A detailed history of Eaton Vance Management transactions in Morningstar, Inc. stock. As of the latest transaction made, Eaton Vance Management holds 78,754 shares of MORN stock, worth $25.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
78,754
Previous 74,666 5.48%
Holding current value
$25.1 Million
Previous $18.1 Million 7.39%
% of portfolio
0.02%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$209.97 - $260.0 $858,357 - $1.06 Million
4,088 Added 5.48%
78,754 $16.7 Million
Q2 2022

Aug 15, 2022

SELL
$223.6 - $291.12 $5.67 Million - $7.38 Million
-25,337 Reduced 25.34%
74,666 $18.1 Million
Q1 2022

May 16, 2022

BUY
$255.56 - $336.03 $2.35 Million - $3.08 Million
9,177 Added 10.1%
100,003 $27.3 Million
Q4 2021

Feb 14, 2022

BUY
$255.01 - $346.61 $1.7 Million - $2.32 Million
6,680 Added 7.94%
90,826 $30.9 Million
Q3 2021

Nov 15, 2021

BUY
$244.27 - $281.46 $5.11 Million - $5.89 Million
20,932 Added 33.11%
84,146 $21.8 Million
Q2 2021

Aug 16, 2021

BUY
$231.0 - $265.21 $9.65 Million - $11.1 Million
41,770 Added 194.79%
63,214 $16.3 Million
Q1 2021

May 17, 2021

BUY
$216.45 - $252.61 $1.34 Million - $1.57 Million
6,196 Added 40.63%
21,444 $4.83 Million
Q4 2020

Feb 12, 2021

BUY
$163.19 - $231.57 $2.49 Million - $3.53 Million
15,248 New
15,248 $3.53 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 $13.5B
  • 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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