A detailed history of Globeflex Capital L P transactions in Morningstar, Inc. stock. As of the latest transaction made, Globeflex Capital L P holds 8,835 shares of MORN stock, worth $2.98 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,835
Holding current value
$2.98 Million
% of portfolio
0.27%

Shares

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

Nov 13, 2024

BUY
$295.85 - $326.31 $2.61 Million - $2.88 Million
8,835 New
8,835 $2.82 Million
Q2 2021

Aug 12, 2021

SELL
$231.0 - $265.21 $612,150 - $702,806
-2,650 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$216.45 - $252.61 $21,645 - $25,261
100 Added 3.92%
2,650 $596,000
Q4 2020

Feb 11, 2021

BUY
$163.19 - $231.57 $416,134 - $590,503
2,550 New
2,550 $591,000

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 $14.3B
  • 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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