A detailed history of Martin Capital Advisors, LLP transactions in Morningstar, Inc. stock. As of the latest transaction made, Martin Capital Advisors, LLP holds 4,452 shares of MORN stock, worth $1.52 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
4,452
Previous 4,382 1.6%
Holding current value
$1.52 Million
Previous $1.3 Million 9.57%
% of portfolio
1.01%
Previous 0.97%

Shares

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

Oct 11, 2024

BUY
$295.85 - $326.31 $20,709 - $22,841
70 Added 1.6%
4,452 $1.42 Million
Q2 2024

Jul 30, 2024

BUY
$282.65 - $315.06 $7,348 - $8,191
26 Added 0.6%
4,382 $1.3 Million
Q4 2023

Jan 31, 2024

BUY
$220.07 - $288.88 $16,945 - $22,243
77 Added 1.8%
4,356 $1.25 Million
Q3 2023

Oct 16, 2023

BUY
$194.0 - $255.43 $38,800 - $51,086
200 Added 4.9%
4,279 $1 Million
Q1 2023

May 01, 2023

SELL
$181.22 - $256.64 $65,239 - $92,390
-360 Reduced 8.11%
4,079 $828,000
Q4 2022

Feb 13, 2023

BUY
$209.09 - $249.98 $95,135 - $113,740
455 Added 11.42%
4,439 $961,000
Q3 2022

Oct 12, 2022

SELL
$209.97 - $260.0 $157,477 - $195,000
-750 Reduced 15.84%
3,984 $846,000
Q1 2022

May 05, 2022

BUY
$255.56 - $336.03 $8,944 - $11,761
35 Added 0.74%
4,734 $1.29 Million
Q4 2021

Feb 08, 2022

BUY
$255.01 - $346.61 $1.2 Million - $1.63 Million
4,699 New
4,699 $1.61 Million

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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