A detailed history of Northwestern Mutual Wealth Management CO transactions in Morningstar, Inc. stock. As of the latest transaction made, Northwestern Mutual Wealth Management CO holds 23 shares of MORN stock, worth $7,837. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23
Previous 4 475.0%
Holding current value
$7,837
Previous $1,000 600.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$295.85 - $326.31 $5,621 - $6,199
19 Added 475.0%
23 $7,000
Q2 2024

Aug 15, 2024

BUY
$282.65 - $315.06 $1,130 - $1,260
4 New
4 $1,000
Q4 2023

Feb 13, 2024

BUY
$220.07 - $288.88 $6,382 - $8,377
29 Added 290.0%
39 $11,000
Q3 2023

Nov 14, 2023

BUY
$194.0 - $255.43 $1,940 - $2,554
10 New
10 $2,000
Q4 2022

Feb 21, 2023

SELL
$209.09 - $249.98 $2,090 - $2,499
-10 Reduced 71.43%
4 $0
Q2 2022

Aug 04, 2022

BUY
$223.6 - $291.12 $1,565 - $2,037
7 Added 100.0%
14 $4,000
Q1 2022

May 09, 2022

SELL
$255.56 - $336.03 $511 - $672
-2 Reduced 22.22%
7 $2,000
Q4 2021

Feb 03, 2022

BUY
$255.01 - $346.61 $510 - $693
2 Added 28.57%
9 $3,000
Q3 2021

Nov 15, 2021

SELL
$244.27 - $281.46 $488 - $562
-2 Reduced 22.22%
7 $2,000
Q2 2021

Aug 13, 2021

SELL
$231.0 - $265.21 $70,686 - $81,154
-306 Reduced 97.14%
9 $2,000
Q1 2021

May 14, 2021

BUY
$216.45 - $252.61 $68,181 - $79,572
315 New
315 $70,000
Q2 2019

Aug 12, 2019

SELL
$127.44 - $148.32 $31,860 - $37,080
-250 Closed
0 $0
Q1 2019

May 10, 2019

SELL
$107.77 - $127.22 $3,340 - $3,943
-31 Reduced 11.03%
250 $31,000
Q3 2018

Nov 01, 2018

BUY
$125.9 - $142.32 $35,377 - $39,991
281 New
281 $35,000
Q4 2017

Jan 31, 2018

SELL
$82.75 - $97.54 $4,054 - $4,779
-49 Closed
0 $0
Q3 2017

Nov 07, 2017

BUY
$79.78 - $85.07 $3,909 - $4,168
49
49 $4,000

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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