A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 3,282 shares of MORN stock, worth $1.12 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,282
Previous 3,003 9.29%
Holding current value
$1.12 Million
Previous $888,000 17.91%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$295.85 - $326.31 $82,542 - $91,040
279 Added 9.29%
3,282 $1.05 Million
Q2 2024

Aug 12, 2024

BUY
$282.65 - $315.06 $72,358 - $80,655
256 Added 9.32%
3,003 $888,000
Q1 2024

May 09, 2024

SELL
$272.04 - $310.74 $3,264 - $3,728
-12 Reduced 0.43%
2,747 $847,000
Q4 2023

Feb 07, 2024

BUY
$220.07 - $288.88 $277,508 - $364,277
1,261 Added 84.18%
2,759 $789,000
Q3 2023

Nov 08, 2023

BUY
$194.0 - $255.43 $35,890 - $47,254
185 Added 14.09%
1,498 $350,000
Q2 2023

Jul 28, 2023

BUY
$172.03 - $209.11 $3,268 - $3,973
19 Added 1.47%
1,313 $257,000
Q1 2023

May 10, 2023

SELL
$181.22 - $256.64 $36,244 - $51,328
-200 Reduced 13.39%
1,294 $262,000
Q4 2022

Feb 10, 2023

SELL
$209.09 - $249.98 $72,763 - $86,993
-348 Reduced 18.89%
1,494 $323,000
Q3 2022

Nov 14, 2022

SELL
$209.97 - $260.0 $118,843 - $147,160
-566 Reduced 23.5%
1,842 $391,000
Q2 2022

Aug 09, 2022

SELL
$223.6 - $291.12 $89,663 - $116,739
-401 Reduced 14.28%
2,408 $582,000
Q1 2022

May 16, 2022

BUY
$255.56 - $336.03 $251,215 - $330,317
983 Added 53.83%
2,809 $767,000
Q4 2021

Feb 23, 2022

BUY
$255.01 - $346.61 $208,853 - $283,873
819 Added 81.33%
1,826 $624,000
Q3 2021

Nov 09, 2021

SELL
$244.27 - $281.46 $6,595 - $7,599
-27 Reduced 2.61%
1,007 $261,000
Q2 2021

Aug 11, 2021

SELL
$231.0 - $265.21 $56,595 - $64,976
-245 Reduced 19.16%
1,034 $266,000
Q1 2021

Apr 28, 2021

BUY
$216.45 - $252.61 $45,670 - $53,300
211 Added 19.76%
1,279 $288,000
Q4 2020

Jan 20, 2021

BUY
$163.19 - $231.57 $174,286 - $247,316
1,068 New
1,068 $247,000

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 $14.5B
  • 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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