Legal & General Group PLC Morningstar, Inc. Transaction History

Legal & General Group PLC

$470 Billion
Q3 2024

A detailed history of Legal & General Group PLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Legal & General Group PLC holds 51,062 shares of MORN stock, worth $17.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

51,062

Previous 51,062 -0.0%

Holding current value

$17.2 Million

Previous $16.3 Million -0.0%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$295.85 - $326.31 $793,469 - $875,163	2,682 Added 5.54%	51,062 $16.3 Million
Q2 2024 Aug 14, 2024	BUY	$282.65 - $315.06 $1.36 Million - $1.51 Million	4,797 Added 11.01%	48,380 $14.3 Million
Q1 2024 Jul 01, 2024	BUY	$272.04 - $310.74 $49,511 - $56,554	182 Added 0.42%	43,583 $13.4 Million
Q1 2024 May 14, 2024	BUY	$272.04 - $310.74 $59,304 - $67,741	218 Added 0.5%	43,401 $13.4 Million
Q4 2023 Feb 15, 2024	BUY	$220.07 - $288.88 $600,350 - $788,064	2,728 Added 6.74%	43,183 $12.4 Million
Q3 2023 Nov 14, 2023	BUY	$194.0 - $255.43 $2.48 Million - $3.26 Million	12,776 Added 46.16%	40,455 $9.48 Million
Q2 2023 Aug 14, 2023	SELL	$172.03 - $209.11 $2.98 Million - $3.62 Million	-17,332 Reduced 38.51%	27,679 $5.43 Million
Q1 2023 May 15, 2023	BUY	$181.22 - $256.64 $383,461 - $543,050	2,116 Added 4.93%	45,011 $9.14 Million
Q4 2022 Feb 14, 2023	BUY	$209.09 - $249.98 $105,172 - $125,739	503 Added 1.19%	42,895 $9.29 Million
Q3 2022 Nov 14, 2022	BUY	$209.97 - $260.0 $192,122 - $237,900	915 Added 2.21%	42,392 $9 Million
Q2 2022 Aug 22, 2022	BUY	$223.6 - $291.12 $4.07 Million - $5.3 Million	18,204 Added 78.22%	41,477 $10 Million
Q1 2022 May 16, 2022	BUY	$255.56 - $336.03 $263,993 - $347,118	1,033 Added 4.64%	23,273 $6.36 Million
Q4 2021 Feb 14, 2022	BUY	$255.01 - $346.61 $83,388 - $113,341	327 Added 1.49%	22,240 $7.61 Million
Q3 2021 Nov 15, 2021	BUY	$244.27 - $281.46 $859,586 - $990,457	3,519 Added 19.13%	21,913 $5.68 Million
Q2 2021 Aug 12, 2021	BUY	$231.0 - $265.21 $237,699 - $272,901	1,029 Added 5.93%	18,394 $4.73 Million
Q1 2021 May 17, 2021	BUY	$216.45 - $252.61 $90,259 - $105,338	417 Added 2.46%	17,365 $3.91 Million
Q4 2020 Feb 12, 2021	SELL	$163.19 - $231.57 $249,191 - $353,607	-1,527 Reduced 8.27%	16,948 $3.92 Million
Q3 2020 Nov 13, 2020	BUY	$146.02 - $169.56 $182,671 - $212,119	1,251 Added 7.26%	18,475 $2.97 Million
Q2 2020 Aug 14, 2020	SELL	$110.6 - $155.96 $40,479 - $57,081	-366 Reduced 2.08%	17,224 $2.43 Million
Q1 2020 May 14, 2020	BUY	$107.02 - $165.72 $256,312 - $396,899	2,395 Added 15.76%	17,590 $2.05 Million
Q4 2019 Feb 13, 2020	BUY	$143.18 - $162.37 $33,933 - $38,481	237 Added 1.58%	15,195 $2.3 Million
Q3 2019 Nov 13, 2019	BUY	$144.99 - $161.58 $347,106 - $386,822	2,394 Added 19.05%	14,958 $2.19 Million
Q2 2019 Aug 14, 2019	BUY	$127.44 - $148.32 $280,113 - $326,007	2,198 Added 21.2%	12,564 $1.82 Million
Q1 2019 May 15, 2019	BUY	$107.77 - $127.22 $43,431 - $51,269	403 Added 4.04%	10,366 $1.31 Million
Q4 2018 Feb 15, 2019	BUY	$105.5 - $130.7 $120,059 - $148,736	1,138 Added 12.9%	9,963 $1.1 Million
Q3 2018 Nov 20, 2018	BUY	$125.9 - $142.32 $20,773 - $23,482	165 Added 1.91%	8,825 $1.11 Million
Q2 2018 Aug 10, 2018	SELL	$94.75 - $134.08 $114,552 - $162,102	-1,209 Reduced 12.25%	8,660 $1.11 Million
Q1 2018 May 17, 2018	BUY	$90.49 - $101.12 $11,220 - $12,538	124 Added 1.27%	9,869 $943,000
Q4 2017 Feb 13, 2018	BUY	$82.75 - $97.54 $806,398 - $950,527	9,745	9,745 $945,000

Others Institutions Holding MORN

# of Institutions

426

Shares Held

25.8M

Call Options Held

16.7K

Put Options Held

4.7K

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About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $14.3B
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...

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Legal & General Group PLC Morningstar, Inc. Transaction History