Ensign Peak Advisors, Inc Morningstar, Inc. Transaction History

Ensign Peak Advisors, Inc

$56.1 Billion
Q3 2024

A detailed history of Ensign Peak Advisors, Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Ensign Peak Advisors, Inc holds 18,255 shares of MORN stock, worth $6.11 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,255

Previous 17,675 3.28%

Holding current value

$6.11 Million

Previous $5.23 Million 11.4%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$295.85 - $326.31 $171,593 - $189,259	580 Added 3.28%	18,255 $5.83 Million
Q2 2024 Aug 13, 2024	BUY	$282.65 - $315.06 $1.22 Million - $1.35 Million	4,300 Added 32.15%	17,675 $5.23 Million
Q1 2024 May 14, 2024	BUY	$272.04 - $310.74 $522,316 - $596,620	1,920 Added 16.76%	13,375 $4.12 Million
Q4 2023 Feb 14, 2024	BUY	$220.07 - $288.88 $777,947 - $1.02 Million	3,535 Added 44.63%	11,455 $3.28 Million
Q3 2023 Nov 13, 2023	SELL	$194.0 - $255.43 $309,430 - $407,410	-1,595 Reduced 16.76%	7,920 $1.86 Million
Q2 2023 Aug 14, 2023	BUY	$172.03 - $209.11 $461,900 - $561,460	2,685 Added 39.31%	9,515 $1.87 Million
Q1 2023 May 15, 2023	BUY	$181.22 - $256.64 $63,427 - $89,824	350 Added 5.4%	6,830 $1.39 Million
Q4 2022 Feb 13, 2023	BUY	$209.09 - $249.98 $428,634 - $512,459	2,050 Added 46.28%	6,480 $1.4 Million
Q3 2022 Nov 14, 2022	BUY	$209.97 - $260.0 $142,779 - $176,800	680 Added 18.13%	4,430 $941,000
Q2 2022 Aug 12, 2022	BUY	$223.6 - $291.12 $731,172 - $951,962	3,270 Added 681.25%	3,750 $907,000
Q4 2021 Feb 11, 2022	BUY	$255.01 - $346.61 $122,404 - $166,372	480 New	480 $164,000
Q2 2021 Aug 13, 2021	SELL	$231.0 - $265.21 $269,115 - $308,969	-1,165 Closed	0 $0
Q1 2021 May 12, 2021	SELL	$216.45 - $252.61 $1.2 Million - $1.4 Million	-5,558 Reduced 82.67%	1,165 $262,000
Q4 2020 Feb 12, 2021	BUY	$163.19 - $231.57 $392,145 - $556,462	2,403 Added 55.63%	6,723 $1.56 Million
Q3 2020 Nov 12, 2020	BUY	$146.02 - $169.56 $630,806 - $732,499	4,320 New	4,320 $693,000
Q1 2020 May 11, 2020	SELL	$107.02 - $165.72 $239,617 - $371,047	-2,239 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$143.18 - $162.37 $320,580 - $363,546	2,239 New	2,239 $339,000

Others Institutions Holding MORN

# of Institutions

430

Shares Held

25.7M

Call Options Held

16.7K

Put Options Held

4.7K

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $14.2B
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...

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Ensign Peak Advisors, Inc Morningstar, Inc. Transaction History