A detailed history of Smartleaf Asset Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 28 shares of MORN stock, worth $9,958. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Previous 23 21.74%
Holding current value
$9,958
Previous $6.77 Million 31.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$295.85 - $326.31 $1,479 - $1,631
5 Added 21.74%
28 $8.88 Million
Q2 2024

Aug 13, 2024

BUY
$282.65 - $315.06 $5,653 - $6,301
20 Added 666.67%
23 $6.77 Million
Q1 2024

Oct 07, 2024

SELL
$272.04 - $310.74 $5,440 - $6,214
-20 Reduced 86.96%
3 $924,000
Q1 2024

May 02, 2024

BUY
$272.04 - $310.74 $816 - $932
3 New
3 $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 $15.1B
  • 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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