A detailed history of Acadian Asset Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Acadian Asset Management LLC holds 63 shares of MORN stock, worth $21,408. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63
Previous 146 56.85%
Holding current value
$21,408
Previous $43,000 53.49%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$295.85 - $326.31 $24,555 - $27,083
-83 Reduced 56.85%
63 $20,000
Q2 2024

Aug 06, 2024

BUY
$282.65 - $315.06 $17,524 - $19,533
62 Added 73.81%
146 $43,000
Q1 2024

May 10, 2024

SELL
$272.04 - $310.74 $135,747 - $155,059
-499 Reduced 85.59%
84 $25,000
Q4 2023

Feb 13, 2024

BUY
$220.07 - $288.88 $128,300 - $168,417
583 New
583 $166,000
Q1 2021

May 11, 2021

SELL
$216.45 - $252.61 $101,515 - $118,474
-469 Closed
0 $0
Q3 2020

Nov 09, 2020

BUY
$146.02 - $169.56 $68,483 - $79,523
469 New
469 $75,000
Q4 2019

Feb 06, 2020

SELL
$143.18 - $162.37 $2,290 - $2,597
-16 Closed
0 $0
Q3 2019

Nov 07, 2019

BUY
$144.99 - $161.58 $2,319 - $2,585
16 New
16 $2,000
Q1 2019

May 09, 2019

SELL
$107.77 - $127.22 $2,694 - $3,180
-25 Closed
0 $0
Q3 2018

Oct 30, 2018

BUY
$125.9 - $142.32 $3,147 - $3,558
25 New
25 $3,000
Q1 2018

Apr 12, 2018

SELL
$90.49 - $101.12 $537,963 - $601,158
-5,945 Closed
0 $0
Q4 2017

Jan 18, 2018

BUY
$82.75 - $97.54 $491,948 - $579,875
5,945
5,945 $577,000

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 $14.4B
  • 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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