A detailed history of National Bank Of Canada transactions in Morningstar, Inc. stock. As of the latest transaction made, National Bank Of Canada holds 14,108 shares of MORN stock, worth $4.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,108
Previous 28,229 50.02%
Holding current value
$4.5 Million
Previous $8.7 Million 52.06%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 02, 2024

SELL
$282.65 - $315.06 $3.99 Million - $4.45 Million
-14,121 Reduced 50.02%
14,108 $4.17 Million
Q1 2024

May 13, 2024

BUY
$272.04 - $310.74 $1.38 Million - $1.58 Million
5,071 Added 21.9%
28,229 $8.7 Million
Q4 2023

Feb 06, 2024

SELL
$220.07 - $288.88 $22.5 Million - $29.5 Million
-102,045 Reduced 81.5%
23,158 $6.63 Million
Q3 2023

Oct 10, 2023

SELL
$194.0 - $255.43 $3.3 Million - $4.34 Million
-16,998 Reduced 11.95%
125,203 $29.3 Million
Q2 2023

Jul 26, 2023

BUY
$172.03 - $209.11 $19.6 Million - $23.8 Million
114,000 Added 404.24%
142,201 $27.9 Million
Q1 2023

Apr 12, 2023

SELL
$181.22 - $256.64 $725,061 - $1.03 Million
-4,001 Reduced 12.42%
28,201 $5.73 Million
Q4 2022

Jan 24, 2023

SELL
$209.09 - $249.98 $5.64 Million - $6.75 Million
-26,991 Reduced 45.6%
32,202 $0
Q3 2022

Oct 13, 2022

BUY
$209.97 - $260.0 $5.25 Million - $6.5 Million
25,000 Added 73.11%
59,193 $12.6 Million
Q2 2022

Jul 28, 2022

BUY
$223.6 - $291.12 $448,988 - $584,568
2,008 Added 6.24%
34,193 $8.26 Million
Q1 2022

May 05, 2022

BUY
$255.56 - $336.03 $4.86 Million - $6.38 Million
19,000 Added 144.1%
32,185 $8.83 Million
Q4 2021

Jan 24, 2022

BUY
$255.01 - $346.61 $3.36 Million - $4.57 Million
13,185 New
13,185 $4.49 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 $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
Track This Portfolio

Track National Bank Of Canada Portfolio

Follow National Bank Of Canada and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of National Bank Of Canada , based on Form 13F filings with the SEC.

News

Stay updated on National Bank Of Canada with notifications on news.