A detailed history of Harbor Capital Advisors, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Harbor Capital Advisors, Inc. holds 5,589 shares of MORN stock, worth $1.98 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,589
Previous 2,637 111.95%
Holding current value
$1.98 Million
Previous $780,000 128.72%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 29, 2024

BUY
$295.85 - $326.31 $873,349 - $963,267
2,952 Added 111.95%
5,589 $1.78 Million
Q2 2024

Jul 09, 2024

BUY
$282.65 - $315.06 $556,820 - $620,668
1,970 Added 295.35%
2,637 $780,000
Q1 2024

May 13, 2024

BUY
$272.04 - $310.74 $32,372 - $36,978
119 Added 21.72%
667 $206,000
Q4 2023

Jan 08, 2024

SELL
$220.07 - $288.88 $24,427 - $32,065
-111 Reduced 16.84%
548 $156,000
Q3 2023

Oct 20, 2023

SELL
$194.0 - $255.43 $18,624 - $24,521
-96 Reduced 12.72%
659 $154,000
Q2 2023

Jul 11, 2023

BUY
$172.03 - $209.11 $25,460 - $30,948
148 Added 24.38%
755 $148,000
Q1 2023

Apr 26, 2023

BUY
$181.22 - $256.64 $49,835 - $70,576
275 Added 82.83%
607 $123,000
Q4 2022

Jan 20, 2023

SELL
$209.09 - $249.98 $5,645 - $6,749
-27 Reduced 7.52%
332 $0
Q3 2022

Oct 28, 2022

SELL
$209.97 - $260.0 $56,901 - $70,460
-271 Reduced 43.02%
359 $76,000
Q2 2022

Jul 26, 2022

BUY
$223.6 - $291.12 $7,602 - $9,898
34 Added 5.7%
630 $152,000
Q1 2022

Apr 28, 2022

BUY
$255.56 - $336.03 $152,313 - $200,273
596 New
596 $163,000

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 $15.1B
  • 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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