Altshuler Shaham LTD Morningstar, Inc. Transaction History

Altshuler Shaham LTD

$1.57 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$220.07 - $288.88 $14,524 - $19,066	66 New	66 $18,000
Q3 2022 Nov 14, 2022	SELL	$209.97 - $260.0 $839 - $1,040	-4 Reduced 3.33%	116 $25,000
Q2 2022 Aug 10, 2022	SELL	$223.6 - $291.12 $46,285 - $60,261	-207 Reduced 63.3%	120 $29,000
Q1 2022 May 16, 2022	SELL	$255.56 - $336.03 $5,877 - $7,728	-23 Reduced 6.57%	327 $89,000
Q4 2021 Feb 15, 2022	BUY	$255.01 - $346.61 $55,082 - $74,867	216 Added 161.19%	350 $120,000
Q3 2021 Nov 15, 2021	SELL	$244.27 - $281.46 $9,770 - $11,258	-40 Reduced 22.99%	134 $35,000
Q2 2021 Aug 16, 2021	SELL	$231.0 - $265.21 $118,272 - $135,787	-512 Reduced 74.64%	174 $45,000
Q1 2021 May 13, 2021	SELL	$216.45 - $252.61 $29,437 - $34,354	-136 Reduced 16.55%	686 $154,000
Q4 2020 Feb 16, 2021	BUY	$163.19 - $231.57 $7,017 - $9,957	43 Added 5.52%	822 $190,000
Q3 2020 Nov 10, 2020	SELL	$146.02 - $169.56 $38,841 - $45,102	-266 Reduced 25.45%	779 $125,000
Q2 2020 Aug 13, 2020	BUY	$110.6 - $155.96 $112,590 - $158,767	1,018 Added 3770.37%	1,045 $147,000
Q1 2020 May 12, 2020	SELL	$107.02 - $165.72 $11,237 - $17,400	-105 Reduced 79.55%	27 $3,000
Q4 2019 Feb 11, 2020	BUY	$143.18 - $162.37 $1,861 - $2,110	13 Added 10.92%	132 $20,000
Q3 2019 Nov 12, 2019	BUY	$144.99 - $161.58 $869 - $969	6 Added 5.31%	119 $17,000
Q2 2019 Aug 06, 2019	BUY	$127.44 - $148.32 $14,400 - $16,760	113 New	113 $16,000
Q4 2018 Feb 11, 2019	SELL	$105.5 - $130.7 $5,169 - $6,404	-49 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$125.9 - $142.32 $33,111 - $37,430	-263 Reduced 84.29%	49 $6,000
Q1 2018 May 15, 2018	BUY	$90.49 - $101.12 $28,232 - $31,549	312 New	312 $8,000

Others Institutions Holding MORN

# of Institutions

430

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 $15.2B
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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