A detailed history of Pathstone Holdings, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Pathstone Holdings, LLC holds 8,262 shares of MORN stock, worth $2.83 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,262
Previous 9,117 9.38%
Holding current value
$2.83 Million
Previous $2.7 Million 2.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024

SELL
$295.85 - $326.31 $252,951 - $278,995
-855 Reduced 9.38%
8,262 $2.64 Million
Q2 2024

Aug 14, 2024

BUY
$282.65 - $315.06 $232,338 - $258,979
822 Added 9.91%
9,117 $2.7 Million
Q1 2024

May 13, 2024

BUY
$272.04 - $310.74 $760,895 - $869,139
2,797 Added 50.87%
8,295 $2.56 Million
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $1.21 Million - $1.59 Million
5,498 New
5,498 $1.57 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 $14.6B
  • 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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