Yhb Investment Advisors, Inc. Morningstar, Inc. Transaction History

Yhb Investment Advisors, Inc.

  • $1.26 Billion
  • Q2 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 12,179 shares of MORN stock, worth $2.72 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
12,179
Previous 12,884 5.47%
Holding current value
$2.72 Million
Previous $3.86 Million 1.04%
% of portfolio
0.3%
Previous 0.33%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$255.31 - $313.93 $179,993 - $221,320
-705 Reduced 5.47%
12,179 $3.82 Million
Q1 2025

Apr 22, 2025
BUY
$282.49 - $334.73 $2,259 - $2,677
8 Added 0.06%
12,884 $3.86 Million
Q4 2024

Jan 22, 2025
SELL
$312.56 - $358.78 $27,817 - $31,931
-89 Reduced 0.69%
12,876 $4.34 Million
Q3 2024

Oct 22, 2024
SELL
$295.85 - $326.31 $187,273 - $206,554
-633 Reduced 4.66%
12,965 $4.14 Million
Q2 2024

Aug 01, 2024
SELL
$282.65 - $315.06 $124,083 - $138,311
-439 Reduced 3.13%
13,598 $4.02 Million
Q1 2024

Aug 14, 2024
BUY
$272.04 - $310.74 $119,425 - $136,414
439 Added 3.23%
14,037 $4.33 Million
Q1 2024

Apr 26, 2024
SELL
$272.04 - $310.74 $14,962 - $17,090
-55 Reduced 0.39%
14,037 $4.33 Million
Q4 2023

Jan 29, 2024
SELL
$220.07 - $288.88 $974,029 - $1.28 Million
-4,426 Reduced 23.9%
14,092 $4.03 Million
Q3 2023

Oct 23, 2023
SELL
$194.0 - $255.43 $76,436 - $100,639
-394 Reduced 2.08%
18,518 $4.34 Million
Q2 2023

Aug 10, 2023
SELL
$172.03 - $209.11 $28,729 - $34,921
-167 Reduced 0.88%
18,912 $3.71 Million
Q1 2023

May 08, 2023
SELL
$181.22 - $256.64 $4,349 - $6,159
-24 Reduced 0.13%
19,079 $3.87 Million
Q4 2022

Jan 12, 2023
SELL
$209.09 - $249.98 $79,036 - $94,492
-378 Reduced 1.94%
19,103 $0
Q3 2022

Nov 03, 2022
SELL
$209.97 - $260.0 $10,918 - $13,520
-52 Reduced 0.27%
19,481 $4.14 Million
Q2 2022

Jul 14, 2022
SELL
$223.6 - $291.12 $69,316 - $90,247
-310 Reduced 1.56%
19,533 $4.72 Million
Q1 2022

Apr 14, 2022
SELL
$255.56 - $336.03 $812,680 - $1.07 Million
-3,180 Reduced 13.81%
19,843 $5.42 Million
Q4 2021

Jan 18, 2022
SELL
$255.01 - $346.61 $22,950 - $31,194
-90 Reduced 0.39%
23,023 $7.87 Million
Q3 2021

Oct 28, 2021
SELL
$244.27 - $281.46 $57,647 - $66,424
-236 Reduced 1.01%
23,113 $5.99 Million
Q2 2021

Jul 15, 2021
SELL
$231.0 - $265.21 $39,039 - $44,820
-169 Reduced 0.72%
23,349 $6 Million
Q1 2021

Apr 22, 2021
BUY
$216.45 - $252.61 $101,731 - $118,726
470 Added 2.04%
23,518 $5.58 Million
Q4 2020

Jan 21, 2021
SELL
$163.19 - $231.57 $43,245 - $61,366
-265 Reduced 1.14%
23,048 $5.34 Million
Q3 2020

Nov 02, 2020
SELL
$146.02 - $169.56 $214,357 - $248,914
-1,468 Reduced 5.92%
23,313 $3.74 Million
Q2 2020

Jul 20, 2020
BUY
$110.6 - $155.96 $101,420 - $143,015
917 Added 3.84%
24,781 $3.49 Million
Q1 2020

Apr 16, 2020
BUY
$107.02 - $165.72 $139,233 - $215,601
1,301 Added 5.77%
23,864 $2.77 Million
Q4 2019

Jan 27, 2020
SELL
$143.18 - $162.37 $29,351 - $33,285
-205 Reduced 0.9%
22,563 $3.41 Million
Q3 2019

Oct 15, 2019
BUY
$144.99 - $161.58 $67,130 - $74,811
463 Added 2.08%
22,768 $3.33 Million
Q2 2019

Jul 15, 2019
SELL
$127.44 - $148.32 $125,910 - $146,540
-988 Reduced 4.24%
22,305 $3.23 Million
Q1 2019

Apr 29, 2019
SELL
$107.77 - $127.22 $57,764 - $68,189
-536 Reduced 2.25%
23,293 $2.94 Million
Q4 2018

Jan 11, 2019
BUY
$105.5 - $130.7 $228,196 - $282,704
2,163 Added 9.98%
23,829 $2.62 Million
Q3 2018

Oct 29, 2018
SELL
$125.9 - $142.32 $31,475 - $35,580
-250 Reduced 1.14%
21,666 $2.73 Million
Q2 2018

Jul 09, 2018
SELL
$94.75 - $134.08 $17,528 - $24,804
-185 Reduced 0.84%
21,916 $2.81 Million
Q1 2018

Apr 16, 2018
BUY
$90.49 - $101.12 $28,504 - $31,852
315 Added 1.45%
22,101 $2.11 Million
Q4 2017

Jan 16, 2018
BUY
$82.75 - $97.54 $21,515 - $25,360
260 Added 1.21%
21,786 $2.11 Million
Q3 2017

Nov 06, 2017
BUY
$79.78 - $85.07 $1.72 Million - $1.83 Million
21,526
21,526 $1.83 Million

Others Institutions Holding MORN

# of Institutions
510
Shares Held
26.6M
Call Options Held
10.9K
Put Options Held
3.1K
View Full List

About Morningstar, Inc.

MORN Quotes by TradingView
  • Ticker MORN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 42,446,200
  • Market Cap $9.49B
  • 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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