A detailed history of Equitable Trust CO transactions in Morningstar, Inc. stock. As of the latest transaction made, Equitable Trust CO holds 1,871 shares of MORN stock, worth $610,582. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,871
Previous 1,871 -0.0%
Holding current value
$610,582
Previous $597,000 5.53%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024

SELL
$220.07 - $288.88 $7,482 - $9,821
-34 Reduced 1.78%
1,871 $535,000
Q3 2023

Nov 07, 2023

BUY
$194.0 - $255.43 $369,570 - $486,594
1,905 New
1,905 $446,000
Q1 2021

May 14, 2021

SELL
$216.45 - $252.61 $248,917 - $290,501
-1,150 Closed
0 $0
Q4 2020

Feb 12, 2021

SELL
$163.19 - $231.57 $138,711 - $196,834
-850 Reduced 42.5%
1,150 $266,000
Q2 2020

Aug 18, 2020

SELL
$110.6 - $155.96 $134,379 - $189,491
-1,215 Reduced 37.79%
2,000 $282,000
Q1 2020

May 21, 2020

BUY
$107.02 - $165.72 $103,274 - $159,919
965 Added 42.89%
3,215 $374,000
Q1 2019

May 15, 2019

BUY
$107.77 - $127.22 $26,942 - $31,805
250 Added 12.5%
2,250 $283,000
Q3 2018

Nov 15, 2018

BUY
$125.9 - $142.32 $251,800 - $284,640
2,000 New
2,000 $252,000

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 $13.9B
  • 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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