A detailed history of Df Dent & CO Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Df Dent & CO Inc holds 88,378 shares of MORN stock, worth $28.8 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
88,378
Previous 54,783 61.32%
Holding current value
$28.8 Million
Previous $16.2 Million 74.02%
% of portfolio
0.37%
Previous 0.23%

Shares

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

Nov 14, 2024

BUY
$295.85 - $326.31 $9.94 Million - $11 Million
33,595 Added 61.32%
88,378 $28.2 Million
Q2 2024

Aug 14, 2024

BUY
$282.65 - $315.06 $2.15 Million - $2.4 Million
7,614 Added 16.14%
54,783 $16.2 Million
Q1 2024

May 15, 2024

SELL
$272.04 - $310.74 $70,730 - $80,792
-260 Reduced 0.55%
47,169 $14.5 Million
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $10.4 Million - $13.7 Million
47,429 New
47,429 $13.6 Million

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 $13.8B
  • 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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