A detailed history of Crossmark Global Holdings, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Crossmark Global Holdings, Inc. holds 2,258 shares of MORN stock, worth $789,600. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,258
Previous 1,727 30.75%
Holding current value
$789,600
Previous $511,000 40.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$295.85 - $326.31 $157,096 - $173,270
531 Added 30.75%
2,258 $720,000
Q2 2024

Jul 29, 2024

SELL
$282.65 - $315.06 $93,839 - $104,599
-332 Reduced 16.12%
1,727 $511,000
Q1 2024

May 13, 2024

BUY
$272.04 - $310.74 $9,521 - $10,875
35 Added 1.73%
2,059 $635,000
Q4 2023

Feb 13, 2024

SELL
$220.07 - $288.88 $14,304 - $18,777
-65 Reduced 3.11%
2,024 $579,000
Q3 2023

Nov 08, 2023

BUY
$194.0 - $255.43 $405,266 - $533,593
2,089 New
2,089 $493,000

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 $14.8B
  • 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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