A detailed history of Federated Hermes, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Federated Hermes, Inc. holds 2,293 shares of MORN stock, worth $781,385. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,293
Previous 2,260 1.46%
Holding current value
$781,385
Previous $668,000 9.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$295.85 - $326.31 $9,763 - $10,768
33 Added 1.46%
2,293 $731,000
Q2 2024

Aug 08, 2024

SELL
$282.65 - $315.06 $148,108 - $165,091
-524 Reduced 18.82%
2,260 $668,000
Q1 2024

May 14, 2024

SELL
$272.04 - $310.74 $45,430 - $51,893
-167 Reduced 5.66%
2,784 $858,000
Q4 2023

Jan 31, 2024

SELL
$220.07 - $288.88 $130,061 - $170,728
-591 Reduced 16.69%
2,951 $844,000
Q3 2023

Nov 13, 2023

BUY
$194.0 - $255.43 $687,148 - $904,733
3,542 New
3,542 $829,000
Q4 2021

Feb 14, 2022

SELL
$255.01 - $346.61 $19,890 - $27,035
-78 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$244.27 - $281.46 $732 - $844
3 Added 4.0%
78 $20,000
Q2 2021

Aug 16, 2021

BUY
$231.0 - $265.21 $17,325 - $19,890
75 New
75 $19,000

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 $14.5B
  • 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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