A detailed history of Regentatlantic Capital LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Regentatlantic Capital LLC holds 2,833 shares of MORN stock, worth $960,160. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,833
Previous 2,833 -0.0%
Holding current value
$960,160
Previous $685,000 12.12%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022

BUY
$223.6 - $291.12 $39,577 - $51,528
177 Added 6.66%
2,833 $685,000
Q1 2022

May 02, 2022

BUY
$255.56 - $336.03 $35,778 - $47,044
140 Added 5.56%
2,656 $726,000
Q3 2021

Nov 15, 2021

BUY
$244.27 - $281.46 $127,508 - $146,922
522 Added 26.18%
2,516 $652,000
Q2 2021

Aug 12, 2021

BUY
$231.0 - $265.21 $460,614 - $528,828
1,994 New
1,994 $513,000

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 $14.4B
  • 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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