A detailed history of Td Private Client Wealth LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Td Private Client Wealth LLC holds 7 shares of MORN stock, worth $2,394. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7
Holding current value
$2,394
% of portfolio
0.0%

Shares

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

Nov 18, 2024

BUY
$295.85 - $326.31 $2,070 - $2,284
7 New
7 $2.23 Million
Q4 2022

Aug 16, 2024

SELL
$209.09 - $249.98 $418 - $499
-2 Closed
0 $0
Q2 2022

Aug 16, 2024

SELL
$223.6 - $291.12 $670 - $873
-3 Reduced 60.0%
2 $484,000
Q1 2022

Aug 16, 2024

BUY
$255.56 - $336.03 $1,277 - $1,680
5 New
5 $1.37 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 $14.5B
  • 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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