A detailed history of Redmond Asset Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Redmond Asset Management, LLC holds 7,640 shares of MORN stock, worth $2.52 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
7,640
Previous 8,335 8.34%
Holding current value
$2.52 Million
Previous $2.57 Million 12.06%
% of portfolio
0.77%
Previous 0.84%

Shares

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

Aug 09, 2024

SELL
$282.65 - $315.06 $196,441 - $218,966
-695 Reduced 8.34%
7,640 $2.26 Million
Q1 2024

May 07, 2024

SELL
$272.04 - $310.74 $6,528 - $7,457
-24 Reduced 0.29%
8,335 $2.57 Million
Q4 2023

Feb 12, 2024

SELL
$220.07 - $288.88 $37,191 - $48,820
-169 Reduced 1.98%
8,359 $2.39 Million
Q3 2023

Oct 24, 2023

BUY
$194.0 - $255.43 $970 - $1,277
5 Added 0.06%
8,528 $2 Million
Q1 2023

May 03, 2023

BUY
$181.22 - $256.64 $4,168 - $5,902
23 Added 0.27%
8,523 $1.73 Million
Q3 2022

Nov 10, 2022

BUY
$209.97 - $260.0 $484,820 - $600,340
2,309 Added 37.3%
8,500 $1.81 Million
Q2 2022

Aug 10, 2022

SELL
$223.6 - $291.12 $10,732 - $13,973
-48 Reduced 0.77%
6,191 $1.5 Million
Q1 2022

May 03, 2022

SELL
$255.56 - $336.03 $511 - $672
-2 Reduced 0.03%
6,239 $1.7 Million
Q4 2021

Feb 04, 2022

BUY
$255.01 - $346.61 $16,830 - $22,876
66 Added 1.07%
6,241 $2.13 Million
Q3 2021

Oct 22, 2021

BUY
$244.27 - $281.46 $24,427 - $28,145
100 Added 1.65%
6,175 $1.6 Million
Q4 2020

Feb 11, 2021

BUY
$163.19 - $231.57 $339,761 - $482,128
2,082 Added 52.14%
6,075 $1.41 Million
Q3 2020

Nov 06, 2020

BUY
$146.02 - $169.56 $1,898 - $2,204
13 Added 0.33%
3,993 $641,000
Q2 2020

Aug 10, 2020

BUY
$110.6 - $155.96 $440,188 - $620,720
3,980 New
3,980 $561,000

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 $14B
  • 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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