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 $27.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
78,754
Previous 74,666 5.48%
Holding current value
$27.9 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 $15.1B
  • 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
Track This Portfolio

Track Eaton Vance Management Portfolio

Follow Eaton Vance Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eaton Vance Management, based on Form 13F filings with the SEC.

News

Stay updated on Eaton Vance Management with notifications on news.