A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,452 shares of MORN stock, worth $494,798. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,452
Previous 1,455 0.21%
Holding current value
$494,798
Previous $430,000 7.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$295.85 - $326.31 $887 - $978
-3 Reduced 0.21%
1,452 $463,000
Q2 2024

Jul 16, 2024

SELL
$282.65 - $315.06 $29,395 - $32,766
-104 Reduced 6.67%
1,455 $430,000
Q1 2024

Apr 15, 2024

BUY
$272.04 - $310.74 $12,785 - $14,604
47 Added 3.11%
1,559 $480,000
Q4 2023

Jan 30, 2024

SELL
$220.07 - $288.88 $63,380 - $83,197
-288 Reduced 16.0%
1,512 $432,000
Q3 2023

Nov 13, 2023

BUY
$194.0 - $255.43 $349,200 - $459,774
1,800 New
1,800 $421,000
Q2 2020

Aug 10, 2020

BUY
$110.6 - $155.96 $11.2 Million - $15.8 Million
101,527 New
101,527 $21.5 Million
Q4 2018

Feb 04, 2019

SELL
$105.5 - $130.7 $811,506 - $1.01 Million
-7,692 Closed
0 $0
Q3 2018

Nov 02, 2018

BUY
$125.9 - $142.32 $968,422 - $1.09 Million
7,692 New
7,692 $885,000

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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