A detailed history of Ubs Asset Management Americas Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 88,679 shares of MORN stock, worth $30.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
88,679
Previous 82,474 7.52%
Holding current value
$30.2 Million
Previous $24.4 Million 15.98%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$295.85 - $326.31 $1.84 Million - $2.02 Million
6,205 Added 7.52%
88,679 $28.3 Million
Q2 2024

Aug 13, 2024

BUY
$282.65 - $315.06 $8.9 Million - $9.92 Million
31,490 Added 61.76%
82,474 $24.4 Million
Q1 2024

May 15, 2024

BUY
$272.04 - $310.74 $1.11 Million - $1.27 Million
4,080 Added 8.7%
50,984 $15.7 Million
Q4 2023

Feb 14, 2024

BUY
$220.07 - $288.88 $606,072 - $795,575
2,754 Added 6.24%
46,904 $13.4 Million
Q3 2023

Nov 13, 2023

BUY
$194.0 - $255.43 $184,882 - $243,424
953 Added 2.21%
44,150 $10.3 Million
Q1 2023

May 15, 2023

BUY
$181.22 - $256.64 $304,268 - $430,898
1,679 Added 4.04%
43,197 $8.77 Million
Q4 2022

Feb 14, 2023

SELL
$209.09 - $249.98 $427,589 - $511,209
-2,045 Reduced 4.69%
41,518 $8.99 Million
Q3 2022

Nov 14, 2022

BUY
$209.97 - $260.0 $139,630 - $172,900
665 Added 1.55%
43,563 $9.25 Million
Q2 2022

Aug 12, 2022

SELL
$223.6 - $291.12 $215,774 - $280,930
-965 Reduced 2.2%
42,898 $10.4 Million
Q1 2022

May 16, 2022

BUY
$255.56 - $336.03 $206,748 - $271,848
809 Added 1.88%
43,863 $12 Million
Q4 2021

Feb 14, 2022

BUY
$255.01 - $346.61 $293,771 - $399,294
1,152 Added 2.75%
43,054 $14.7 Million
Q3 2021

Nov 15, 2021

BUY
$244.27 - $281.46 $219,110 - $252,469
897 Added 2.19%
41,902 $10.9 Million
Q2 2021

Aug 16, 2021

BUY
$231.0 - $265.21 $472,395 - $542,354
2,045 Added 5.25%
41,005 $10.5 Million
Q1 2021

May 14, 2021

BUY
$216.45 - $252.61 $128,571 - $150,050
594 Added 1.55%
38,960 $8.77 Million
Q4 2020

Mar 01, 2021

BUY
$163.19 - $231.57 $1.49 Million - $2.11 Million
9,103 Added 31.11%
38,366 $8.88 Million
Q3 2020

Nov 13, 2020

SELL
$146.02 - $169.56 $60,452 - $70,197
-414 Reduced 1.4%
29,263 $4.7 Million
Q2 2020

Aug 14, 2020

SELL
$110.6 - $155.96 $66,581 - $93,887
-602 Reduced 1.99%
29,677 $4.18 Million
Q1 2020

May 15, 2020

BUY
$107.02 - $165.72 $398,435 - $616,975
3,723 Added 14.02%
30,279 $3.52 Million
Q4 2019

Feb 14, 2020

BUY
$143.18 - $162.37 $213,910 - $242,580
1,494 Added 5.96%
26,556 $4.02 Million
Q3 2019

Nov 14, 2019

BUY
$144.99 - $161.58 $340,581 - $379,551
2,349 Added 10.34%
25,062 $3.66 Million
Q2 2019

Aug 15, 2019

SELL
$127.44 - $148.32 $87,041 - $101,302
-683 Reduced 2.92%
22,713 $0
Q1 2019

May 14, 2019

BUY
$107.77 - $127.22 $449,400 - $530,507
4,170 Added 21.69%
23,396 $0
Q4 2018

Feb 13, 2019

SELL
$105.5 - $130.7 $460,929 - $571,028
-4,369 Reduced 18.52%
19,226 $2.11 Million
Q3 2018

Nov 14, 2018

BUY
$125.9 - $142.32 $29,586 - $33,445
235 Added 1.01%
23,595 $0
Q2 2018

Aug 14, 2018

BUY
$94.75 - $134.08 $351,901 - $497,973
3,714 Added 18.9%
23,360 $0
Q1 2018

May 14, 2018

BUY
$90.49 - $101.12 $36,196 - $40,448
400 Added 2.08%
19,646 $0
Q4 2017

Feb 09, 2018

BUY
$82.75 - $97.54 $411,184 - $484,676
4,969 Added 34.8%
19,246 $0
Q3 2017

Nov 13, 2017

BUY
$79.78 - $85.07 $1.14 Million - $1.21 Million
14,277
14,277 $0

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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