A detailed history of Fiduciary Trust CO transactions in Morningstar, Inc. stock. As of the latest transaction made, Fiduciary Trust CO holds 1,192 shares of MORN stock, worth $422,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,192
Previous 1,192 -0.0%
Holding current value
$422,850
Previous $352,000 7.95%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$282.65 - $315.06 $28,264 - $31,506
-100 Reduced 7.74%
1,192 $352,000
Q4 2023

Feb 12, 2024

SELL
$220.07 - $288.88 $5,501 - $7,222
-25 Reduced 1.9%
1,292 $369,000
Q3 2023

Nov 14, 2023

SELL
$194.0 - $255.43 $14,938 - $19,668
-77 Reduced 5.52%
1,317 $308,000
Q2 2023

Aug 01, 2023

BUY
$172.03 - $209.11 $28,212 - $34,294
164 Added 13.33%
1,394 $273,000
Q1 2023

May 15, 2023

SELL
$181.22 - $256.64 $212,208 - $300,525
-1,171 Reduced 48.77%
1,230 $249,000
Q4 2022

Feb 13, 2023

SELL
$209.09 - $249.98 $20,909 - $24,998
-100 Reduced 4.0%
2,401 $520,000
Q3 2022

Nov 14, 2022

BUY
$209.97 - $260.0 $10,498 - $13,000
50 Added 2.04%
2,501 $531,000
Q2 2022

Aug 12, 2022

BUY
$223.6 - $291.12 $49,192 - $64,046
220 Added 9.86%
2,451 $593,000
Q4 2021

Feb 14, 2022

SELL
$255.01 - $346.61 $21,165 - $28,768
-83 Reduced 3.59%
2,231 $763,000
Q3 2021

Nov 12, 2021

BUY
$244.27 - $281.46 $220,575 - $254,158
903 Added 64.0%
2,314 $599,000
Q2 2021

Aug 16, 2021

BUY
$231.0 - $265.21 $325,941 - $374,211
1,411 New
1,411 $363,000

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 $15.1B
  • 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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