A detailed history of Johnson Investment Counsel Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Johnson Investment Counsel Inc holds 4,317 shares of MORN stock, worth $1.44 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,317
Previous 4,403 1.95%
Holding current value
$1.44 Million
Previous $1.36 Million 5.9%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$282.65 - $315.06 $24,307 - $27,095
-86 Reduced 1.95%
4,317 $1.28 Million
Q1 2024

May 09, 2024

SELL
$272.04 - $310.74 $6,528 - $7,457
-24 Reduced 0.54%
4,403 $1.36 Million
Q2 2023

Aug 10, 2023

SELL
$172.03 - $209.11 $13,934 - $16,937
-81 Reduced 1.8%
4,427 $868,000
Q4 2022

Feb 14, 2023

SELL
$209.09 - $249.98 $30,318 - $36,247
-145 Reduced 3.12%
4,508 $976,000
Q3 2022

Nov 14, 2022

BUY
$209.97 - $260.0 $6,299 - $7,800
30 Added 0.65%
4,653 $988,000
Q2 2022

Aug 15, 2022

SELL
$223.6 - $291.12 $30,409 - $39,592
-136 Reduced 2.86%
4,623 $1.12 Million
Q1 2022

May 11, 2022

SELL
$255.56 - $336.03 $26,833 - $35,283
-105 Reduced 2.16%
4,759 $1.3 Million
Q4 2021

Feb 15, 2022

SELL
$255.01 - $346.61 $22,950 - $31,194
-90 Reduced 1.82%
4,864 $1.66 Million
Q2 2021

Aug 13, 2021

SELL
$231.0 - $265.21 $63,987 - $73,463
-277 Reduced 5.3%
4,954 $1.27 Million
Q1 2021

May 14, 2021

SELL
$216.45 - $252.61 $127,705 - $149,039
-590 Reduced 10.14%
5,231 $1.18 Million
Q4 2020

Feb 12, 2021

SELL
$163.19 - $231.57 $33,617 - $47,703
-206 Reduced 3.42%
5,821 $1.35 Million
Q2 2020

Aug 13, 2020

SELL
$110.6 - $155.96 $332,353 - $468,659
-3,005 Reduced 33.27%
6,027 $850,000
Q1 2020

May 20, 2020

SELL
$107.02 - $165.72 $33,069 - $51,207
-309 Reduced 3.31%
9,032 $1.05 Million
Q4 2019

Feb 13, 2020

SELL
$143.18 - $162.37 $3,293 - $3,734
-23 Reduced 0.25%
9,341 $1.41 Million
Q3 2019

Nov 14, 2019

SELL
$144.99 - $161.58 $29,722 - $33,123
-205 Reduced 2.14%
9,364 $1.37 Million
Q2 2019

Aug 14, 2019

SELL
$127.44 - $148.32 $61,680 - $71,786
-484 Reduced 4.81%
9,569 $1.38 Million
Q1 2019

May 13, 2019

SELL
$107.77 - $127.22 $87,509 - $103,302
-812 Reduced 7.47%
10,053 $1.27 Million
Q4 2018

Feb 13, 2019

SELL
$105.5 - $130.7 $28,485 - $35,289
-270 Reduced 2.42%
10,865 $1.19 Million
Q3 2018

Nov 14, 2018

SELL
$125.9 - $142.32 $301,530 - $340,856
-2,395 Reduced 17.7%
11,135 $1.4 Million
Q2 2018

Aug 14, 2018

SELL
$94.75 - $134.08 $1.17 Million - $1.66 Million
-12,390 Reduced 47.8%
13,530 $1.74 Million
Q1 2018

May 15, 2018

SELL
$90.49 - $101.12 $12.9 Million - $14.4 Million
-142,752 Reduced 84.63%
25,920 $2.48 Million
Q4 2017

Feb 14, 2018

SELL
$82.75 - $97.54 $244,195 - $287,840
-2,951 Reduced 1.72%
168,672 $16.4 Million
Q3 2017

Nov 14, 2017

BUY
$79.78 - $85.07 $13.7 Million - $14.6 Million
171,623
171,623 $14.6 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 $14.1B
  • 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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