A detailed history of Petrus Trust Company, Lta transactions in Morningstar, Inc. stock. As of the latest transaction made, Petrus Trust Company, Lta holds 703 shares of MORN stock, worth $237,311. This represents 0.02% of its overall portfolio holdings.

Number of Shares
703
Previous 1,151 38.92%
Holding current value
$237,311
Previous $340,000 34.12%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$295.85 - $326.31 $132,540 - $146,186
-448 Reduced 38.92%
703 $224,000
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $313,118 - $357,661
1,151 New
1,151 $354,000
Q1 2023

May 15, 2023

BUY
$181.22 - $256.64 $208,946 - $295,905
1,153 New
1,153 $234,000

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 $14.3B
  • 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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