A detailed history of Lindbrook Capital, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Lindbrook Capital, LLC holds 79 shares of MORN stock, worth $26,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares
79
Previous 52 51.92%
Holding current value
$26,920
Previous $15,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 01, 2024

BUY
$295.85 - $326.31 $7,987 - $8,810
27 Added 51.92%
79 $25,000
Q4 2023

Jan 31, 2024

SELL
$220.07 - $288.88 $440 - $577
-2 Reduced 3.7%
52 $14,000
Q3 2023

Oct 25, 2023

SELL
$194.0 - $255.43 $1,164 - $1,532
-6 Reduced 10.0%
54 $12,000
Q2 2023

Jul 28, 2023

BUY
$172.03 - $209.11 $8,085 - $9,828
47 Added 361.54%
60 $11,000
Q1 2023

Apr 26, 2023

BUY
$181.22 - $256.64 $1,630 - $2,309
9 Added 225.0%
13 $2,000
Q4 2022

Jan 24, 2023

BUY
$209.09 - $249.98 $836 - $999
4 New
4 $0
Q2 2022

Aug 01, 2022

SELL
$223.6 - $291.12 $894 - $1,164
-4 Reduced 25.0%
12 $3,000
Q1 2022

Apr 21, 2022

BUY
$255.56 - $336.03 $2,300 - $3,024
9 Added 128.57%
16 $4,000
Q1 2021

Apr 28, 2021

BUY
$216.45 - $252.61 $1,515 - $1,768
7 New
7 $2,000

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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