A detailed history of Global Retirement Partners, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 27 shares of MORN stock, worth $8,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27
Previous 20 35.0%
Holding current value
$8,540
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 23, 2024

BUY
$282.65 - $315.06 $1,978 - $2,205
7 Added 35.0%
27 $7,000
Q1 2024

Apr 23, 2024

BUY
$272.04 - $310.74 $2,176 - $2,485
8 Added 66.67%
20 $6,000
Q2 2023

Jul 20, 2023

BUY
$172.03 - $209.11 $1,032 - $1,254
6 Added 100.0%
12 $2,000
Q1 2023

May 05, 2023

BUY
$181.22 - $256.64 $1,087 - $1,539
6 New
6 $1,000
Q3 2020

Oct 09, 2020

SELL
$146.02 - $169.56 $584 - $678
-4 Closed
0 $0
Q2 2019

Nov 19, 2019

BUY
$127.44 - $148.32 $509 - $593
4 New
4 $1,000
Q4 2018

Feb 22, 2019

SELL
$105.5 - $130.7 $3,692 - $4,574
-35 Closed
0 $0
Q4 2017

Aug 13, 2018

BUY
$82.75 - $97.54 $2,896 - $3,413
35
35 $3,000

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 $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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.