A detailed history of Four Thought Financial, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Four Thought Financial, LLC holds 63 shares of MORN stock, worth $21,468. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63
Previous 46 36.96%
Holding current value
$21,468
Previous $11,000 18.18%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 21, 2022

BUY
$209.97 - $260.0 $3,569 - $4,420
17 Added 36.96%
63 $13,000
Q2 2022

Aug 12, 2022

BUY
$223.6 - $291.12 $1,341 - $1,746
6 Added 15.0%
46 $11,000
Q4 2021

Jan 14, 2022

SELL
$255.01 - $346.61 $1,020 - $1,386
-4 Reduced 9.09%
40 $14,000
Q2 2021

Nov 12, 2021

SELL
$231.0 - $265.21 $924 - $1,060
-4 Reduced 8.33%
44 $11,000
Q4 2020

Nov 12, 2021

BUY
$163.19 - $231.57 $7,833 - $11,115
48 New
48 $11,000

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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