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 $3.65 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

12,179

Previous 12,884 5.47%

Holding current value

$3.65 Million

Previous $3.86 Million 1.04%

% of portfolio

0.3%

Previous 0.33%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

496

Shares Held

25.7M

Call Options Held

12.4K

Put Options Held

3.7K

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $12.7B
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...

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