A detailed history of First Republic Investment Management, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 3,734 shares of MORN stock, worth $1.27 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,734
Previous 3,875 3.64%
Holding current value
$1.27 Million
Previous $759,000 15.15%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

SELL
$194.0 - $255.43 $27,354 - $36,015
-141 Reduced 3.64%
3,734 $874,000
Q2 2023

Jul 28, 2023

SELL
$172.03 - $209.11 $227,251 - $276,234
-1,321 Reduced 25.42%
3,875 $759,000
Q1 2023

May 11, 2023

BUY
$181.22 - $256.64 $44,398 - $62,876
245 Added 4.95%
5,196 $1.05 Million
Q4 2022

Feb 13, 2023

BUY
$209.09 - $249.98 $107,681 - $128,739
515 Added 11.61%
4,951 $1.07 Million
Q3 2022

Nov 03, 2022

BUY
$209.97 - $260.0 $148,028 - $183,300
705 Added 18.9%
4,436 $942,000
Q2 2022

Aug 16, 2022

BUY
$223.6 - $291.12 $470,230 - $612,225
2,103 Added 129.18%
3,731 $902,000
Q1 2022

May 16, 2022

BUY
$255.56 - $336.03 $1,788 - $2,352
7 Added 0.43%
1,628 $445,000
Q4 2021

Feb 09, 2022

BUY
$255.01 - $346.61 $17,085 - $23,222
67 Added 4.31%
1,621 $554,000
Q3 2021

Nov 12, 2021

BUY
$244.27 - $281.46 $14,900 - $17,169
61 Added 4.09%
1,554 $403,000
Q2 2021

Aug 16, 2021

BUY
$231.0 - $265.21 $16,170 - $18,564
70 Added 4.92%
1,493 $384,000
Q1 2021

May 14, 2021

SELL
$216.45 - $252.61 $34,848 - $40,670
-161 Reduced 10.16%
1,423 $320,000
Q4 2020

Feb 16, 2021

BUY
$163.19 - $231.57 $6,853 - $9,725
42 Added 2.72%
1,584 $367,000
Q3 2020

Nov 12, 2020

BUY
$146.02 - $169.56 $225,162 - $261,461
1,542 New
1,542 $248,000

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 $14.5B
  • 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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