 2024

Aug 02, 2024

BUY
$282.65 - $315.06 $1.76 Million - $1.96 Million
6,229 Added 21.2%
35,616 $10.5 Million
Q1 2024

Apr 11, 2024

BUY
$272.04 - $310.74 $7.99 Million - $9.13 Million
29,387 New
29,387 $9.06 Million

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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