A detailed history of Wolff Wiese Magana LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Wolff Wiese Magana LLC holds 38 shares of MORN stock, worth $13,480. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38
Previous 38 -0.0%
Holding current value
$13,480
Previous $11,000 9.09%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 12, 2024

SELL
$282.65 - $315.06 $282 - $315
-1 Reduced 2.56%
38 $11,000
Q2 2023

Aug 01, 2023

BUY
$172.03 - $209.11 $6,709 - $8,155
39 New
39 $7,000
Q3 2022

Oct 26, 2022

SELL
$209.97 - $260.0 $419 - $520
-2 Reduced 0.95%
208 $44,000
Q2 2022

Jul 15, 2022

SELL
$223.6 - $291.12 $3,130 - $4,075
-14 Reduced 6.25%
210 $51,000
Q1 2022

May 09, 2022

BUY
$255.56 - $336.03 $766 - $1,008
3 Added 1.36%
224 $61,000
Q4 2021

Jan 18, 2022

SELL
$255.01 - $346.61 $5,100 - $6,932
-20 Reduced 8.3%
221 $76,000
Q3 2021

Oct 15, 2021

SELL
$244.27 - $281.46 $2,198 - $2,533
-9 Reduced 3.6%
241 $62,000
Q2 2021

Jul 15, 2021

SELL
$231.0 - $265.21 $693 - $795
-3 Reduced 1.19%
250 $64,000
Q1 2021

Apr 15, 2021

SELL
$216.45 - $252.61 $3,896 - $4,546
-18 Reduced 6.64%
253 $57,000
Q4 2020

Jan 27, 2021

BUY
$163.19 - $231.57 $44,224 - $62,755
271 New
271 $63,000

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 $15.1B
  • 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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