A detailed history of Whittier Trust CO transactions in Morningstar, Inc. stock. As of the latest transaction made, Whittier Trust CO holds 165 shares of MORN stock, worth $55,699. This represents 0.0% of its overall portfolio holdings.

Number of Shares
165
Previous 165 -0.0%
Holding current value
$55,699
Previous $48,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 26, 2024

BUY
$282.65 - $315.06 $3,957 - $4,410
14 Added 9.27%
165 $48,000
Q4 2023

Jan 11, 2024

SELL
$220.07 - $288.88 $19,806 - $25,999
-90 Reduced 37.34%
151 $43,000
Q1 2023

Apr 21, 2023

BUY
$181.22 - $256.64 $18,122 - $25,664
100 Added 70.92%
241 $48,000
Q4 2022

Jan 25, 2023

BUY
$209.09 - $249.98 $12,754 - $15,248
61 Added 76.25%
141 $0
Q1 2022

Apr 29, 2022

BUY
$255.56 - $336.03 $6,133 - $8,064
24 Added 42.86%
80 $22,000
Q1 2021

Apr 26, 2021

BUY
$216.45 - $252.61 $12,121 - $14,146
56 New
56 $13,000

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 $14.3B
  • 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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