Beacon Pointe Advisors, LLC Morningstar, Inc. Transaction History

Beacon Pointe Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$209.09 - $249.98 $2,718 - $3,249	-13 Reduced 1.14%	1,128 $244,000
Q3 2022 Nov 09, 2022	SELL	$209.97 - $260.0 $9,448 - $11,700	-45 Reduced 3.79%	1,141 $242,000
Q2 2022 Aug 11, 2022	SELL	$223.6 - $291.12 $59,030 - $76,855	-264 Reduced 18.21%	1,186 $284,000
Q1 2022 May 17, 2022	BUY	$255.56 - $336.03 $71,556 - $94,088	280 Added 23.93%	1,450 $396,000
Q4 2021 Feb 14, 2022	SELL	$255.01 - $346.61 $35,446 - $48,178	-139 Reduced 10.62%	1,170 $400,000
Q2 2021 Aug 17, 2021	BUY	$231.0 - $265.21 $302,379 - $347,159	1,309 New	1,309 $337,000

430

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 $14.8B
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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