A detailed history of Dundas Partners LLP transactions in Morningstar, Inc. stock. As of the latest transaction made, Dundas Partners LLP holds 899 shares of MORN stock, worth $304,689. This represents 0.02% of its overall portfolio holdings.

Number of Shares
899
Previous 1,114 19.3%
Holding current value
$304,689
Previous $330,000 13.33%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$295.85 - $326.31 $63,607 - $70,156
-215 Reduced 19.3%
899 $286,000
Q2 2024

Aug 14, 2024

BUY
$282.65 - $315.06 $108,820 - $121,298
385 Added 52.81%
1,114 $330,000
Q1 2024

May 14, 2024

BUY
$272.04 - $310.74 $35,637 - $40,706
131 Added 21.91%
729 $225,000
Q3 2023

Nov 14, 2023

BUY
$194.0 - $255.43 $48,694 - $64,112
251 Added 72.33%
598 $140,000
Q1 2023

May 12, 2023

SELL
$181.22 - $256.64 $29,357 - $41,575
-162 Reduced 31.83%
347 $70,000
Q4 2021

Feb 14, 2022

BUY
$255.01 - $346.61 $127,505 - $173,305
500 Added 5555.56%
509 $150,000
Q3 2021

Nov 12, 2021

BUY
$244.27 - $281.46 $2,198 - $2,533
9 New
9 $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 $14.4B
  • 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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