A detailed history of Scout Investments, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Scout Investments, Inc. holds 42,893 shares of MORN stock, worth $13.3 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
42,893
Previous 42,549 0.81%
Holding current value
$13.3 Million
Previous $13.1 Million 3.29%
% of portfolio
0.37%
Previous 0.35%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$282.65 - $315.06 $97,231 - $108,380
344 Added 0.81%
42,893 $12.7 Million
Q1 2024

May 09, 2024

BUY
$272.04 - $310.74 $4.99 Million - $5.7 Million
18,345 Added 75.79%
42,549 $13.1 Million
Q4 2023

Feb 13, 2024

SELL
$220.07 - $288.88 $2.56 Million - $3.36 Million
-11,644 Reduced 32.48%
24,204 $6.93 Million
Q3 2023

Nov 09, 2023

SELL
$194.0 - $255.43 $76,436 - $100,639
-394 Reduced 1.09%
35,848 $8.4 Million
Q2 2023

Aug 14, 2023

SELL
$172.03 - $209.11 $8.11 Million - $9.86 Million
-47,135 Reduced 56.53%
36,242 $7.11 Million
Q1 2023

May 11, 2023

BUY
$181.22 - $256.64 $3.75 Million - $5.32 Million
20,715 Added 33.06%
83,377 $16.9 Million
Q4 2022

Jan 23, 2023

BUY
$209.09 - $249.98 $13.1 Million - $15.7 Million
62,662 New
62,662 $0

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 $13.2B
  • 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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