Fcf Advisors LLC Morningstar, Inc. Transaction History

Fcf Advisors LLC

$422 Million
Q3 2024

A detailed history of Fcf Advisors LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Fcf Advisors LLC holds 4,849 shares of MORN stock, worth $1.68 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

4,849

Holding current value

$1.68 Million

% of portfolio

0.37%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$295.85 - $326.31 $1.43 Million - $1.58 Million	4,849 New	4,849 $1.55 Million
Q1 2021 Apr 06, 2021	SELL	$216.45 - $252.61 $903,678 - $1.05 Million	-4,175 Closed	0 $0
Q4 2020 Jan 12, 2021	SELL	$163.19 - $231.57 $497,892 - $706,520	-3,051 Reduced 42.22%	4,175 $928,000
Q3 2020 Oct 20, 2020	BUY	$146.02 - $169.56 $377,169 - $437,973	2,583 Added 55.63%	7,226 $1.3 Million
Q2 2020 Jul 10, 2020	SELL	$110.6 - $155.96 $303,044 - $427,330	-2,740 Reduced 37.11%	4,643 $677,000
Q1 2020 Apr 21, 2020	SELL	$107.02 - $165.72 $80,907 - $125,284	-756 Reduced 9.29%	7,383 $864,000
Q4 2019 Jan 07, 2020	SELL	$143.18 - $162.37 $27,061 - $30,687	-189 Reduced 2.27%	8,139 $1.24 Million
Q3 2019 Oct 09, 2019	SELL	$144.99 - $161.58 $306,073 - $341,095	-2,111 Reduced 20.22%	8,328 $1.22 Million
Q2 2019 Jul 08, 2019	SELL	$127.44 - $148.32 $151,016 - $175,759	-1,185 Reduced 10.19%	10,439 $1.51 Million
Q1 2019 Apr 09, 2019	BUY	$107.77 - $127.22 $59,596 - $70,352	553 Added 5.0%	11,624 $1.47 Million
Q4 2018 Jan 15, 2019	BUY	$105.5 - $130.7 $1.17 Million - $1.45 Million	11,071 New	11,071 $1.22 Million

Others Institutions Holding MORN

# of Institutions

428

Shares Held

25.8M

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 $14.7B
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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