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Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | Morningstar, Inc. | MORN | 399,032 | 14,545 | 78,238,204,000 | -5,037,835,000 | $196,070.00 |
12/31/2022 | Morningstar, Inc. | MORN | 384,487 | -3,807 | 83,276,039,000 | 83,193,596,000 | $216,590.00 |
09/30/2022 | Morningstar, Inc. | MORN | 388,294 | 10,850 | 82,443,000 | -8,969,000 | $212.32 |
06/30/2022 | Morningstar, Inc. | MORN | 377,444 | 8,851 | 91,412,000 | -9,408,000 | $242.19 |
03/31/2022 | Morningstar, Inc. | MORN | 368,593 | 1,017 | 100,820,000 | -24,887,000 | $273.53 |
12/31/2021 | Morningstar, Inc. | MORN | 367,576 | 13,752 | 125,707,000 | 34,056,000 | $341.99 |
09/30/2021 | Morningstar, Inc. | MORN | 353,824 | 4,377 | 91,651,000 | 1,805,000 | $259.03 |
06/30/2021 | Morningstar, Inc. | MORN | 349,447 | 70,389 | 89,846,000 | 27,047,000 | $257.11 |
03/31/2021 | Morningstar, Inc. | MORN | 279,058 | -5,901 | 62,799,000 | -3,279,000 | $225.04 |
12/31/2020 | Morningstar, Inc. | MORN | 284,959 | -1,931 | 66,078,000 | 20,001,000 | $231.89 |
09/30/2020 | Morningstar, Inc. | MORN | 286,890 | -11,124 | 46,077,000 | 4,066,000 | $160.61 |
06/30/2020 | Morningstar, Inc. | MORN | 298,014 | 6,297 | 42,011,000 | 8,099,000 | $140.97 |
03/31/2020 | Morningstar, Inc. | MORN | 291,717 | 22,315 | 33,912,000 | -6,851,000 | $116.25 |
12/31/2019 | Morningstar, Inc. | MORN | 269,402 | -979 | 40,763,000 | 1,250,000 | $151.31 |
09/30/2019 | Morningstar, Inc. | MORN | 270,381 | -3,220 | 39,513,000 | -61,000 | $146.14 |
06/30/2019 | Morningstar, Inc. | MORN | 273,601 | 3,016 | 39,574,000 | 5,483,000 | $144.64 |
03/31/2019 | Morningstar, Inc. | MORN | 270,585 | -17,236 | 34,091,000 | 2,477,000 | $125.99 |
12/31/2018 | Morningstar, Inc. | MORN | 287,821 | -6,334 | 31,614,000 | -5,421,000 | $109.84 |
09/30/2018 | Morningstar, Inc. | MORN | 294,155 | 17,054 | 37,035,000 | 1,493,000 | $125.90 |
06/30/2018 | Morningstar, Inc. | MORN | 277,101 | -21,072 | 35,542,000 | 6,623,000 | $128.26 |
12/31/2017 | Morningstar, Inc. | MORN | 298,173 | 6,737 | 28,919,000 | 4,159,000 | $96.99 |
09/30/2017 | Morningstar, Inc. | MORN | 291,436 | 5,387 | 24,760,000 | 2,345,000 | $84.96 |
06/30/2017 | Morningstar, Inc. | MORN | 286,049 | 18,730 | 22,415,000 | 1,402,000 | $78.36 |
03/31/2017 | Morningstar, Inc. | MORN | 267,319 | 6,341 | 21,013,000 | 1,821,000 | $78.61 |
12/31/2016 | Morningstar, Inc. | MORN | 260,978 | 9,113 | 19,192,000 | -777,000 | $73.54 |
09/30/2016 | Morningstar, Inc. | MORN | 251,865 | 14,939 | 19,969,000 | 593,000 | $79.28 |
06/30/2016 | Morningstar, Inc. | MORN | 236,926 | -2,549 | 19,376,000 | -1,767,000 | $81.78 |
03/31/2016 | Morningstar, Inc. | MORN | 239,475 | 9,822 | 21,143,000 | 2,717,000 | $88.29 |
12/31/2015 | Morningstar, Inc. | MORN | 235,126 | 5,473 | 18,902,000 | 476,000 | $80.39 |
09/30/2015 | Morningstar, Inc. | MORN | 229,653 | -5,395 | 18,426,000 | -272,000 | $80.23 |
06/30/2015 | Morningstar, Inc. | MORN | 235,048 | -509 | 18,698,000 | 1,058,000 | $79.55 |
03/31/2015 | Morningstar, Inc. | MORN | 235,557 | -719 | 17,640,000 | 2,354,000 | $74.89 |
12/31/2014 | Morningstar, Inc. | MORN | 236,276 | 3,762 | 15,286,000 | -501,000 | $64.70 |
09/30/2014 | Morningstar, Inc. | MORN | 232,514 | -20,700 | 15,787,000 | -2,390,000 | $67.90 |
06/30/2014 | Morningstar, Inc. | MORN | 253,214 | -3,518 | 18,177,000 | -2,109,000 | $71.79 |
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