A detailed history of Dearborn Partners LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Dearborn Partners LLC holds 1,058 shares of MORN stock, worth $343,945. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,058
Holding current value
$343,945
% of portfolio
0.01%

Shares

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

Nov 06, 2024

BUY
$295.85 - $326.31 $313,009 - $345,235
1,058 New
1,058 $337,000
Q1 2023

May 04, 2023

SELL
$181.22 - $256.64 $12,504 - $17,708
-69 Reduced 6.36%
1,016 $206,000
Q4 2022

Feb 02, 2023

SELL
$209.09 - $249.98 $44,536 - $53,245
-213 Reduced 16.41%
1,085 $235,000
Q3 2022

Oct 25, 2022

BUY
$209.97 - $260.0 $58,581 - $72,540
279 Added 27.38%
1,298 $276,000
Q2 2022

Jul 20, 2022

BUY
$223.6 - $291.12 $27,950 - $36,390
125 Added 13.98%
1,019 $246,000
Q1 2022

May 04, 2022

BUY
$255.56 - $336.03 $5,877 - $7,728
23 Added 2.64%
894 $244,000
Q4 2021

Jan 28, 2022

BUY
$255.01 - $346.61 $222,113 - $301,897
871 New
871 $298,000

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 $13.8B
  • 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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