Baird Financial Group, Inc. Morningstar, Inc. Transaction History

Baird Financial Group, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$282.65 - $315.06 $17,524 - $19,533	62 Added 4.28%	1,510 $446,000
Q1 2024 May 14, 2024	SELL	$272.04 - $310.74 $65,833 - $75,199	-242 Reduced 14.32%	1,448 $446,000
Q4 2023 Feb 14, 2024	SELL	$220.07 - $288.88 $67,561 - $88,686	-307 Reduced 15.37%	1,690 $483,000
Q3 2023 Nov 13, 2023	SELL	$194.0 - $255.43 $4,850 - $6,385	-25 Reduced 1.24%	1,997 $467,000
Q2 2023 Aug 11, 2023	BUY	$172.03 - $209.11 $13,074 - $15,892	76 Added 3.91%	2,022 $396,000
Q1 2023 May 15, 2023	BUY	$181.22 - $256.64 $47,479 - $67,239	262 Added 15.56%	1,946 $395,000
Q3 2022 Nov 14, 2022	BUY	$209.97 - $260.0 $293,538 - $363,480	1,398 New	1,398 $297,000
Q1 2022 May 13, 2022	SELL	$255.56 - $336.03 $196,270 - $258,071	-768 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$255.01 - $346.61 $195,847 - $266,196	768 New	768 $263,000

429

25.8M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $15.1B
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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