A detailed history of Brighton Jones LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Brighton Jones LLC holds 1,680 shares of MORN stock, worth $356,076. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,680
Previous 1,188 41.41%
Holding current value
$356,076
Previous $372,000 4.57%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

BUY
$231.72 - $311.89 $114,006 - $153,449
492 Added 41.41%
1,680 $389,000
Q2 2025

Jul 31, 2025

BUY
$255.31 - $313.93 $303,308 - $372,948
1,188 New
1,188 $372,000

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 $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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