A detailed history of Tower Research Capital LLC (Trc) transactions in Morningstar, Inc. stock. As of the latest transaction made, Tower Research Capital LLC (Trc) holds 710 shares of MORN stock, worth $240,633. This represents 0.01% of its overall portfolio holdings.

Number of Shares
710
Previous 441 61.0%
Holding current value
$240,633
Previous $130,000 73.85%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$295.85 - $326.31 $79,583 - $87,777
269 Added 61.0%
710 $226,000
Q2 2024

Aug 13, 2024

SELL
$282.65 - $315.06 $327,591 - $365,154
-1,159 Reduced 72.44%
441 $130,000
Q1 2024

May 15, 2024

SELL
$272.04 - $310.74 $628,140 - $717,498
-2,309 Reduced 59.07%
1,600 $493,000
Q4 2023

Feb 13, 2024

BUY
$220.07 - $288.88 $745,597 - $978,725
3,388 Added 650.29%
3,909 $1.12 Million
Q3 2023

Nov 14, 2023

BUY
$194.0 - $255.43 $6,596 - $8,684
34 Added 6.98%
521 $122,000
Q2 2023

Aug 14, 2023

BUY
$172.03 - $209.11 $83,778 - $101,836
487 New
487 $95,000
Q4 2022

Feb 10, 2023

SELL
$209.09 - $249.98 $72,972 - $87,243
-349 Reduced 31.9%
745 $162,000
Q3 2022

Nov 10, 2022

BUY
$209.97 - $260.0 $213,119 - $263,900
1,015 Added 1284.81%
1,094 $232,000
Q2 2022

Aug 15, 2022

SELL
$223.6 - $291.12 $315,946 - $411,352
-1,413 Reduced 94.71%
79 $19,000
Q1 2022

May 12, 2022

BUY
$255.56 - $336.03 $26,833 - $35,283
105 Added 7.57%
1,492 $408,000
Q4 2021

Feb 14, 2022

BUY
$255.01 - $346.61 $332,533 - $451,979
1,304 Added 1571.08%
1,387 $474,000
Q3 2021

Nov 15, 2021

SELL
$244.27 - $281.46 $15,389 - $17,731
-63 Reduced 43.15%
83 $21,000
Q2 2021

Aug 16, 2021

SELL
$231.0 - $265.21 $601,524 - $690,606
-2,604 Reduced 94.69%
146 $38,000
Q1 2021

May 17, 2021

BUY
$216.45 - $252.61 $467,748 - $545,890
2,161 Added 366.89%
2,750 $619,000
Q4 2020

Feb 16, 2021

BUY
$163.19 - $231.57 $34,269 - $48,629
210 Added 55.41%
589 $136,000
Q3 2020

Nov 16, 2020

BUY
$146.02 - $169.56 $37,235 - $43,237
255 Added 205.65%
379 $61,000
Q2 2020

Aug 13, 2020

SELL
$110.6 - $155.96 $38,931 - $54,897
-352 Reduced 73.95%
124 $17,000
Q1 2020

May 15, 2020

BUY
$107.02 - $165.72 $50,727 - $78,551
474 Added 23700.0%
476 $55,000
Q4 2019

Feb 07, 2020

SELL
$143.18 - $162.37 $54,122 - $61,375
-378 Reduced 99.47%
2 $0
Q3 2019

Nov 05, 2019

SELL
$144.99 - $161.58 $28,273 - $31,508
-195 Reduced 33.91%
380 $55,000
Q2 2019

Aug 13, 2019

BUY
$127.44 - $148.32 $73,278 - $85,284
575 New
575 $83,000
Q1 2019

May 14, 2019

SELL
$107.77 - $127.22 $28,559 - $33,713
-265 Closed
0 $0
Q4 2018

Feb 14, 2019

SELL
$105.5 - $130.7 $98,326 - $121,812
-932 Reduced 77.86%
265 $29,000
Q3 2018

Nov 13, 2018

BUY
$125.9 - $142.32 $148,813 - $168,222
1,182 Added 7880.0%
1,197 $151,000
Q2 2018

Aug 15, 2018

BUY
$94.75 - $134.08 $1,421 - $2,011
15 New
15 $2,000
Q1 2018

May 15, 2018

SELL
$90.49 - $101.12 $63,976 - $71,491
-707 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
$82.75 - $97.54 $53,953 - $63,596
652 Added 1185.45%
707 $69,000
Q3 2017

Nov 14, 2017

BUY
$79.78 - $85.07 $4,387 - $4,678
55
55 $5,000

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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