A detailed history of Mml Investors Services, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Mml Investors Services, LLC holds 3,999 shares of MORN stock, worth $1.28 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,999
Previous 5,770 30.69%
Holding current value
$1.28 Million
Previous $1.78 Million 33.5%
% of portfolio
0.0%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$282.65 - $315.06 $500,573 - $557,971
-1,771 Reduced 30.69%
3,999 $1.18 Million
Q1 2024

May 14, 2024

BUY
$272.04 - $310.74 $147,989 - $169,042
544 Added 10.41%
5,770 $1.78 Million
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $335,386 - $440,253
1,524 Added 41.17%
5,226 $1.5 Million
Q3 2023

Nov 14, 2023

BUY
$194.0 - $255.43 $102,432 - $134,867
528 Added 16.64%
3,702 $867,000
Q2 2023

Aug 14, 2023

BUY
$172.03 - $209.11 $176,846 - $214,965
1,028 Added 47.9%
3,174 $622,000
Q1 2023

May 12, 2023

SELL
$181.22 - $256.64 $73,031 - $103,425
-403 Reduced 15.81%
2,146 $436,000
Q4 2022

Feb 13, 2023

BUY
$209.09 - $249.98 $43,908 - $52,495
210 Added 8.98%
2,549 $552,000
Q3 2022

Nov 14, 2022

BUY
$209.97 - $260.0 $18,477 - $22,880
88 Added 3.91%
2,339 $497,000
Q2 2022

Aug 12, 2022

BUY
$223.6 - $291.12 $242,829 - $316,156
1,086 Added 93.22%
2,251 $544,000
Q1 2022

May 13, 2022

BUY
$255.56 - $336.03 $67,978 - $89,383
266 Added 29.59%
1,165 $318,000
Q4 2021

Feb 14, 2022

BUY
$255.01 - $346.61 $229,253 - $311,602
899 New
899 $307,000
Q1 2021

May 14, 2021

SELL
$216.45 - $252.61 $278,138 - $324,603
-1,285 Closed
0 $0
Q4 2020

Feb 12, 2021

SELL
$163.19 - $231.57 $53,526 - $75,954
-328 Reduced 20.33%
1,285 $298,000
Q3 2020

Nov 13, 2020

SELL
$146.02 - $169.56 $19,566 - $22,721
-134 Reduced 7.67%
1,613 $259,000
Q2 2020

Aug 14, 2020

SELL
$110.6 - $155.96 $995 - $1,403
-9 Reduced 0.51%
1,747 $246,000
Q1 2020

May 14, 2020

BUY
$107.02 - $165.72 $321 - $497
3 Added 0.17%
1,756 $204,000
Q4 2019

Feb 11, 2020

SELL
$143.18 - $162.37 $23,338 - $26,466
-163 Reduced 8.51%
1,753 $265,000
Q3 2019

Nov 14, 2019

BUY
$144.99 - $161.58 $22,618 - $25,206
156 Added 8.86%
1,916 $280,000
Q2 2019

Aug 13, 2019

BUY
$127.44 - $148.32 $5,862 - $6,822
46 Added 2.68%
1,760 $255,000
Q1 2019

May 10, 2019

BUY
$107.77 - $127.22 $184,717 - $218,055
1,714 New
1,714 $216,000

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 $13.5B
  • 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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