A detailed history of Srs Capital Advisors, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 3 shares of MORN stock, worth $887. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 3 -0.0%
Holding current value
$887
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$220.07 - $288.88 $440 - $577
2 Added 200.0%
3 $0
Q3 2023

Nov 14, 2023

SELL
$194.0 - $255.43 $582 - $766
-3 Reduced 75.0%
1 $0
Q2 2023

Aug 14, 2023

BUY
$172.03 - $209.11 $344 - $418
2 Added 100.0%
4 $0
Q4 2022

Feb 24, 2023

BUY
$209.09 - $249.98 $418 - $499
2 New
2 $0
Q2 2022

Aug 22, 2022

SELL
$223.6 - $291.12 $2,459 - $3,202
-11 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$255.56 - $336.03 $2,811 - $3,696
11 New
11 $3,000

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 $12.6B
  • 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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