A detailed history of Price T Rowe Associates Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Price T Rowe Associates Inc holds 685,192 shares of MORN stock, worth $237 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
685,192
Previous 684,740 0.07%
Holding current value
$237 Million
Previous $203 Million 7.94%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$295.85 - $326.31 $133,724 - $147,492
452 Added 0.07%
685,192 $219 Million
Q2 2024

Aug 14, 2024

SELL
$282.65 - $315.06 $847 - $945
-3 Reduced -0.0%
684,740 $203 Million
Q1 2024

May 15, 2024

SELL
$272.04 - $310.74 $7.31 Million - $8.36 Million
-26,889 Reduced 3.78%
684,743 $211 Million
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $3.95 Million - $5.18 Million
17,944 Added 2.59%
711,632 $204 Million
Q3 2023

Nov 14, 2023

BUY
$194.0 - $255.43 $109 Million - $143 Million
561,105 Added 423.21%
693,688 $162 Million
Q2 2023

Aug 14, 2023

BUY
$172.03 - $209.11 $17.4 Million - $21.2 Million
101,381 Added 324.92%
132,583 $26 Million
Q1 2023

May 15, 2023

BUY
$181.22 - $256.64 $14,316 - $20,274
79 Added 0.25%
31,202 $6.34 Million
Q4 2022

Feb 14, 2023

BUY
$209.09 - $249.98 $138,417 - $165,486
662 Added 2.17%
31,123 $6.74 Million
Q3 2022

Nov 14, 2022

BUY
$209.97 - $260.0 $4.31 Million - $5.34 Million
20,533 Added 206.82%
30,461 $6.47 Million
Q2 2022

Aug 15, 2022

SELL
$223.6 - $291.12 $80,048 - $104,220
-358 Reduced 3.48%
9,928 $2.4 Million
Q1 2022

May 16, 2022

BUY
$255.56 - $336.03 $252,748 - $332,333
989 Added 10.64%
10,286 $2.81 Million
Q4 2021

Feb 14, 2022

SELL
$255.01 - $346.61 $72,932 - $99,130
-286 Reduced 2.98%
9,297 $3.18 Million
Q3 2021

Nov 15, 2021

SELL
$244.27 - $281.46 $136,058 - $156,773
-557 Reduced 5.49%
9,583 $2.48 Million
Q2 2021

Aug 16, 2021

BUY
$231.0 - $265.21 $422,730 - $485,334
1,830 Added 22.02%
10,140 $2.61 Million
Q1 2021

May 17, 2021

BUY
$216.45 - $252.61 $592,207 - $691,140
2,736 Added 49.09%
8,310 $1.87 Million
Q4 2020

Feb 16, 2021

BUY
$163.19 - $231.57 $909,621 - $1.29 Million
5,574 New
5,574 $1.29 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 $14.7B
  • 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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