A detailed history of Vestmark Advisory Solutions, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 771 shares of MORN stock, worth $245,648. This represents 0.01% of its overall portfolio holdings.

Number of Shares
771
Holding current value
$245,648
% of portfolio
0.01%

Shares

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

Aug 12, 2024

BUY
$282.65 - $315.06 $217,923 - $242,911
771 New
771 $228,000
Q2 2023

Aug 07, 2023

BUY
$172.03 - $209.11 $133,495 - $162,269
776 Added 31.13%
3,269 $640,000
Q1 2023

May 09, 2023

BUY
$181.22 - $256.64 $45,486 - $64,416
251 Added 11.2%
2,493 $506,000
Q4 2022

Jan 20, 2023

BUY
$209.09 - $249.98 $38,054 - $45,496
182 Added 8.83%
2,242 $0
Q3 2022

Nov 03, 2022

BUY
$209.97 - $260.0 $86,297 - $106,860
411 Added 24.92%
2,060 $437,000
Q2 2022

Aug 04, 2022

SELL
$223.6 - $291.12 $17,217 - $22,416
-77 Reduced 4.46%
1,649 $399,000
Q1 2022

Apr 27, 2022

SELL
$255.56 - $336.03 $21,211 - $27,890
-83 Reduced 4.59%
1,726 $471,000
Q4 2021

Jan 31, 2022

BUY
$255.01 - $346.61 $2,040 - $2,772
8 Added 0.44%
1,809 $619,000
Q3 2021

Nov 15, 2021

SELL
$244.27 - $281.46 $35,907 - $41,374
-147 Reduced 7.55%
1,801 $467,000
Q2 2021

Aug 09, 2021

SELL
$231.0 - $265.21 $924 - $1,060
-4 Reduced 0.2%
1,948 $501,000
Q1 2021

May 10, 2021

SELL
$216.45 - $252.61 $11,904 - $13,893
-55 Reduced 2.74%
1,952 $439,000
Q4 2020

Feb 04, 2021

SELL
$163.19 - $231.57 $29,863 - $42,377
-183 Reduced 8.36%
2,007 $465,000
Q3 2020

Oct 19, 2020

SELL
$146.02 - $169.56 $78,850 - $91,562
-540 Reduced 19.78%
2,190 $352,000
Q2 2020

Aug 13, 2020

BUY
$110.6 - $155.96 $18,580 - $26,201
168 Added 6.56%
2,730 $385,000
Q1 2020

May 06, 2020

BUY
$107.02 - $165.72 $274,185 - $424,574
2,562 New
2,562 $298,000
Q4 2019

Feb 14, 2020

SELL
$143.18 - $162.37 $350,075 - $396,994
-2,445 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$144.99 - $161.58 $31,317 - $34,901
216 Added 9.69%
2,445 $357,000
Q2 2019

Aug 20, 2019

BUY
$127.44 - $148.32 $15,547 - $18,095
122 Added 5.79%
2,229 $322,000
Q1 2019

May 14, 2019

BUY
$107.77 - $127.22 $227,071 - $268,052
2,107 New
2,107 $265,000

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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