A detailed history of Montag A & Associates Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Montag A & Associates Inc holds 6 shares of MORN stock, worth $2,044. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6
Previous 6 -0.0%
Holding current value
$2,044
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$272.04 - $310.74 $1,632 - $1,864
6 New
6 $1,000
Q3 2021

Nov 08, 2021

SELL
$244.27 - $281.46 $9,770 - $11,258
-40 Reduced 2.78%
1,400 $363,000
Q2 2020

Aug 04, 2020

BUY
$110.6 - $155.96 $159,264 - $224,582
1,440 New
1,440 $203,000
Q1 2020

May 06, 2020

SELL
$107.02 - $165.72 $225,812 - $349,669
-2,110 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
$82.75 - $97.54 $174,602 - $205,809
2,110
2,110 $205,000

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 $14.5B
  • 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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