A detailed history of Parallel Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Parallel Advisors, LLC holds 1,275 shares of MORN stock, worth $433,589. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,275
Previous 1,239 2.91%
Holding current value
$433,589
Previous $366,000 10.93%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$295.85 - $326.31 $10,650 - $11,747
36 Added 2.91%
1,275 $406,000
Q2 2024

Aug 08, 2024

BUY
$282.65 - $315.06 $8,479 - $9,451
30 Added 2.48%
1,239 $366,000
Q1 2024

May 06, 2024

BUY
$272.04 - $310.74 $32,100 - $36,667
118 Added 10.82%
1,209 $372,000
Q4 2023

Feb 09, 2024

BUY
$220.07 - $288.88 $7,482 - $9,821
34 Added 3.22%
1,091 $312,000
Q3 2023

May 20, 2024

SELL
$194.0 - $255.43 $1,940 - $2,554
-10 Reduced 0.94%
1,057 $247,000
Q3 2023

Nov 13, 2023

SELL
$194.0 - $255.43 $1,940 - $2,554
-10 Reduced 0.94%
1,057 $247,000
Q2 2023

May 20, 2024

SELL
$172.03 - $209.11 $9,633 - $11,710
-56 Reduced 4.99%
1,067 $209,000
Q2 2023

Aug 04, 2023

SELL
$172.03 - $209.11 $9,633 - $11,710
-56 Reduced 4.99%
1,067 $209,000
Q1 2023

May 20, 2024

SELL
$181.22 - $256.64 $15,584 - $22,071
-86 Reduced 7.11%
1,123 $228,000
Q1 2023

Apr 25, 2023

SELL
$181.22 - $256.64 $35,337 - $50,044
-195 Reduced 14.8%
1,123 $228,000
Q4 2022

Feb 03, 2023

SELL
$209.09 - $249.98 $6,899 - $8,249
-33 Reduced 2.44%
1,318 $285,000
Q3 2022

Nov 10, 2022

SELL
$209.97 - $260.0 $15,957 - $19,760
-76 Reduced 5.33%
1,351 $287,000
Q2 2022

Aug 01, 2022

SELL
$223.6 - $291.12 $20,571 - $26,783
-92 Reduced 6.06%
1,427 $345,000
Q1 2022

Apr 28, 2022

SELL
$255.56 - $336.03 $13,289 - $17,473
-52 Reduced 3.31%
1,519 $424,000
Q4 2021

Jan 20, 2022

BUY
$255.01 - $346.61 $2,550 - $3,466
10 Added 0.64%
1,571 $537,000
Q3 2021

Nov 02, 2021

BUY
$244.27 - $281.46 $3,175 - $3,658
13 Added 0.84%
1,561 $404,000
Q2 2021

Aug 06, 2021

SELL
$231.0 - $265.21 $693 - $795
-3 Reduced 0.19%
1,548 $398,000
Q1 2021

Apr 23, 2021

BUY
$216.45 - $252.61 $649 - $757
3 Added 0.19%
1,551 $349,000
Q4 2020

Feb 02, 2021

SELL
$163.19 - $231.57 $20,235 - $28,714
-124 Reduced 7.42%
1,548 $358,000
Q3 2020

Oct 27, 2020

BUY
$146.02 - $169.56 $82,355 - $95,631
564 Added 50.9%
1,672 $269,000
Q2 2020

Jul 16, 2020

BUY
$110.6 - $155.96 $80,295 - $113,226
726 Added 190.05%
1,108 $156,000
Q1 2020

Apr 27, 2020

BUY
$107.02 - $165.72 $24,186 - $37,452
226 Added 144.87%
382 $44,000
Q4 2019

Jan 30, 2020

SELL
$143.18 - $162.37 $859 - $974
-6 Reduced 3.7%
156 $24,000
Q3 2019

Nov 01, 2019

BUY
$144.99 - $161.58 $2,609 - $2,908
18 Added 12.5%
162 $24,000
Q2 2019

Aug 05, 2019

SELL
$127.44 - $148.32 $1,146 - $1,334
-9 Reduced 5.88%
144 $21,000
Q4 2018

Feb 05, 2019

SELL
$105.5 - $130.7 $26,058 - $32,282
-247 Reduced 61.75%
153 $16,000
Q3 2018

Nov 01, 2018

BUY
$125.9 - $142.32 $18,507 - $20,921
147 Added 58.1%
400 $50,000
Q2 2018

Jul 30, 2018

BUY
$94.75 - $134.08 $10,801 - $15,285
114 Added 82.01%
253 $32,000
Q3 2017

Nov 15, 2017

BUY
$79.78 - $85.07 $11,089 - $11,824
139 New
139 $12,000
Q3 2017

Nov 14, 2017

SELL
$79.78 - $85.07 $11,089 - $11,824
-139 Closed
0 $0
Q2 2017

Aug 07, 2017

BUY
N/A
139
139 $11,000

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 $14.4B
  • 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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