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 $358,327. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,035
Previous 1,140 9.21%
Holding current value
$358,327
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 $14.7B
  • 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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