A detailed history of Oak Thistle LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Oak Thistle LLC holds 1,450 shares of MORN stock, worth $484,836. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,450
Holding current value
$484,836
% of portfolio
0.16%

Shares

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

Nov 12, 2024

BUY
$295.85 - $326.31 $428,982 - $473,149
1,450 New
1,450 $462,000
Q2 2023

Jul 26, 2023

BUY
$172.03 - $209.11 $573,892 - $697,590
3,336 New
3,336 $654,000
Q2 2022

Aug 01, 2022

SELL
$223.6 - $291.12 $575,322 - $749,051
-2,573 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$255.56 - $336.03 $657,555 - $864,605
2,573 New
2,573 $703,000

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 $14.2B
  • 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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