A detailed history of Farther Finance Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 182 shares of MORN stock, worth $62,020. This represents 0.0% of its overall portfolio holdings.

Number of Shares
182
Previous 94 93.62%
Holding current value
$62,020
Previous $28 Million 107.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

BUY
$295.85 - $326.31 $26,034 - $28,715
88 Added 93.62%
182 $58.1 Million
Q2 2024

Jul 31, 2024

BUY
$282.65 - $315.06 $20,350 - $22,684
72 Added 327.27%
94 $28 Million
Q1 2024

May 13, 2024

BUY
$272.04 - $310.74 $2,176 - $2,485
8 Added 57.14%
22 $6.74 Million
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $1,760 - $2,311
8 Added 57.14%
22 $6.3 Million
Q1 2023

May 13, 2024

SELL
$181.22 - $256.64 $1,449 - $2,053
-8 Reduced 36.36%
14 $2.84 Million
Q1 2023

Sep 12, 2023

BUY
$181.22 - $256.64 $2,537 - $3,592
14 New
14 $2.84 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 $14.5B
  • 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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