A detailed history of Oregon Public Employees Retirement Fund transactions in Morningstar, Inc. stock. As of the latest transaction made, Oregon Public Employees Retirement Fund holds 5,517 shares of MORN stock, worth $1.96 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,517
Previous 5,417 1.85%
Holding current value
$1.96 Million
Previous $1.6 Million 9.86%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 28, 2024

BUY
$295.85 - $326.31 $29,585 - $32,631
100 Added 1.85%
5,517 $1.76 Million
Q2 2024

Aug 01, 2024

SELL
$282.65 - $315.06 $282,650 - $315,060
-1,000 Reduced 15.58%
5,417 $1.6 Million
Q1 2024

May 02, 2024

SELL
$272.04 - $310.74 $257,077 - $293,649
-945 Reduced 12.84%
6,417 $1.98 Million
Q4 2023

Feb 12, 2024

BUY
$220.07 - $288.88 $13,644 - $17,910
62 Added 0.85%
7,362 $2.11 Million
Q3 2023

Oct 26, 2023

BUY
$194.0 - $255.43 $1.42 Million - $1.86 Million
7,300 New
7,300 $1.71 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 $15.1B
  • 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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