B. Metzler Seel. Sohn & Co. Ag Morningstar, Inc. Transaction History

B. Metzler Seel. Sohn & Co. Ag

$9.07 Billion
Q1 2024

A detailed history of B. Metzler Seel. Sohn & Co. Ag transactions in Morningstar, Inc. stock. As of the latest transaction made, B. Metzler Seel. Sohn & Co. Ag holds 8,604 shares of MORN stock, worth $2.59 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,604

Previous 8,512 1.08%

Holding current value

$2.59 Million

Previous $2.44 Million 8.91%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$272.04 - $310.74 $25,027 - $28,588	92 Added 1.08%	8,604 $2.65 Million
Q4 2023 Feb 13, 2024	BUY	$220.07 - $288.88 $99,031 - $129,996	450 Added 5.58%	8,512 $2.44 Million
Q3 2023 Nov 13, 2023	SELL	$194.0 - $255.43 $1.44 Million - $1.89 Million	-7,402 Reduced 47.87%	8,062 $1.89 Million
Q2 2023 Aug 11, 2023	BUY	$172.03 - $209.11 $1.25 Million - $1.52 Million	7,268 Added 88.68%	15,464 $3.03 Million
Q1 2023 May 10, 2023	SELL	$181.22 - $256.64 $259,325 - $367,251	-1,431 Reduced 14.86%	8,196 $1.66 Million

Q4 2022 Feb 13, 2023	BUY	$209.09 - $249.98 $557,433 - $666,446	2,666 Added 38.3%	9,627 $2.09 Million
Q3 2022 Nov 14, 2022	SELL	$209.97 - $260.0 $74,119 - $91,780	-353 Reduced 4.83%	6,961 $1.48 Million
Q2 2022 Aug 12, 2022	SELL	$223.6 - $291.12 $294,928 - $383,987	-1,319 Reduced 15.28%	7,314 $1.77 Million
Q1 2022 May 10, 2022	BUY	$255.56 - $336.03 $2,300 - $3,024	9 Added 0.1%	8,633 $2.36 Million
Q4 2021 Feb 11, 2022	BUY	$255.01 - $346.61 $2.2 Million - $2.99 Million	8,624 New	8,624 $2.95 Million

Others Institutions Holding MORN

# of Institutions

400

Shares Held

25.7M

Call Options Held

15K

Put Options Held

13.8K

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $12.8B
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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B. Metzler Seel. Sohn & Co. Ag Morningstar, Inc. Transaction History