A detailed history of Mercer Global Advisors Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Mercer Global Advisors Inc holds 1,273 shares of MORN stock, worth $440,725. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,273
Previous 956 33.16%
Holding current value
$440,725
Previous $282,000 43.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$295.85 - $326.31 $93,784 - $103,440
317 Added 33.16%
1,273 $406,000
Q2 2024

Aug 12, 2024

SELL
$282.65 - $315.06 $12,436 - $13,862
-44 Reduced 4.4%
956 $282,000
Q1 2024

May 15, 2024

SELL
$272.04 - $310.74 $17,954 - $20,508
-66 Reduced 6.19%
1,000 $310,000
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $19,586 - $25,710
89 Added 9.11%
1,066 $305,000
Q3 2023

Nov 13, 2023

BUY
$194.0 - $255.43 $189,538 - $249,555
977 New
977 $229,000
Q2 2022

Aug 10, 2022

BUY
$223.6 - $291.12 $186,035 - $242,211
832 New
832 $201,000

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 $14.7B
  • 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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