Lpl Financial LLC Morningstar, Inc. Transaction History

Lpl Financial LLC

$283 Billion
Q2 2025

A detailed history of Lpl Financial LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 6,315 shares of MORN stock, worth $1.63 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,315

Previous 5,836 8.21%

Holding current value

$1.63 Million

Previous $1.75 Million 13.26%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$255.31 - $313.93 $122,293 - $150,372	479 Added 8.21%	6,315 $1.98 Million
Q1 2025 May 07, 2025	BUY	$282.49 - $334.73 $210,172 - $249,039	744 Added 14.61%	5,836 $1.75 Million
Q4 2024 Feb 11, 2025	BUY	$312.56 - $358.78 $190,661 - $218,855	610 Added 13.61%	5,092 $1.71 Million
Q3 2024 Nov 08, 2024	BUY	$295.85 - $326.31 $133,724 - $147,492	452 Added 11.22%	4,482 $1.43 Million
Q2 2024 Aug 07, 2024	BUY	$282.65 - $315.06 $121,256 - $135,160	429 Added 11.91%	4,030 $1.19 Million
Q1 2024 May 10, 2024	SELL	$272.04 - $310.74 $1.05 Million - $1.2 Million	-3,876 Reduced 51.84%	3,601 $1.11 Million
Q4 2023 Feb 14, 2024	BUY	$220.07 - $288.88 $377,199 - $495,140	1,714 Added 29.74%	7,477 $2.14 Million
Q3 2023 Nov 13, 2023	BUY	$194.0 - $255.43 $351,916 - $463,350	1,814 Added 45.94%	5,763 $1.35 Million
Q2 2023 Jul 31, 2023	BUY	$172.03 - $209.11 $232,240 - $282,298	1,350 Added 51.94%	3,949 $774,000
Q1 2023 May 10, 2023	BUY	$181.22 - $256.64 $150,593 - $213,267	831 Added 47.0%	2,599 $527,000
Q4 2022 Feb 07, 2023	BUY	$209.09 - $249.98 $30,318 - $36,247	145 Added 8.93%	1,768 $382,000
Q3 2022 Nov 14, 2022	SELL	$209.97 - $260.0 $70,759 - $87,620	-337 Reduced 17.19%	1,623 $345,000
Q2 2022 Aug 12, 2022	SELL	$223.6 - $291.12 $9,391 - $12,227	-42 Reduced 2.1%	1,960 $474,000
Q1 2022 May 16, 2022	SELL	$255.56 - $336.03 $130,080 - $171,039	-509 Reduced 20.27%	2,002 $547,000
Q4 2021 Feb 14, 2022	SELL	$255.01 - $346.61 $21,675 - $29,461	-85 Reduced 3.27%	2,511 $859,000
Q3 2021 Nov 15, 2021	BUY	$244.27 - $281.46 $255,750 - $294,688	1,047 Added 67.59%	2,596 $673,000
Q2 2021 Aug 13, 2021	BUY	$231.0 - $265.21 $125,433 - $144,009	543 Added 53.98%	1,549 $398,000
Q1 2021 May 14, 2021	BUY	$216.45 - $252.61 $11,471 - $13,388	53 Added 5.56%	1,006 $226,000
Q4 2020 Feb 12, 2021	BUY	$163.19 - $231.57 $155,520 - $220,686	953 New	953 $221,000

Others Institutions Holding MORN

# of Institutions

501

Shares Held

26.1M

Call Options Held

12.4K

Put Options Held

3.7K

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $11B
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...

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Lpl Financial LLC Morningstar, Inc. Transaction History