Morningstar Stock News

DekaBank Deutsche Girozentrale lessened its holdings in Morningstar, Inc. (NASDAQ:MORN) by 3.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,556 shares of the business services providers stock after selling 85 shares during the period. DekaBank Deutsche Girozentrales holdings in Morningstar were []

Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph D. Mansueto sold 13,591 shares of Morningstar stock in a transaction that occurred on Wednesday, December 15th. The shares were sold at an average price of $327.89, for a total transaction of $4,456,352.99. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the []

Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph D. Mansueto sold 9,277 shares of the companys stock in a transaction on Monday, December 13th. The shares were sold at an average price of $323.89, for a total transaction of $3,004,727.53. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at []

The US’s Dimensional reduces fees on mutual funds and ETFs Submitted 17/12/2021 - 3:26pm US fund managers Dimensional Fund Advisors is to reduce management fees across 47 mutual funds and three ETFs, effective February 28, 2022. The changes represent a 13 per cent reduction on an asset-weighted basis1 for the impacted funds, which cover a broad range of investment solutions, from global equity and fixed income strategies to sustainability and social funds. The firm writes that throughout its history, Dimensional has continually enhanced its investment solutions and sought to pass efficiencies and benefits of scale along to clients. The firm says that it is proactive in taking a long-term view, pricing by strategy rather than product wrapper as it seeks to deliver value over index, traditional active, and systematic active alternatives. The move builds on the momentum of Dimensional’s successful ETF launches and mutual fund conversions over the past year. The firm’s current lineup of 13 ETFs has grown to more than USD42 billion in assets under management during that time, putting Dimensional on the cusp of becoming one of the top 10 issuers by assets. “For 40 years, Dimensional has been an industry leader in providing low-cost, diversified strategies,” Dimensional Co-CEO and Chief Investment Officer Gerard O’Reilly says. “We are committed to continuing to offer investors robust solutions that provide the benefits of indexing with the higher expected returns and increased risk management of flexible, daily implementation.” The firm writes that it has a track record of regularly reviewing and reducing fees for the benefit of clients and investors.

Navellier & Associates Inc. decreased its holdings in shares of Morningstar, Inc. (NASDAQ:MORN) by 2.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,435 shares of the business services providers stock after selling 51 shares during the quarter. Navellier []

A fund manager''s who''s outperformed his peers the last 10 years and is rated five stars by Morningstar is naturally worth listening to. For details on this manager''s investing style and what he currently finds compelling, attractive and/or cheap, here are excerpts from a Morningstar article. The post Two Stock Ideas From Five-Star Dividend Growth Manager appeared first on Uncommon Sense Investor .

Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph D. Mansueto sold 10,516 shares of the businesss stock in a transaction that occurred on Friday, December 10th. The stock was sold at an average price of $321.34, for a total transaction of $3,379,211.44. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible []

Morningstar conducted a review of the 2021 Australian Multisector funds based on qualitative research conducted on 125 strategies. Seven strategies achieved ratings upgrades on greater product confidence, 17 unlisted funds were downgraded owing to reduced confidence in the investment team, initiated coverage on 9 strategies, and one strategy ceased coverage. With green investing becoming all The post Australian Ethical leads multisector fund upgrades by Morningstar appeared first on The Inside Adviser .

YHB Investment Advisors Inc. cut its position in shares of Morningstar, Inc. (NASDAQ:MORN) by 1.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 23,113 shares of the business services provider’s stock after selling 236 shares during the quarter. YHB Investment Advisors Inc. owned […]

Davy Global Fund Management Ltd acquired a new position in shares of Morningstar, Inc. (NASDAQ:MORN) during the 3rd quarter, Holdings Channel.com reports. The fund acquired 4,049 shares of the business services providers stock, valued at approximately $1,049,000. A number of other large investors have also bought and sold shares of MORN. Koshinski Asset Management Inc. []

(PR-inside.com) Addition of Investors Alley builds on momentum of recent acquisitions by Financial Answers of Stock News Network and Wealthpop; follows recently announced series C with strategic investors that include Hamilton Lane, JP Morgan, Morningstar and Broadridge BOULDER, CO and NEW YORK, NY / ACCESSWIRE / December 14, 2021 / TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, announced its Financial Answers division has completed the acquisition of Investors Alley, Inc. A financial education platform which helps people understand investing, Investors Alley reaches more than 700,000 individual investors monthly. TIFIN Founder and CEO, Vinay Nair, ..

Addition of Investors Alley builds on momentum of recent acquisitions by Financial Answers of Stock News Network and Wealthpop; follows recently announced series C with strategic investors that include Hamilton Lane, JP Morgan, Morningstar and …

Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph D. Mansueto sold 10,516 shares of Morningstar stock in a transaction dated Friday, December 10th. The stock was sold at an average price of $321.34, for a total transaction of $3,379,211.44. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the […]

Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph D. Mansueto sold 8,053 shares of the stock in a transaction that occurred on Wednesday, December 8th. The stock was sold at an average price of $322.97, for a total transaction of $2,600,877.41. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available []