A detailed history of Principal Securities, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Principal Securities, Inc. holds 705 shares of MORN stock, worth $231,691. This represents 0.01% of its overall portfolio holdings.

Number of Shares
705
Previous 625 12.8%
Holding current value
$231,691
Previous $199 Million 19.04%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

BUY
$312.56 - $358.78 $25,004 - $28,702
80 Added 12.8%
705 $237 Million
Q3 2024

Oct 28, 2024

BUY
$295.85 - $326.31 $27,514 - $30,346
93 Added 17.48%
625 $199 Million
Q2 2024

Jul 31, 2024

SELL
$282.65 - $315.06 $59,073 - $65,847
-209 Reduced 28.21%
532 $157 Million
Q1 2024

May 10, 2024

BUY
$272.04 - $310.74 $174,105 - $198,873
640 Added 633.66%
741 $229 Million
Q4 2023

Feb 07, 2024

BUY
$220.07 - $288.88 $22,227 - $29,176
101 New
101 $28.9 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 $13.9B
  • 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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