A detailed history of Toroso Investments, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Toroso Investments, LLC holds 1,208 shares of MORN stock, worth $403,918. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,208
Previous 1,118 8.05%
Holding current value
$403,918
Previous $330,000 16.67%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$295.85 - $326.31 $26,626 - $29,367
90 Added 8.05%
1,208 $385,000
Q2 2024

Aug 14, 2024

SELL
$282.65 - $315.06 $790,006 - $880,592
-2,795 Reduced 71.43%
1,118 $330,000
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $1.06 Million - $1.22 Million
3,913 New
3,913 $1.21 Million

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 $14.2B
  • 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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