Ifp Advisors, Inc Morningstar, Inc. Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 253 shares of MORN stock, worth $53,623. This represents 0.0% of its overall portfolio holdings.

Number of Shares

253

Previous 137 84.67%

Holding current value

$53,623

Previous $43,000 34.88%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	BUY	$231.72 - $311.89 $26,879 - $36,179	116 Added 84.67%	253 $58,000
Q2 2025 Jul 24, 2025	BUY	$255.31 - $313.93 $25,531 - $31,393	100 Added 270.27%	137 $43,000
Q1 2025 May 05, 2025	BUY	$282.49 - $334.73 $2,542 - $3,012	9 Added 32.14%	37 $11,000
Q4 2024 Feb 04, 2025	BUY	$312.56 - $358.78 $312 - $358	1 Added 3.7%	28 $9,000
Q3 2024 Feb 04, 2025	SELL	$295.85 - $326.31 $1,183 - $1,305	-4 Reduced 12.9%	27 $8,000

Q2 2024 Jul 30, 2024	BUY	$282.65 - $315.06 $282 - $315	1 Added 3.33%	31 $9,000
Q1 2024 Jul 30, 2024	SELL	$272.04 - $310.74 $2,448 - $2,796	-9 Reduced 23.08%	30 $9,000
Q4 2023 Jan 09, 2024	BUY	$220.07 - $288.88 $440 - $577	2 Added 5.41%	39 $11,000
Q1 2023 Apr 18, 2023	SELL	$181.22 - $256.64 $56,903 - $80,584	-314 Reduced 89.46%	37 $7,000
Q4 2022 Feb 07, 2023	SELL	$209.09 - $249.98 $2,299 - $2,749	-11 Reduced 3.04%	351 $61,000
Q3 2022 Nov 08, 2022	SELL	$209.97 - $260.0 $419 - $520	-2 Reduced 0.55%	362 $62,000
Q2 2022 Sep 06, 2022	BUY	$223.6 - $291.12 $81,390 - $105,967	364 New	364 $62,000
Q2 2022 Aug 12, 2022	SELL	$223.6 - $291.12 $81,390 - $105,967	-364 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$255.56 - $336.03 $82,545 - $108,537	323 Added 787.8%	364 $99,000
Q1 2022 Aug 08, 2022	BUY	$255.56 - $336.03 $1,022 - $1,344	4 Added 10.81%	41 $11,000
Q3 2021 Oct 06, 2021	SELL	$244.27 - $281.46 $244 - $281	-1 Reduced 2.63%	37 $10,000
Q2 2021 Jul 13, 2021	BUY	$231.0 - $265.21 $231 - $265	1 Added 2.7%	38 $10,000
Q1 2021 Apr 30, 2021	SELL	$216.45 - $252.61 $2,597 - $3,031	-12 Reduced 24.49%	37 $8,000
Q1 2020 May 12, 2020	SELL	$107.02 - $165.72 $107 - $165	-1 Reduced 2.0%	49 $5,000
Q3 2019 Nov 07, 2019	SELL	$144.99 - $161.58 $579 - $646	-4 Reduced 7.41%	50 $7,000
Q1 2019 May 15, 2019	SELL	$107.77 - $127.22 $6,358 - $7,505	-59 Reduced 52.21%	54 $7,000
Q4 2018 Jan 23, 2019	SELL	$105.5 - $130.7 $8,756 - $10,848	-83 Reduced 42.35%	113 $12,000
Q3 2018 Oct 25, 2018	BUY	$125.9 - $142.32 $11,456 - $12,951	91 Added 86.67%	196 $0
Q2 2018 Aug 07, 2018	SELL	$94.75 - $134.08 $3,221 - $4,558	-34 Reduced 24.46%	105 $0
Q1 2018 Jun 03, 2019	BUY	$90.49 - $101.12 $2,805 - $3,134	31 Added 28.7%	139 $13,000
Q1 2018 May 09, 2018	SELL	$90.49 - $101.12 $2,805 - $3,134	-31 Reduced 22.3%	108 $0
Q4 2017 Jan 24, 2018	BUY	$82.75 - $97.54 $1,820 - $2,145	22 Added 18.8%	139 $0
Q1 2017 Jun 03, 2019	SELL	N/A	-4 Reduced 3.31%	117 $9,000
Q4 2016 Jun 03, 2019	SELL	N/A	-9 Reduced 6.92%	121 $9,000
Q2 2016 Jun 03, 2019	BUY	N/A	76 Added 140.74%	130 $11,000
Q1 2016 Jun 03, 2019	BUY	N/A	54	54 $7,000

Others Institutions Holding MORN

# of Institutions

494

Shares Held

26M

Call Options Held

61K

Put Options Held

View Full List

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...

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