A detailed history of Exchange Traded Concepts, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Exchange Traded Concepts, LLC holds 2,393 shares of MORN stock, worth $755,996. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,393
Previous 2,115 13.14%
Holding current value
$755,996
Previous $625,000 22.08%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 10, 2024

BUY
$295.85 - $326.31 $82,246 - $90,714
278 Added 13.14%
2,393 $763,000
Q2 2024

Aug 13, 2024

BUY
$282.65 - $315.06 $22,046 - $24,574
78 Added 3.83%
2,115 $625,000
Q1 2024

Apr 15, 2024

BUY
$272.04 - $310.74 $554,145 - $632,977
2,037 New
2,037 $628,000
Q3 2023

Oct 18, 2023

BUY
$194.0 - $255.43 $39,770 - $52,363
205 New
205 $48,000
Q2 2022

Jul 20, 2022

SELL
$223.6 - $291.12 $87,874 - $114,410
-393 Closed
0 $0
Q1 2022

Apr 26, 2022

BUY
$255.56 - $336.03 $100,435 - $132,059
393 New
393 $107,000
Q2 2021

Jul 30, 2021

SELL
$231.0 - $265.21 $6,699 - $7,691
-29 Closed
0 $0
Q1 2021

Apr 20, 2021

SELL
$216.45 - $252.61 $15,584 - $18,187
-72 Reduced 71.29%
29 $7,000
Q4 2020

Jan 19, 2021

BUY
$163.19 - $231.57 $16,482 - $23,388
101 New
101 $23,000

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 $13.4B
  • 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
Track This Portfolio

Track Exchange Traded Concepts, LLC Portfolio

Follow Exchange Traded Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exchange Traded Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exchange Traded Concepts, LLC with notifications on news.