A detailed history of Motley Fool Asset Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Motley Fool Asset Management LLC holds 14,434 shares of MORN stock, worth $4.87 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
14,434
Previous 14,197 1.67%
Holding current value
$4.87 Million
Previous $4.2 Million 9.67%
% of portfolio
0.28%
Previous 0.29%

Shares

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

Nov 14, 2024

BUY
$295.85 - $326.31 $70,116 - $77,335
237 Added 1.67%
14,434 $4.61 Million
Q2 2024

Aug 08, 2024

SELL
$282.65 - $315.06 $166,198 - $185,255
-588 Reduced 3.98%
14,197 $4.2 Million
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $26,659 - $30,452
98 Added 0.67%
14,785 $4.56 Million
Q1 2024

May 08, 2024

SELL
$272.04 - $310.74 $133,299 - $152,262
-490 Reduced 3.23%
14,687 $4.53 Million
Q4 2023

Feb 02, 2024

SELL
$220.07 - $288.88 $75,484 - $99,085
-343 Reduced 2.21%
15,177 $4.34 Million
Q3 2023

Nov 13, 2023

SELL
$194.0 - $255.43 $85,554 - $112,644
-441 Reduced 2.76%
15,520 $3.64 Million
Q2 2023

Aug 09, 2023

BUY
$172.03 - $209.11 $2.75 Million - $3.34 Million
15,961 New
15,961 $3.13 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 $14.3B
  • 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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