A detailed history of Intech Investment Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Intech Investment Management LLC holds 7,773 shares of MORN stock, worth $2.63 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,773
Holding current value
$2.63 Million
% of portfolio
0.03%

Shares

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

Nov 08, 2024

BUY
$295.85 - $326.31 $2.3 Million - $2.54 Million
7,773 New
7,773 $2.48 Million
Q1 2023

Oct 18, 2024

BUY
$181.22 - $256.64 $463,923 - $656,998
2,560 New
2,560 $519,000
Q1 2023

May 10, 2023

SELL
$181.22 - $256.64 $267,299 - $378,544
-1,475 Reduced 36.56%
2,560 $519,000
Q3 2022

Oct 18, 2024

BUY
$209.97 - $260.0 $847,228 - $1.05 Million
4,035 New
4,035 $856,000
Q3 2022

Nov 10, 2022

BUY
$209.97 - $260.0 $847,228 - $1.05 Million
4,035 New
4,035 $857,000

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
Track This Portfolio

Track Intech Investment Management LLC Portfolio

Follow Intech Investment Management 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 Intech Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intech Investment Management LLC with notifications on news.