A detailed history of Janiczek Wealth Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 48 shares of MORN stock, worth $16,356. This represents 0.0% of its overall portfolio holdings.

Number of Shares
48
Previous 48 -0.0%
Holding current value
$16,356
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 13, 2023

SELL
$194.0 - $255.43 $1,552 - $2,043
-8 Reduced 14.29%
48 $11,000
Q2 2023

Jul 11, 2023

SELL
$172.03 - $209.11 $3,612 - $4,391
-21 Reduced 27.27%
56 $10,000
Q1 2023

Apr 21, 2023

SELL
$181.22 - $256.64 $15,766 - $22,327
-87 Reduced 53.05%
77 $15,000
Q4 2022

Jan 20, 2023

BUY
$209.09 - $249.98 $3,972 - $4,749
19 Added 13.1%
164 $0
Q3 2022

Oct 17, 2022

SELL
$209.97 - $260.0 $11,548 - $14,300
-55 Reduced 27.5%
145 $31,000
Q2 2022

Aug 03, 2022

SELL
$223.6 - $291.12 $21,912 - $28,529
-98 Reduced 32.89%
200 $51,000
Q1 2022

May 05, 2022

BUY
$255.56 - $336.03 $8,177 - $10,752
32 Added 12.03%
298 $81,000
Q4 2021

Feb 02, 2022

BUY
$255.01 - $346.61 $3,315 - $4,505
13 Added 5.14%
266 $91,000
Q3 2021

Oct 19, 2021

BUY
$244.27 - $281.46 $3,664 - $4,221
15 Added 6.3%
253 $66,000
Q2 2021

Jul 28, 2021

BUY
$231.0 - $265.21 $3,003 - $3,447
13 Added 5.78%
238 $61,000
Q1 2021

Apr 28, 2021

BUY
$216.45 - $252.61 $8,008 - $9,346
37 Added 19.68%
225 $51,000
Q4 2020

Jan 26, 2021

BUY
$163.19 - $231.57 $20,888 - $29,640
128 Added 213.33%
188 $44,000
Q3 2020

Oct 19, 2020

BUY
$146.02 - $169.56 $8,761 - $10,173
60 New
60 $10,000

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 $14.5B
  • 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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