A detailed history of Raymond James Trust N.A. transactions in Morningstar, Inc. stock. As of the latest transaction made, Raymond James Trust N.A. holds 1,144 shares of MORN stock, worth $389,840. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,144
Previous 1,214 5.77%
Holding current value
$389,840
Previous $359,000 1.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$295.85 - $326.31 $20,709 - $22,841
-70 Reduced 5.77%
1,144 $365,000
Q2 2024

Jul 25, 2024

SELL
$282.65 - $315.06 $65,292 - $72,778
-231 Reduced 15.99%
1,214 $359,000
Q1 2024

Apr 24, 2024

SELL
$272.04 - $310.74 $816 - $932
-3 Reduced 0.21%
1,445 $445,000
Q4 2023

Jan 10, 2024

SELL
$220.07 - $288.88 $10,343 - $13,577
-47 Reduced 3.14%
1,448 $414,000
Q3 2023

Nov 14, 2023

BUY
$194.0 - $255.43 $970 - $1,277
5 Added 0.34%
1,495 $350,000
Q2 2023

Aug 15, 2023

BUY
$172.03 - $209.11 $34,750 - $42,240
202 Added 15.68%
1,490 $292,000
Q1 2023

May 03, 2023

BUY
$181.22 - $256.64 $42,224 - $59,797
233 Added 22.09%
1,288 $262,000
Q4 2022

Feb 02, 2023

BUY
$209.09 - $249.98 $19,236 - $22,998
92 Added 9.55%
1,055 $228,000
Q3 2022

Oct 31, 2022

BUY
$209.97 - $260.0 $8,818 - $10,920
42 Added 4.56%
963 $204,000
Q2 2022

Jul 14, 2022

BUY
$223.6 - $291.12 $205,935 - $268,121
921 New
921 $223,000
Q1 2022

May 12, 2022

SELL
$255.56 - $336.03 $182,725 - $240,261
-715 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$255.01 - $346.61 $182,332 - $247,826
715 New
715 $245,000

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 $14.5B
  • 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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