A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 678 shares of MORN stock, worth $231,042. This represents 0.0% of its overall portfolio holdings.

Number of Shares
678
Previous 2,372 71.42%
Holding current value
$231,042
Previous $701,000 69.19%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

SELL
$295.85 - $326.31 $501,169 - $552,769
-1,694 Reduced 71.42%
678 $216,000
Q2 2024

Jul 19, 2024

BUY
$282.65 - $315.06 $76,315 - $85,066
270 Added 12.84%
2,372 $701,000
Q1 2024

Apr 22, 2024

SELL
$272.04 - $310.74 $1.5 Million - $1.71 Million
-5,518 Reduced 72.41%
2,102 $648,000
Q4 2023

Jan 16, 2024

BUY
$220.07 - $288.88 $1.68 Million - $2.2 Million
7,620 New
7,620 $2.18 Million
Q4 2020

Feb 12, 2021

SELL
$163.19 - $231.57 $1.56 Million - $2.22 Million
-9,584 Closed
0 $0
Q3 2020

Nov 04, 2020

BUY
$146.02 - $169.56 $1.4 Million - $1.63 Million
9,584 New
9,584 $1.54 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 $14.5B
  • 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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