A detailed history of Victory Capital Management Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Victory Capital Management Inc holds 14,216 shares of MORN stock, worth $4.21 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,216
Previous 15,586 8.79%
Holding current value
$4.21 Million
Previous $4.46 Million 1.75%
% of portfolio
0.0%
Previous 0.0%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$272.04 - $310.74 $372,694 - $425,713
-1,370 Reduced 8.79%
14,216 $4.38 Million
Q4 2023

Feb 05, 2024

SELL
$220.07 - $288.88 $143,485 - $188,349
-652 Reduced 4.02%
15,586 $4.46 Million
Q3 2023

Nov 06, 2023

BUY
$194.0 - $255.43 $834,006 - $1.1 Million
4,299 Added 36.01%
16,238 $3.8 Million
Q2 2023

Jul 27, 2023

SELL
$172.03 - $209.11 $1.03 Million - $1.25 Million
-5,998 Reduced 33.44%
11,939 $2.34 Million
Q1 2023

May 02, 2023

BUY
$181.22 - $256.64 $133,559 - $189,143
737 Added 4.28%
17,937 $3.64 Million
Q4 2022

Feb 10, 2023

BUY
$209.09 - $249.98 $1.2 Million - $1.44 Million
5,758 Added 50.32%
17,200 $3.73 Million
Q4 2022

Feb 09, 2023

SELL
$209.09 - $249.98 $1.15 Million - $1.38 Million
-5,520 Reduced 32.54%
11,442 $2.48 Million
Q3 2022

Nov 02, 2022

SELL
$209.97 - $260.0 $1.32 Million - $1.63 Million
-6,274 Reduced 27.0%
16,962 $3.6 Million
Q2 2022

Aug 01, 2022

SELL
$223.6 - $291.12 $603,272 - $785,441
-2,698 Reduced 10.4%
23,236 $5.62 Million
Q1 2022

May 04, 2022

SELL
$255.56 - $336.03 $360,339 - $473,802
-1,410 Reduced 5.16%
25,934 $6.57 Million
Q4 2021

Feb 07, 2022

SELL
$255.01 - $346.61 $444,482 - $604,141
-1,743 Reduced 5.99%
27,344 $9.35 Million
Q3 2021

Nov 02, 2021

SELL
$244.27 - $281.46 $334,161 - $385,037
-1,368 Reduced 4.49%
29,087 $7.53 Million
Q2 2021

Aug 03, 2021

SELL
$231.0 - $265.21 $346,269 - $397,549
-1,499 Reduced 4.69%
30,455 $7.83 Million
Q1 2021

May 04, 2021

SELL
$216.45 - $252.61 $2.23 Million - $2.6 Million
-10,284 Reduced 24.35%
31,954 $7.19 Million
Q4 2020

Feb 01, 2021

SELL
$163.19 - $231.57 $872,576 - $1.24 Million
-5,347 Reduced 11.24%
42,238 $9.78 Million
Q3 2020

Nov 09, 2020

BUY
$146.02 - $169.56 $286,637 - $332,846
1,963 Added 4.3%
47,585 $7.64 Million
Q2 2020

Aug 07, 2020

SELL
$110.6 - $155.96 $5.19 Million - $7.32 Million
-46,925 Reduced 50.7%
45,622 $6.43 Million
Q1 2020

May 04, 2020

BUY
$107.02 - $165.72 $60,787 - $94,128
568 Added 0.62%
92,547 $10.8 Million
Q4 2019

Feb 06, 2020

SELL
$143.18 - $162.37 $35,508 - $40,267
-248 Reduced 0.27%
91,979 $13.9 Million
Q4 2019

Feb 04, 2020

BUY
$143.18 - $162.37 $2.2 Million - $2.5 Million
15,367 Added 19.99%
92,227 $14.5 Million
Q3 2019

Nov 12, 2019

BUY
$144.99 - $161.58 $10.5 Million - $11.8 Million
72,724 Added 1758.32%
76,860 $11.2 Million
Q2 2019

Aug 15, 2019

BUY
$127.44 - $148.32 $441,961 - $514,373
3,468 Added 519.16%
4,136 $598,000
Q1 2019

May 03, 2019

SELL
$107.77 - $127.22 $3.82 Million - $4.51 Million
-35,448 Reduced 98.15%
668 $84,000
Q4 2018

Feb 05, 2019

BUY
$105.5 - $130.7 $18,673 - $23,133
177 Added 0.49%
36,116 $3.97 Million
Q3 2018

Nov 01, 2018

BUY
$125.9 - $142.32 $4.52 Million - $5.11 Million
35,939 New
35,939 $4.53 Million

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 $12.6B
  • 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
Track This Portfolio

Track Victory Capital Management Inc Portfolio

Follow Victory Capital Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Victory Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Victory Capital Management Inc with notifications on news.