A detailed history of First Horizon Advisors, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, First Horizon Advisors, Inc. holds 171 shares of MORN stock, worth $60,795. This represents 0.0% of its overall portfolio holdings.

Number of Shares
171
Previous 171 -0.0%
Holding current value
$60,795
Previous $50,000 8.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 19, 2024

SELL
$282.65 - $315.06 $1,978 - $2,205
-7 Reduced 3.93%
171 $50,000
Q4 2023

Feb 06, 2024

BUY
$220.07 - $288.88 $1,320 - $1,733
6 Added 3.49%
178 $50,000
Q3 2023

Oct 27, 2023

SELL
$194.0 - $255.43 $194 - $255
-1 Reduced 0.58%
172 $40,000
Q2 2023

Aug 03, 2023

BUY
$172.03 - $209.11 $11,181 - $13,592
65 Added 60.19%
173 $33,000
Q1 2023

May 15, 2023

SELL
$181.22 - $256.64 $3,080 - $4,362
-17 Reduced 13.6%
108 $21,000
Q4 2022

Feb 10, 2023

BUY
$209.09 - $249.98 $836 - $999
4 Added 3.31%
125 $27,000
Q3 2022

Nov 09, 2022

SELL
$209.97 - $260.0 $2,519 - $3,120
-12 Reduced 9.02%
121 $25,000
Q2 2022

Aug 02, 2022

BUY
$223.6 - $291.12 $27,279 - $35,516
122 Added 1109.09%
133 $32,000
Q1 2022

May 10, 2022

SELL
$255.56 - $336.03 $23,000 - $30,242
-90 Reduced 89.11%
11 $3,000
Q4 2021

Feb 09, 2022

BUY
$255.01 - $346.61 $1,275 - $1,733
5 Added 5.21%
101 $34,000
Q3 2021

Nov 15, 2021

BUY
$244.27 - $281.46 $13,679 - $15,761
56 Added 140.0%
96 $24,000
Q3 2021

Nov 09, 2021

SELL
$244.27 - $281.46 $13,434 - $15,480
-55 Reduced 57.89%
40 $10,000
Q1 2020

May 05, 2020

BUY
$107.02 - $165.72 $535 - $828
5 Added 5.56%
95 $11,000
Q4 2019

Jan 07, 2020

BUY
$143.18 - $162.37 $143 - $162
1 Added 1.12%
90 $13,000
Q4 2018

Feb 11, 2019

BUY
$105.5 - $130.7 $633 - $784
6 Added 7.23%
89 $9,000
Q2 2018

Aug 07, 2018

BUY
$94.75 - $134.08 $7,864 - $11,128
83 New
83 $0

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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