A detailed history of Yousif Capital Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Yousif Capital Management, LLC holds 9,487 shares of MORN stock, worth $3.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,487
Previous 9,881 3.99%
Holding current value
$3.09 Million
Previous $3.15 Million 1.3%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 27, 2025

SELL
$312.56 - $358.78 $123,148 - $141,359
-394 Reduced 3.99%
9,487 $3.19 Million
Q3 2024

Oct 30, 2024

SELL
$295.85 - $326.31 $309,459 - $341,320
-1,046 Reduced 9.57%
9,881 $3.15 Million
Q2 2024

Jul 31, 2024

SELL
$282.65 - $315.06 $266,821 - $297,416
-944 Reduced 7.95%
10,927 $3.23 Million
Q1 2024

Apr 26, 2024

SELL
$272.04 - $310.74 $63,113 - $72,091
-232 Reduced 1.92%
11,871 $3.66 Million
Q4 2023

Feb 01, 2024

SELL
$220.07 - $288.88 $22,447 - $29,465
-102 Reduced 0.84%
12,103 $3.46 Million
Q3 2023

Oct 30, 2023

BUY
$194.0 - $255.43 $2.37 Million - $3.12 Million
12,205 New
12,205 $2.86 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 $13.8B
  • 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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