A detailed history of Truist Financial Corp transactions in Morningstar, Inc. stock. As of the latest transaction made, Truist Financial Corp holds 3,812 shares of MORN stock, worth $1.37 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,812
Previous 3,526 8.11%
Holding current value
$1.37 Million
Previous $1.04 Million 16.59%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$295.85 - $326.31 $84,613 - $93,324
286 Added 8.11%
3,812 $1.22 Million
Q2 2024

Aug 20, 2024

SELL
$282.65 - $315.06 $78,576 - $87,586
-278 Reduced 7.31%
3,526 $1.04 Million
Q1 2024

May 10, 2024

BUY
$272.04 - $310.74 $489,127 - $558,710
1,798 Added 89.63%
3,804 $1.17 Million
Q4 2023

Feb 02, 2024

BUY
$220.07 - $288.88 $207,085 - $271,836
941 Added 88.36%
2,006 $574,000
Q3 2023

Nov 14, 2023

BUY
$194.0 - $255.43 $206,610 - $272,032
1,065 New
1,065 $249,000
Q1 2023

May 05, 2023

SELL
$181.22 - $256.64 $29,176 - $41,319
-161 Reduced 7.85%
1,890 $383,000
Q4 2022

Feb 17, 2023

SELL
$209.09 - $249.98 $91,790 - $109,741
-439 Reduced 17.63%
2,051 $444,000
Q3 2022

Oct 26, 2022

SELL
$209.97 - $260.0 $108,134 - $133,900
-515 Reduced 17.14%
2,490 $529,000
Q2 2022

Jul 22, 2022

BUY
$223.6 - $291.12 $7,378 - $9,606
33 Added 1.11%
3,005 $727,000
Q1 2022

Apr 22, 2022

SELL
$255.56 - $336.03 $461,541 - $606,870
-1,806 Reduced 37.8%
2,972 $812,000
Q4 2021

Feb 14, 2022

SELL
$255.01 - $346.61 $286,631 - $389,589
-1,124 Reduced 19.04%
4,778 $1.63 Million
Q3 2021

Nov 05, 2021

SELL
$244.27 - $281.46 $331,962 - $382,504
-1,359 Reduced 18.72%
5,902 $1.53 Million
Q2 2021

Aug 16, 2021

BUY
$231.0 - $265.21 $356,664 - $409,484
1,544 Added 27.01%
7,261 $1.87 Million
Q1 2021

May 17, 2021

BUY
$216.45 - $252.61 $681,817 - $795,721
3,150 Added 122.71%
5,717 $1.29 Million
Q4 2020

Nov 19, 2021

SELL
$163.19 - $231.57 $169,880 - $241,064
-1,041 Reduced 28.85%
2,567 $595,000
Q4 2020

Feb 18, 2021

BUY
$163.19 - $231.57 $588,789 - $835,504
3,608 New
3,608 $836,000

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 $15.2B
  • 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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