A detailed history of George Kaiser Family Foundation transactions in Morningstar, Inc. stock. As of the latest transaction made, George Kaiser Family Foundation holds 7,693 shares of MORN stock, worth $2.43 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
7,693
Previous 7,693 -0.0%
Holding current value
$2.43 Million
Previous $2.28 Million 7.87%
% of portfolio
0.38%
Previous 0.4%

Shares

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

Aug 02, 2024

BUY
$282.65 - $315.06 $15,545 - $17,328
55 Added 0.72%
7,693 $2.28 Million
Q4 2023

Feb 09, 2024

SELL
$220.07 - $288.88 $1.48 Million - $1.94 Million
-6,716 Reduced 46.79%
7,638 $2.19 Million
Q3 2023

Nov 13, 2023

SELL
$194.0 - $255.43 $472,584 - $622,227
-2,436 Reduced 14.51%
14,354 $3.36 Million
Q1 2023

May 10, 2023

BUY
$181.22 - $256.64 $163,098 - $230,976
900 Added 5.66%
16,790 $3.41 Million
Q4 2022

Feb 13, 2023

BUY
$209.09 - $249.98 $166,226 - $198,734
795 Added 5.27%
15,890 $3.44 Million
Q3 2022

Nov 04, 2022

BUY
$209.97 - $260.0 $314,325 - $389,220
1,497 Added 11.01%
15,095 $3.21 Million
Q2 2022

Aug 05, 2022

BUY
$223.6 - $291.12 $737,656 - $960,404
3,299 Added 32.03%
13,598 $3.29 Million
Q1 2022

May 11, 2022

BUY
$255.56 - $336.03 $4,600 - $6,048
18 Added 0.18%
10,299 $2.81 Million
Q3 2021

Nov 12, 2021

BUY
$244.27 - $281.46 $88,670 - $102,169
363 Added 3.66%
10,281 $2.66 Million
Q2 2021

Aug 12, 2021

BUY
$231.0 - $265.21 $2.29 Million - $2.63 Million
9,918 New
9,918 $2.55 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 $13.4B
  • 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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