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Morningstar (Morningstar) Investments And Advances

: $100 Mil (As of Dec. 2023)
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Morningstar's Investments And Advances for the quarter that ended in Dec. 2023 was $100 Mil.

Morningstar's quarterly Investments And Advances declined from Jun. 2023 ($115 Mil) to Sep. 2023 ($105 Mil) and declined from Sep. 2023 ($105 Mil) to Dec. 2023 ($100 Mil).

Morningstar's annual Investments And Advances increased from Dec. 2021 ($63 Mil) to Dec. 2022 ($96 Mil) and increased from Dec. 2022 ($96 Mil) to Dec. 2023 ($100 Mil).


Morningstar Investments And Advances Historical Data

The historical data trend for Morningstar's Investments And Advances can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Morningstar Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Investments And Advances
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 59.60 32.60 63.30 96.00 100.20

Morningstar Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Investments And Advances Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 96.00 117.70 114.80 104.80 100.20

Morningstar Investments And Advances Calculation

Investments And Advances includes all the non-current investments in affiliates, real estate, securities, etc.


Morningstar (Morningstar) Business Description

Traded in Other Exchanges
Address
22 West Washington Street, Chicago, IL, USA, 60602
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, and currency exchanges and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.
Executives
Joseph D Mansueto director, 10 percent owner, officer: Executive Chairman C/O MORNINGSTAR, INC., 225 WEST WACKER DRIVE, CHICAGO IL 60606
Robin Diamonte director C/O MORNINGSTAR, INC., 22 WEST WASHINGTON ST., CHICAGO IL 60602
Gail S Landis director MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Daniel Joseph Dunn officer: Chief Revenue Officer C/O MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Caroline J Tsay director C/O ROSETTA STONE INC., 1919 NORTH LYNN STREET, 7TH FLOOR, ARLINGTON VA 22209
Bevin Desmond officer: Head of Talent and Culture C/O MORNINGSTAR, INC., 225 WEST WACKER DRIVE, CHICAGO IL 60606
William M Lyons director 225 WEST WACKER DRIVE, CHICAGO IL 60606
Cheryl A Francis director 8237 GREYSTONE COURT, BURR RIDGE IL 60527
Doniel Sutton director C/O MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Steven N Kaplan director 1101 EAST 58TH STREET, CHICAGO IL 60637
Stephen Joynt director C/O MORNINGSTAR, INC., 22 W. WASHINGTON STREET, CHICAGO IL 60602
Kimberly J Mcgarry officer: Global Controller & CAO 22 WEST WASHINGTON STREET, 6TH FLOOR, CHICAGO IL 60602
Jason Dubinsky officer: Chief Financial Officer C/O MORNINGSTAR, INC., 22 W. WASHINGTON STREET, CHICAGO IL 60602
Kunal Kapoor director, officer: CEO MORNINGSTAR, INC., 22 WEST WASHINGTON STREET, CHICAGO IL 60602
Jack Noonan director 17000 GULF BLVD, UNIT B, N. REDINGTON BEACH FL 33708