A detailed history of Inceptionr LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Inceptionr LLC holds 2,247 shares of MORN stock, worth $686,413. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,247
Previous 1,103 103.72%
Holding current value
$686,413
Previous $316 Million 119.47%
% of portfolio
0.18%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$272.04 - $310.74 $311,213 - $355,486
1,144 Added 103.72%
2,247 $693 Million
Q4 2023

Feb 08, 2024

BUY
$220.07 - $288.88 $242,737 - $318,634
1,103 New
1,103 $316 Million
Q4 2022

Feb 14, 2023

BUY
$209.09 - $249.98 $326,389 - $390,218
1,561 New
1,561 $338 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 $13B
  • 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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