A detailed history of Ken Fisher (Fisher Asset Management, LLC) transactions in Morningstar, Inc. stock. As of the latest transaction made, Fisher Asset Management, LLC holds 21,342 shares of MORN stock, worth $7.39 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,342
Previous 20,008 6.67%
Holding current value
$7.39 Million
Previous $5.92 Million 15.05%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$295.85 - $326.31 $394,663 - $435,297
1,334 Added 6.67%
21,342 $6.81 Million
Q2 2024

Aug 14, 2024

BUY
$282.65 - $315.06 $4,239 - $4,725
15 Added 0.08%
20,008 $5.92 Million
Q1 2024

May 09, 2024

SELL
$272.04 - $310.74 $805,782 - $920,411
-2,962 Reduced 12.9%
19,993 $6.17 Million
Q4 2023

Mar 05, 2024

BUY
$220.07 - $288.88 $16,285 - $21,377
74 Added 0.32%
22,955 $6.57 Million
Q4 2023

Feb 06, 2024

SELL
$220.07 - $288.88 $1.23 Million - $1.61 Million
-5,581 Reduced 19.61%
22,881 $6.55 Million
Q2 2023

Aug 08, 2023

BUY
$172.03 - $209.11 $537,937 - $653,886
3,127 Added 12.34%
28,462 $5.58 Million
Q1 2023

Dec 12, 2023

SELL
$181.22 - $256.64 $482,226 - $682,919
-2,661 Reduced 9.35%
25,801 $5.24 Million
Q1 2023

May 01, 2023

SELL
$181.22 - $256.64 $8,879 - $12,575
-49 Reduced 0.19%
25,335 $5.14 Million
Q4 2022

Feb 03, 2023

SELL
$209.09 - $249.98 $723,451 - $864,930
-3,460 Reduced 12.0%
25,384 $5.5 Million
Q3 2022

Nov 08, 2022

BUY
$209.97 - $260.0 $268,551 - $332,540
1,279 Added 4.64%
28,844 $6.12 Million
Q2 2022

Aug 09, 2022

BUY
$223.6 - $291.12 $1.51 Million - $1.97 Million
6,753 Added 32.45%
27,565 $6.67 Million
Q1 2022

May 05, 2022

BUY
$255.56 - $336.03 $575,521 - $756,739
2,252 Added 12.13%
20,812 $5.69 Million
Q4 2021

Feb 02, 2022

SELL
$255.01 - $346.61 $1.48 Million - $2.01 Million
-5,802 Reduced 23.82%
18,560 $6.35 Million
Q2 2021

Jul 27, 2021

BUY
$231.0 - $265.21 $26,565 - $30,499
115 Added 0.47%
24,362 $6.26 Million
Q1 2021

Apr 27, 2021

SELL
$216.45 - $252.61 $23,376 - $27,281
-108 Reduced 0.44%
24,247 $5.46 Million
Q4 2020

Jan 29, 2021

SELL
$163.19 - $231.57 $304,022 - $431,414
-1,863 Reduced 7.11%
24,355 $5.64 Million
Q3 2020

Nov 10, 2020

BUY
$146.02 - $169.56 $22,341 - $25,942
153 Added 0.59%
26,218 $4.21 Million
Q2 2020

Aug 07, 2020

BUY
$110.6 - $155.96 $112,259 - $158,299
1,015 Added 4.05%
26,065 $3.67 Million
Q1 2020

Apr 28, 2020

BUY
$107.02 - $165.72 $183,111 - $283,546
1,711 Added 7.33%
25,050 $2.91 Million
Q4 2019

Feb 12, 2020

SELL
$143.18 - $162.37 $3.02 Million - $3.43 Million
-21,109 Reduced 47.49%
23,339 $3.53 Million
Q3 2019

Oct 29, 2019

BUY
$144.99 - $161.58 $858,050 - $956,230
5,918 Added 15.36%
44,448 $6.5 Million
Q2 2019

Jul 30, 2019

BUY
$127.44 - $148.32 $1.21 Million - $1.41 Million
9,501 Added 32.73%
38,530 $5.57 Million
Q1 2019

Apr 22, 2019

BUY
$107.77 - $127.22 $2,802 - $3,307
26 Added 0.09%
29,029 $3.66 Million
Q3 2018

Oct 24, 2018

SELL
$125.9 - $142.32 $1.59 Million - $1.79 Million
-12,597 Reduced 30.28%
29,003 $3.65 Million
Q1 2018

May 11, 2018

SELL
$90.49 - $101.12 $2.71 Million - $3.02 Million
-29,894 Reduced 41.81%
41,600 $3.97 Million
Q1 2018

Apr 19, 2018

BUY
$90.49 - $101.12 $3.04 Million - $3.39 Million
33,572 Added 88.53%
71,494 $6.83 Million
Q4 2017

Jan 24, 2018

BUY
$82.75 - $97.54 $1,820 - $2,145
22 Added 0.06%
37,922 $3.68 Million
Q3 2017

Oct 17, 2017

BUY
$79.78 - $85.07 $3.02 Million - $3.22 Million
37,900
37,900 $3.22 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 $14.7B
  • 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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