A detailed history of Motley Fool Wealth Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Motley Fool Wealth Management, LLC holds 24,465 shares of MORN stock, worth $8.29 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
24,465
Previous 24,808 1.38%
Holding current value
$8.29 Million
Previous $7.34 Million 6.38%
% of portfolio
0.42%
Previous 0.4%

Shares

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

Nov 14, 2024

SELL
$295.85 - $326.31 $101,476 - $111,924
-343 Reduced 1.38%
24,465 $7.81 Million
Q2 2024

Aug 08, 2024

BUY
$282.65 - $315.06 $288,868 - $321,991
1,022 Added 4.3%
24,808 $7.34 Million
Q1 2024

May 08, 2024

SELL
$272.04 - $310.74 $60,664 - $69,295
-223 Reduced 0.93%
23,786 $7.33 Million
Q4 2023

Feb 02, 2024

SELL
$220.07 - $288.88 $49,735 - $65,286
-226 Reduced 0.93%
24,009 $6.87 Million
Q3 2023

Nov 13, 2023

BUY
$194.0 - $255.43 $11,252 - $14,814
58 Added 0.24%
24,235 $5.68 Million
Q2 2023

Aug 09, 2023

BUY
$172.03 - $209.11 $4.16 Million - $5.06 Million
24,177 New
24,177 $4.74 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 $14.4B
  • 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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