A detailed history of Sg Americas Securities, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Sg Americas Securities, LLC holds 2,034 shares of MORN stock, worth $689,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,034
Previous 1,917 6.1%
Holding current value
$689,363
Previous $567,000 14.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 03, 2024

BUY
$295.85 - $326.31 $34,614 - $38,178
117 Added 6.1%
2,034 $649,000
Q2 2024

Jul 12, 2024

SELL
$282.65 - $315.06 $3.19 Million - $3.56 Million
-11,285 Reduced 85.48%
1,917 $567,000
Q1 2024

May 06, 2024

BUY
$272.04 - $310.74 $3 Million - $3.43 Million
11,024 Added 506.15%
13,202 $4.07 Million
Q4 2023

Jan 12, 2024

BUY
$220.07 - $288.88 $313,379 - $411,365
1,424 Added 188.86%
2,178 $623,000
Q3 2023

Oct 13, 2023

SELL
$194.0 - $255.43 $147,246 - $193,871
-759 Reduced 50.17%
754 $177,000
Q2 2023

Jul 10, 2023

BUY
$172.03 - $209.11 $66,747 - $81,134
388 Added 34.49%
1,513 $297,000
Q1 2023

Apr 28, 2023

BUY
$181.22 - $256.64 $203,872 - $288,720
1,125 New
1,125 $228,000
Q3 2022

Oct 31, 2022

SELL
$209.97 - $260.0 $43,883 - $54,340
-209 Reduced 21.22%
776 $165,000
Q2 2022

Jul 29, 2022

SELL
$223.6 - $291.12 $2,906 - $3,784
-13 Reduced 1.3%
985 $238,000
Q1 2022

Apr 29, 2022

SELL
$255.56 - $336.03 $6.23 Million - $8.19 Million
-24,366 Reduced 96.07%
998 $273,000
Q4 2021

Feb 07, 2022

BUY
$255.01 - $346.61 $5.99 Million - $8.14 Million
23,479 Added 1245.57%
25,364 $8.67 Million
Q3 2021

Nov 01, 2021

SELL
$244.27 - $281.46 $216,178 - $249,092
-885 Reduced 31.95%
1,885 $488,000
Q2 2021

Aug 12, 2021

BUY
$231.0 - $265.21 $495,264 - $568,610
2,144 Added 342.49%
2,770 $712,000
Q1 2021

May 13, 2021

SELL
$216.45 - $252.61 $63,852 - $74,519
-295 Reduced 32.03%
626 $141,000
Q4 2020

Feb 04, 2021

BUY
$163.19 - $231.57 $150,297 - $213,275
921 New
921 $213,000
Q1 2020

Apr 30, 2020

SELL
$107.02 - $165.72 $85,401 - $132,244
-798 Closed
0 $0
Q4 2019

Jan 28, 2020

SELL
$143.18 - $162.37 $44,815 - $50,821
-313 Reduced 28.17%
798 $121,000
Q3 2019

Nov 04, 2019

BUY
$144.99 - $161.58 $27,548 - $30,700
190 Added 20.63%
1,111 $162,000
Q2 2019

Jul 29, 2019

SELL
$127.44 - $148.32 $288,524 - $335,796
-2,264 Reduced 71.08%
921 $133,000
Q1 2019

Apr 29, 2019

SELL
$107.77 - $127.22 $2.47 Million - $2.92 Million
-22,956 Reduced 87.82%
3,185 $401,000
Q4 2018

Feb 01, 2019

BUY
$105.5 - $130.7 $2.61 Million - $3.24 Million
24,784 Added 1826.38%
26,141 $2.87 Million
Q3 2018

Nov 06, 2018

BUY
$125.9 - $142.32 $24,046 - $27,183
191 Added 16.38%
1,357 $171,000
Q2 2018

Aug 07, 2018

SELL
$94.75 - $134.08 $13,738 - $19,441
-145 Reduced 11.06%
1,166 $150,000
Q1 2018

May 03, 2018

BUY
$90.49 - $101.12 $18,098 - $20,224
200 Added 18.0%
1,311 $125,000
Q4 2017

Jan 24, 2018

SELL
$82.75 - $97.54 $32,355 - $38,138
-391 Reduced 26.03%
1,111 $108,000
Q3 2017

Nov 07, 2017

BUY
$79.78 - $85.07 $119,829 - $127,775
1,502
1,502 $128,000

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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