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 $9,181. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27
Previous 27 -0.0%
Holding current value
$9,181
Previous $7,000 14.29%
% 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 $14.4B
  • 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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