A detailed history of Hm Payson & CO transactions in Morningstar, Inc. stock. As of the latest transaction made, Hm Payson & CO holds 600 shares of MORN stock, worth $189,552. This represents 0.0% of its overall portfolio holdings.

Number of Shares
600
Previous 600 -0.0%
Holding current value
$189,552
Previous $177,000 7.91%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 20, 2024

SELL
$272.04 - $310.74 $54,408 - $62,148
-200 Reduced 25.0%
600 $185,000
Q2 2023

Jul 17, 2023

SELL
$172.03 - $209.11 $34,406 - $41,822
-200 Reduced 20.0%
800 $156,000
Q1 2023

Apr 18, 2023

SELL
$181.22 - $256.64 $18,122 - $25,664
-100 Reduced 9.09%
1,000 $203,000
Q3 2022

Oct 25, 2022

SELL
$209.97 - $260.0 $31,495 - $39,000
-150 Reduced 12.0%
1,100 $234,000
Q2 2022

Aug 15, 2022

SELL
$223.6 - $291.12 $22,360 - $29,112
-100 Reduced 7.41%
1,250 $302,000
Q4 2020

Mar 10, 2021

SELL
$163.19 - $231.57 $81,595 - $115,785
-500 Reduced 27.03%
1,350 $313,000
Q2 2020

Aug 13, 2020

SELL
$110.6 - $155.96 $16,590 - $23,394
-150 Reduced 7.5%
1,850 $261,000
Q1 2020

Jul 01, 2020

SELL
$107.02 - $165.72 $5,351 - $8,286
-50 Reduced 2.44%
2,000 $233,000
Q2 2019

Aug 15, 2019

BUY
$127.44 - $148.32 $261,252 - $304,056
2,050 New
2,050 $297,000

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
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