A detailed history of Oppenheimer & CO Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Oppenheimer & CO Inc holds 829 shares of MORN stock, worth $279,845. This represents 0.0% of its overall portfolio holdings.

Number of Shares
829
Previous 906 8.5%
Holding current value
$279,845
Previous $268,000 1.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024

SELL
$295.85 - $326.31 $22,780 - $25,125
-77 Reduced 8.5%
829 $264,000
Q2 2024

Aug 07, 2024

BUY
$282.65 - $315.06 $256,080 - $285,444
906 New
906 $268,000
Q1 2020

May 08, 2020

SELL
$107.02 - $165.72 $179,900 - $278,575
-1,681 Closed
0 $0
Q4 2019

Feb 07, 2020

BUY
$143.18 - $162.37 $240,685 - $272,943
1,681 New
1,681 $254,000
Q3 2019

Oct 31, 2019

SELL
$144.99 - $161.58 $324,197 - $361,292
-2,236 Closed
0 $0
Q2 2019

Aug 09, 2019

SELL
$127.44 - $148.32 $16,567 - $19,281
-130 Reduced 5.49%
2,236 $323,000
Q1 2019

Apr 24, 2019

SELL
$107.77 - $127.22 $19,614 - $23,154
-182 Reduced 7.14%
2,366 $298,000
Q4 2018

Jan 29, 2019

BUY
$105.5 - $130.7 $5,802 - $7,188
55 Added 2.21%
2,548 $280,000
Q3 2018

Oct 26, 2018

BUY
$125.9 - $142.32 $313,868 - $354,803
2,493 New
2,493 $314,000

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 $14.3B
  • 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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