A detailed history of Creative Financial Designs Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Creative Financial Designs Inc holds 83 shares of MORN stock, worth $28,735. This represents 0.0% of its overall portfolio holdings.

Number of Shares
83
Previous 63 31.75%
Holding current value
$28,735
Previous $18,000 44.44%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

BUY
$295.85 - $326.31 $5,917 - $6,526
20 Added 31.75%
83 $26,000
Q4 2022

Feb 01, 2023

BUY
$209.09 - $249.98 $3,136 - $3,749
15 Added 31.25%
63 $13,000
Q3 2022

Nov 01, 2022

BUY
$209.97 - $260.0 $3,149 - $3,900
15 Added 45.45%
48 $10,000
Q2 2020

Jul 23, 2020

BUY
$110.6 - $155.96 $3,649 - $5,146
33 New
33 $5,000
Q1 2020

Apr 22, 2020

SELL
$107.02 - $165.72 $0 - $0
0 Closed
0 $0
Q4 2019

Jan 17, 2020

BUY
$143.18 - $162.37 $0 - $0
0 New
0 $0
Q4 2018

Jan 24, 2019

SELL
$105.5 - $130.7 $3,481 - $4,313
-33 Closed
0 $0
Q4 2016

Mar 14, 2018

BUY
N/A
33
33 $2,000

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 $14.7B
  • 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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