Bank of America Corporation 13D and 13G filings for Morningstar, Inc.:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Shares have been adjusted for stock splits.
| Reported DateTime | Transaction Date | Type | Company Symbol | Filed By Symbol | Shares Owned % Owned | Shares Vs. Prev Report | View |
| 2024-02-13 7:39 pm Sale | 2023-12-31 | 13G | Morningstar, Inc. MORN | BANK OF AMERICA CORP BAC | 1,195,926 2.800% | -1,070,799 (-47.24%) | Filing |
| 2023-02-14 08:28 am Purchase | 2022-12-31 | 13G | Morningstar, Inc. MORN | BANK OF AMERICA CORP BAC | 2,266,725 5.300% | 2,266,725 (New Position) | Filing |