A detailed history of Umb Bank, N.A. transactions in Morningstar, Inc. stock. As of the latest transaction made, Umb Bank, N.A. holds 357 shares of MORN stock, worth $113,358. This represents 0.0% of its overall portfolio holdings.

Number of Shares
357
Previous 347 2.88%
Holding current value
$113,358
Previous $107,000 1.87%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2024

BUY
$282.65 - $315.06 $2,826 - $3,150
10 Added 2.88%
357 $105,000
Q1 2024

Apr 26, 2024

BUY
$272.04 - $310.74 $1,904 - $2,175
7 Added 2.06%
347 $107,000
Q2 2023

Jul 25, 2023

SELL
$172.03 - $209.11 $6,021 - $7,318
-35 Reduced 9.33%
340 $66,000
Q1 2023

Apr 11, 2023

SELL
$181.22 - $256.64 $18,122 - $25,664
-100 Reduced 21.05%
375 $76,000
Q4 2022

Jan 10, 2023

SELL
$209.09 - $249.98 $52,272 - $62,495
-250 Reduced 34.48%
475 $103,000
Q4 2021

Feb 09, 2022

BUY
$255.01 - $346.61 $184,882 - $251,292
725 New
725 $248,000

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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