A detailed history of Ethic Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Ethic Inc. holds 2,325 shares of MORN stock, worth $784,850. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,325
Previous 2,382 2.39%
Holding current value
$784,850
Previous $704,000 5.26%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
$295.85 - $326.31 $16,863 - $18,599
-57 Reduced 2.39%
2,325 $741,000
Q2 2024

Aug 13, 2024

BUY
$282.65 - $315.06 $16,111 - $17,958
57 Added 2.45%
2,382 $704,000
Q1 2024

May 13, 2024

BUY
$272.04 - $310.74 $322,911 - $368,848
1,187 Added 104.31%
2,325 $716,000
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $30,809 - $40,443
140 Added 14.03%
1,138 $325,000
Q3 2023

Nov 14, 2023

BUY
$194.0 - $255.43 $193,612 - $254,919
998 New
998 $233,000
Q4 2022

Feb 14, 2023

BUY
$209.09 - $249.98 $200,726 - $239,980
960 New
960 $207,000
Q2 2022

Aug 10, 2022

BUY
$223.6 - $291.12 $186,035 - $242,211
832 New
832 $201,000

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 $14.3B
  • 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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