A detailed history of Ronald Blue Trust, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Ronald Blue Trust, Inc. holds 250 shares of MORN stock, worth $85,192. This represents 0.0% of its overall portfolio holdings.

Number of Shares
250
Previous 111 125.23%
Holding current value
$85,192
Previous $32,000 146.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024

BUY
$295.85 - $326.31 $41,123 - $45,357
139 Added 125.23%
250 $79,000
Q2 2024

Jul 18, 2024

BUY
$282.65 - $315.06 $24,025 - $26,780
85 Added 326.92%
111 $32,000
Q1 2024

May 01, 2024

SELL
$272.04 - $310.74 $2,992 - $3,418
-11 Reduced 29.73%
26 $8,000
Q4 2023

Jan 18, 2024

SELL
$220.07 - $288.88 $1,320 - $1,733
-6 Reduced 13.95%
37 $9,000
Q3 2023

Oct 11, 2023

BUY
$194.0 - $255.43 $8,342 - $10,983
43 New
43 $8,000
Q1 2023

Apr 17, 2023

BUY
$181.22 - $256.64 $181 - $256
1 Added 2.94%
35 $8,000
Q4 2022

Jan 17, 2023

BUY
$209.09 - $249.98 $418 - $499
2 Added 6.25%
34 $7,000
Q3 2022

Oct 21, 2022

BUY
$209.97 - $260.0 $6,719 - $8,320
32 New
32 $8,000

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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