A detailed history of Park Avenue Securities LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Park Avenue Securities LLC holds 1,035 shares of MORN stock, worth $352,696. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,035
Previous 1,140 9.21%
Holding current value
$352,696
Previous $337,000 2.08%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 03, 2024

SELL
$295.85 - $326.31 $31,064 - $34,262
-105 Reduced 9.21%
1,035 $330,000
Q2 2024

Jul 09, 2024

SELL
$282.65 - $315.06 $148,391 - $165,406
-525 Reduced 31.53%
1,140 $337,000
Q1 2024

Apr 10, 2024

SELL
$272.04 - $310.74 $28,836 - $32,938
-106 Reduced 5.99%
1,665 $513,000
Q4 2023

Jan 10, 2024

BUY
$220.07 - $288.88 $127,200 - $166,972
578 Added 48.45%
1,771 $507,000
Q3 2023

Oct 26, 2023

BUY
$194.0 - $255.43 $231,442 - $304,727
1,193 New
1,193 $279,000
Q2 2022

Jul 27, 2022

BUY
$223.6 - $291.12 $189,389 - $246,578
847 New
847 $205,000
Q1 2022

Apr 29, 2022

SELL
$255.56 - $336.03 $176,336 - $231,860
-690 Closed
0 $0
Q4 2021

Apr 08, 2022

BUY
$255.01 - $346.61 $175,956 - $239,160
690 New
690 $235,000

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
Track This Portfolio

Track Park Avenue Securities LLC Portfolio

Follow Park Avenue Securities LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Park Avenue Securities LLC, based on Form 13F filings with the SEC.

News

Stay updated on Park Avenue Securities LLC with notifications on news.