A detailed history of Jones Financial Companies Lllp transactions in Morningstar, Inc. stock. As of the latest transaction made, Jones Financial Companies Lllp holds 61 shares of MORN stock, worth $20,786. This represents 0.0% of its overall portfolio holdings.

Number of Shares
61
Previous 43 41.86%
Holding current value
$20,786
Previous $12,000 58.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$295.85 - $326.31 $5,325 - $5,873
18 Added 41.86%
61 $19,000
Q2 2024

Aug 14, 2024

BUY
$282.65 - $315.06 $1,413 - $1,575
5 Added 13.16%
43 $12,000
Q1 2024

May 14, 2024

BUY
$272.04 - $310.74 $10,337 - $11,808
38 New
38 $11,000
Q2 2022

Aug 08, 2022

SELL
$223.6 - $291.12 $22,360 - $29,112
-100 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$255.56 - $336.03 $25,556 - $33,603
100 New
100 $27,000

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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