A detailed history of Mutual Of America Capital Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Mutual Of America Capital Management LLC holds 14,584 shares of MORN stock, worth $5.08 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,584
Previous 14,931 2.32%
Holding current value
$5.08 Million
Previous $4.42 Million 5.37%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 06, 2024

SELL
$295.85 - $326.31 $102,659 - $113,229
-347 Reduced 2.32%
14,584 $4.65 Million
Q2 2024

Aug 09, 2024

SELL
$282.65 - $315.06 $165,915 - $184,940
-587 Reduced 3.78%
14,931 $4.42 Million
Q1 2024

May 02, 2024

SELL
$272.04 - $310.74 $156,967 - $179,296
-577 Reduced 3.58%
15,518 $4.79 Million
Q4 2023

Jan 26, 2024

SELL
$220.07 - $288.88 $179,577 - $235,726
-816 Reduced 4.83%
16,095 $4.61 Million
Q3 2023

Nov 09, 2023

BUY
$194.0 - $255.43 $3.28 Million - $4.32 Million
16,911 New
16,911 $3.96 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 $14.8B
  • 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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