A detailed history of Willner & Heller, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Willner & Heller, LLC holds 616 shares of MORN stock, worth $202,442. This represents 0.19% of its overall portfolio holdings.

Number of Shares
616
Holding current value
$202,442
% of portfolio
0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$312.56 - $358.78 $192,536 - $221,008
616 New
616 $207,000
Q2 2022

Jul 22, 2022

SELL
$223.6 - $291.12 $135,278 - $176,127
-605 Closed
0 $0
Q1 2022

Jul 05, 2022

BUY
$255.56 - $336.03 $154,613 - $203,298
605 New
605 $207,000

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 $13.9B
  • 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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