A detailed history of Versant Capital Management, Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Versant Capital Management, Inc holds 246 shares of MORN stock, worth $83,829. This represents 0.02% of its overall portfolio holdings.

Number of Shares
246
Previous 245 0.41%
Holding current value
$83,829
Previous $72,000 8.33%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 07, 2024

BUY
$295.85 - $326.31 $295 - $326
1 Added 0.41%
246 $78,000
Q2 2024

Jul 05, 2024

BUY
$282.65 - $315.06 $12,436 - $13,862
44 Added 21.89%
245 $72,000
Q4 2023

Jan 08, 2024

SELL
$220.07 - $288.88 $440 - $577
-2 Reduced 0.99%
201 $57,000
Q3 2022

Dec 30, 2022

SELL
$209.97 - $260.0 $629 - $780
-3 Reduced 1.46%
203 $43,000
Q4 2021

Jan 06, 2022

SELL
$255.01 - $346.61 $255 - $346
-1 Reduced 0.48%
206 $70,000
Q2 2021

Jul 22, 2021

BUY
$231.0 - $265.21 $924 - $1,060
4 Added 1.97%
207 $53,000
Q1 2021

Apr 27, 2021

BUY
$216.45 - $252.61 $865 - $1,010
4 Added 2.01%
203 $46,000
Q1 2020

Apr 17, 2020

BUY
$107.02 - $165.72 $535 - $828
5 Added 2.58%
199 $23,000
Q2 2019

Jul 16, 2019

SELL
$127.44 - $148.32 $892 - $1,038
-7 Reduced 3.48%
194 $28,000
Q1 2019

Apr 23, 2019

BUY
$107.77 - $127.22 $18,967 - $22,390
176 Added 704.0%
201 $25,000
Q1 2019

Apr 23, 2019

SELL
$107.77 - $127.22 $19,290 - $22,772
-179 Reduced 87.75%
25 $25,000
Q1 2018

Apr 19, 2018

SELL
$90.49 - $101.12 $633 - $707
-7 Reduced 3.32%
204 $19,000
Q3 2017

Apr 23, 2018

SELL
$79.78 - $85.07 $797 - $850
-10 Reduced 4.52%
211 $17,000
Q2 2016

Apr 23, 2018

SELL
N/A
-11 Reduced 4.74%
221 $18,000
Q4 2015

Apr 23, 2018

BUY
N/A
232
232 $18,000

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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