A detailed history of Nisa Investment Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Nisa Investment Advisors, LLC holds 184 shares of MORN stock, worth $62,361. This represents 0.0% of its overall portfolio holdings.

Number of Shares
184
Previous 196 6.12%
Holding current value
$62,361
Previous $57,000 1.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

SELL
$295.85 - $326.31 $3,550 - $3,915
-12 Reduced 6.12%
184 $58,000
Q2 2024

Jul 19, 2024

BUY
$282.65 - $315.06 $15,263 - $17,013
54 Added 38.03%
196 $57,000
Q1 2024

May 01, 2024

BUY
$272.04 - $310.74 $3,264 - $3,728
12 Added 9.23%
142 $43,000
Q4 2023

Jan 25, 2024

BUY
$220.07 - $288.88 $1,100 - $1,444
5 Added 4.0%
130 $37,000
Q2 2023

Aug 11, 2023

BUY
$172.03 - $209.11 $21,503 - $26,138
125 New
125 $24,000
Q4 2022

Feb 02, 2023

SELL
$209.09 - $249.98 $144,899 - $173,236
-693 Reduced 30.54%
1,576 $341,000
Q3 2022

Nov 07, 2022

BUY
$209.97 - $260.0 $155,797 - $192,920
742 Added 48.59%
2,269 $493,000
Q2 2022

Aug 03, 2022

BUY
$223.6 - $291.12 $336,965 - $438,717
1,507 Added 7535.0%
1,527 $369,000
Q4 2021

Feb 03, 2022

SELL
$255.01 - $346.61 $3.13 Million - $4.26 Million
-12,280 Reduced 99.84%
20 $6,000
Q3 2021

Oct 18, 2021

BUY
$244.27 - $281.46 $3 Million - $3.46 Million
12,280 Added 61400.0%
12,300 $3.19 Million
Q4 2020

Jan 25, 2021

BUY
$163.19 - $231.57 $3,263 - $4,631
20 New
20 $5,000
Q4 2018

Jan 17, 2019

SELL
$105.5 - $130.7 $1.71 Million - $2.11 Million
-16,181 Closed
0 $0
Q3 2018

Oct 16, 2018

BUY
$125.9 - $142.32 $2.04 Million - $2.3 Million
16,181 New
16,181 $2.04 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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