A detailed history of Covey Capital Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Covey Capital Advisors, LLC holds 2,835 shares of MORN stock, worth $960,838. This represents 1.02% of its overall portfolio holdings.

Number of Shares
2,835
Previous 3,057 7.26%
Holding current value
$960,838
Previous $904,000 -0.0%
% of portfolio
1.02%
Previous 1.06%

Shares

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

Nov 14, 2024

SELL
$295.85 - $326.31 $65,678 - $72,440
-222 Reduced 7.26%
2,835 $904,000
Q2 2024

Aug 14, 2024

SELL
$282.65 - $315.06 $19,785 - $22,054
-70 Reduced 2.24%
3,057 $904,000
Q1 2024

May 15, 2024

SELL
$272.04 - $310.74 $84,876 - $96,950
-312 Reduced 9.07%
3,127 $964,000
Q1 2023

May 15, 2023

BUY
$181.22 - $256.64 $74,843 - $105,992
413 Added 13.65%
3,439 $698,000
Q4 2022

Feb 14, 2023

SELL
$209.09 - $249.98 $363,816 - $434,965
-1,740 Reduced 36.51%
3,026 $655,000
Q3 2022

Nov 10, 2022

SELL
$209.97 - $260.0 $11,968 - $14,820
-57 Reduced 1.18%
4,766 $1.01 Million
Q2 2022

Aug 11, 2022

SELL
$223.6 - $291.12 $59,030 - $76,855
-264 Reduced 5.19%
4,823 $1.17 Million
Q1 2022

May 13, 2022

BUY
$255.56 - $336.03 $121,646 - $159,950
476 Added 10.32%
5,087 $1.39 Million
Q4 2021

Feb 04, 2022

BUY
$255.01 - $346.61 $1.18 Million - $1.6 Million
4,611 New
4,611 $1.58 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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