A detailed history of North Star Investment Management Corp. transactions in Morningstar, Inc. stock. As of the latest transaction made, North Star Investment Management Corp. holds 577 shares of MORN stock, worth $196,624. This represents 0.01% of its overall portfolio holdings.

Number of Shares
577
Previous 577 -0.0%
Holding current value
$196,624
Previous $170,000 8.24%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$272.04 - $310.74 $6,801 - $7,768
-25 Reduced 4.15%
577 $177,000
Q4 2023

Jan 10, 2024

SELL
$220.07 - $288.88 $2,200 - $2,888
-10 Reduced 1.63%
602 $172,000
Q4 2022

Jan 11, 2023

SELL
$209.09 - $249.98 $20,909 - $24,998
-100 Reduced 14.04%
612 $0
Q1 2022

May 03, 2022

SELL
$255.56 - $336.03 $10,222 - $13,441
-40 Reduced 5.32%
712 $194,000
Q4 2021

Feb 07, 2022

BUY
$255.01 - $346.61 $39,526 - $53,724
155 Added 25.96%
752 $257,000
Q2 2021

Jul 13, 2021

BUY
$231.0 - $265.21 $16,632 - $19,095
72 Added 13.71%
597 $153,000
Q4 2020

Jan 12, 2021

BUY
$163.19 - $231.57 $32,638 - $46,314
200 Added 61.54%
525 $122,000
Q3 2019

Oct 03, 2019

BUY
$144.99 - $161.58 $47,121 - $52,513
325 New
325 $47,000
Q2 2019

Jul 15, 2019

SELL
$127.44 - $148.32 $41,418 - $48,204
-325 Closed
0 $0
Q4 2017

Jan 11, 2018

BUY
$82.75 - $97.54 $10,343 - $12,192
125 Added 62.5%
325 $32,000
Q3 2017

Oct 06, 2017

BUY
$79.78 - $85.07 $15,956 - $17,014
200
200 $17,000

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 $14.5B
  • 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
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