A detailed history of Mackenzie Financial Corp transactions in Morningstar, Inc. stock. As of the latest transaction made, Mackenzie Financial Corp holds 2,716 shares of MORN stock, worth $869,011. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,716
Previous 2,716 -0.0%
Holding current value
$869,011
Previous $914,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$312.56 - $358.78 $848,912 - $974,446
2,716 New
2,716 $914,000
Q1 2023

Apr 24, 2023

SELL
$181.22 - $256.64 $239,210 - $338,764
-1,320 Reduced 36.94%
2,253 $457,000
Q4 2022

Feb 14, 2023

BUY
$209.09 - $249.98 $747,078 - $893,178
3,573 New
3,573 $773,000

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 $13.6B
  • 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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