Marks Group Wealth Management, Inc Morningstar, Inc. Transaction History

Marks Group Wealth Management, Inc

$996 Million
Q1 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 25,821 shares of MORN stock, worth $7.96 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

25,821

Previous 25,261 2.22%

Holding current value

$7.96 Million

Previous $8.51 Million 8.98%

% of portfolio

0.78%

Previous 0.88%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$282.49 - $334.73 $158,194 - $187,448	560 Added 2.22%	25,821 $7.74 Million
Q4 2024 Jan 29, 2025	BUY	$312.56 - $358.78 $53,447 - $61,351	171 Added 0.68%	25,261 $8.51 Million
Q3 2024 Oct 30, 2024	BUY	$295.85 - $326.31 $125,144 - $138,029	423 Added 1.71%	25,090 $8.01 Million
Q2 2024 Aug 14, 2024	BUY	$282.65 - $315.06 $89,882 - $100,189	318 Added 1.31%	24,667 $7.3 Million
Q1 2024 Apr 29, 2024	BUY	$272.04 - $310.74 $88,413 - $100,990	325 Added 1.35%	24,349 $7.51 Million
Q4 2023 Feb 01, 2024	SELL	$220.07 - $288.88 $47,094 - $61,820	-214 Reduced 0.88%	24,024 $6.88 Million
Q3 2023 Oct 30, 2023	SELL	$194.0 - $255.43 $88,852 - $116,986	-458 Reduced 1.85%	24,238 $5.68 Million
Q2 2023 Jul 19, 2023	SELL	$172.03 - $209.11 $4,472 - $5,436	-26 Reduced 0.11%	24,696 $4.84 Million
Q1 2023 May 03, 2023	BUY	$181.22 - $256.64 $1.52 Million - $2.15 Million	8,372 Added 51.2%	24,722 $5.02 Million
Q4 2022 Feb 06, 2023	SELL	$209.09 - $249.98 $37,636 - $44,996	-180 Reduced 1.09%	16,350 $3.54 Million
Q3 2022 Nov 10, 2022	BUY	$209.97 - $260.0 $72,229 - $89,440	344 Added 2.13%	16,530 $3.51 Million
Q2 2022 Aug 09, 2022	SELL	$223.6 - $291.12 $82,508 - $107,423	-369 Reduced 2.23%	16,186 $3.91 Million
Q1 2022 May 10, 2022	BUY	$255.56 - $336.03 $207,003 - $272,184	810 Added 5.14%	16,555 $4.52 Million
Q4 2021 Feb 14, 2022	SELL	$255.01 - $346.61 $66,812 - $90,811	-262 Reduced 1.64%	15,745 $4.12 Million
Q3 2021 Nov 15, 2021	SELL	$244.27 - $281.46 $70,594 - $81,341	-289 Reduced 1.77%	16,007 $4.15 Million
Q2 2021 Aug 10, 2021	SELL	$231.0 - $265.21 $58,905 - $67,628	-255 Reduced 1.54%	16,296 $4.2 Million
Q1 2021 May 17, 2021	BUY	$216.45 - $252.61 $13,636 - $15,914	63 Added 0.38%	16,551 $3.73 Million
Q4 2020 Feb 08, 2021	BUY	$163.19 - $231.57 $68,376 - $97,027	419 Added 2.61%	16,488 $3.82 Million
Q3 2020 Nov 10, 2020	BUY	$146.02 - $169.56 $102,214 - $118,692	700 Added 4.55%	16,069 $2.58 Million
Q2 2020 Aug 10, 2020	BUY	$110.6 - $155.96 $660,060 - $930,769	5,968 Added 63.48%	15,369 $2.18 Million
Q1 2020 Apr 23, 2020	BUY	$107.02 - $165.72 $66,459 - $102,912	621 Added 7.07%	9,401 $1.1 Million
Q4 2019 Feb 12, 2020	BUY	$143.18 - $162.37 $1.26 Million - $1.43 Million	8,780 New	8,780 $1.33 Million

Others Institutions Holding MORN

# of Institutions

496

Shares Held

25.7M

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 $13.1B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Account

Marks Group Wealth Management, Inc Morningstar, Inc. Transaction History