A detailed history of Spears Abacus Advisors LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Spears Abacus Advisors LLC holds 790 shares of MORN stock, worth $252,104. This represents 0.01% of its overall portfolio holdings.

Number of Shares
790
Previous 796 0.75%
Holding current value
$252,104
Previous $245,000 4.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2024

SELL
$282.65 - $315.06 $1,695 - $1,890
-6 Reduced 0.75%
790 $233,000
Q1 2024

May 10, 2024

BUY
$272.04 - $310.74 $216,543 - $247,349
796 New
796 $245,000
Q2 2022

Aug 08, 2022

SELL
$223.6 - $291.12 $2,012 - $2,620
-9 Reduced 1.07%
830 $201,000
Q1 2022

May 13, 2022

SELL
$255.56 - $336.03 $12,011 - $15,793
-47 Reduced 5.3%
839 $229,000
Q4 2021

Feb 14, 2022

SELL
$255.01 - $346.61 $183,607 - $249,559
-720 Reduced 44.83%
886 $303,000
Q1 2021

May 14, 2021

SELL
$216.45 - $252.61 $81,385 - $94,981
-376 Reduced 18.97%
1,606 $361,000
Q4 2020

Feb 12, 2021

SELL
$163.19 - $231.57 $12,402 - $17,599
-76 Reduced 3.69%
1,982 $459,000
Q3 2020

Nov 16, 2020

BUY
$146.02 - $169.56 $61,474 - $71,384
421 Added 25.72%
2,058 $331,000
Q2 2020

Aug 12, 2020

BUY
$110.6 - $155.96 $181,052 - $255,306
1,637 New
1,637 $231,000

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 $13.5B
  • 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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