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Waverly Advisors LLC Purchases Shares of 21,153 Morningstar, Inc. $MORN
['Logan Wallace']
Ticker Report
Waverly Advisors LLC acquired a new stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) during the first quarter, according to its most recent disclosure with the SEC.
Verdence Capital Advisors LLC boosted its position in shares of Morningstar by 3.9% in the fourth quarter.
Verdence Capital Advisors LLC now owns 1,423 shares of the business services provider’s stock worth $309,000 after purchasing an additional 54 shares during the period.
Finally, Diversify Advisory Services LLC increased its stake in shares of Morningstar by 4.7% in the third quarter.
Following the completion of the transaction, the director directly owned 13,904 shares of the company’s stock, valued at approximately $2,488,816.