Boston Trust Walden Corp Morningstar, Inc. Transaction History

Boston Trust Walden Corp

$14.1 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$223.6 - $291.12 $204,817 - $266,665	-916 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$255.56 - $336.03 $234,092 - $307,803	916 New	916 $250,000
Q1 2021 Apr 21, 2021	SELL	$216.45 - $252.61 $27 Million - $31.5 Million	-124,865 Closed	0 $0
Q4 2020 Jan 15, 2021	SELL	$163.19 - $231.57 $6.14 Million - $8.71 Million	-37,628 Reduced 23.16%	124,865 $28.9 Million
Q3 2020 Oct 14, 2020	BUY	$146.02 - $169.56 $1.05 Million - $1.22 Million	7,197 Added 4.63%	162,493 $26.1 Million
Q2 2020 Jul 23, 2020	BUY	$110.6 - $155.96 $1.4 Million - $1.97 Million	12,624 Added 8.85%	155,296 $21.9 Million
Q1 2020 Apr 21, 2020	BUY	$107.02 - $165.72 $436,106 - $675,309	4,075 Added 2.94%	142,672 $16.6 Million
Q4 2019 Jan 10, 2020	BUY	$143.18 - $162.37 $400,617 - $454,311	2,798 Added 2.06%	138,597 $21 Million
Q3 2019 Oct 21, 2019	BUY	$144.99 - $161.58 $95,983 - $106,965	662 Added 0.49%	135,799 $19.8 Million
Q2 2019 Jul 25, 2019	SELL	$127.44 - $148.32 $214,481 - $249,622	-1,683 Reduced 1.23%	135,137 $19.5 Million
Q1 2019 Apr 16, 2019	BUY	$107.77 - $127.22 $94,190 - $111,190	874 Added 0.64%	136,820 $17.2 Million
Q4 2018 Jan 17, 2019	SELL	$105.5 - $130.7 $3.19 Million - $3.95 Million	-30,241 Reduced 18.2%	135,946 $14.9 Million
Q3 2018 Oct 23, 2018	SELL	$125.9 - $142.32 $6.34 Million - $7.17 Million	-50,345 Reduced 23.25%	166,187 $20.9 Million
Q2 2018 Jul 25, 2018	SELL	$94.75 - $134.08 $507,386 - $717,998	-5,355 Reduced 2.41%	216,532 $27.8 Million
Q1 2018 Apr 13, 2018	SELL	$90.49 - $101.12 $1.28 Million - $1.43 Million	-14,153 Reduced 6.0%	221,887 $21.2 Million
Q4 2017 Jan 29, 2018	SELL	$82.75 - $97.54 $152,177 - $179,376	-1,839 Reduced 0.77%	236,040 $22.9 Million
Q3 2017 Oct 13, 2017	BUY	$79.78 - $85.07 $19 Million - $20.2 Million	237,879	237,879 $20.2 Million

Others Institutions Holding MORN

# of Institutions

430

Shares Held

25.7M

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 $14.2B
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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