Buckingham Strategic Wealth, LLC Morningstar, Inc. Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 5,022 shares of MORN stock, worth $1.71 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,022

Previous 5,022 -0.0%

Holding current value

$1.71 Million

Previous $1.55 Million 4.07%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$272.04 - $310.74 $2,176 - $2,485	-8 Reduced 0.16%	5,022 $1.55 Million
Q4 2023 Feb 14, 2024	BUY	$220.07 - $288.88 $2,860 - $3,755	13 Added 0.26%	5,030 $1.44 Million
Q3 2023 Nov 13, 2023	SELL	$194.0 - $255.43 $234,158 - $308,304	-1,207 Reduced 19.39%	5,017 $1.18 Million
Q1 2022 May 10, 2022	SELL	$255.56 - $336.03 $4,855 - $6,384	-19 Reduced 0.3%	6,224 $1.7 Million
Q4 2021 Feb 09, 2022	BUY	$255.01 - $346.61 $4,845 - $6,585	19 Added 0.31%	6,243 $2.14 Million
Q1 2021 Apr 30, 2021	SELL	$216.45 - $252.61 $3,896 - $4,546	-18 Reduced 0.29%	6,224 $1.4 Million
Q4 2020 Feb 16, 2021	SELL	$163.19 - $231.57 $41,450 - $58,818	-254 Reduced 3.91%	6,242 $1.45 Million
Q3 2020 Nov 12, 2020	BUY	$146.02 - $169.56 $10,367 - $12,038	71 Added 1.11%	6,496 $1.04 Million
Q2 2020 Aug 03, 2020	BUY	$110.6 - $155.96 $158,489 - $223,490	1,433 Added 28.71%	6,425 $906,000
Q1 2020 May 07, 2020	SELL	$107.02 - $165.72 $13,484 - $20,880	-126 Reduced 2.46%	4,992 $580,000
Q1 2019 May 02, 2019	SELL	$107.77 - $127.22 $13,363 - $15,775	-124 Reduced 2.37%	5,118 $645,000
Q4 2018 Feb 11, 2019	SELL	$105.5 - $130.7 $9,178 - $11,370	-87 Reduced 1.63%	5,242 $576,000
Q3 2018 Nov 02, 2018	SELL	$125.9 - $142.32 $89,011 - $100,620	-707 Reduced 11.71%	5,329 $671,000
Q2 2018 Aug 13, 2018	SELL	$94.75 - $134.08 $1,042 - $1,474	-11 Reduced 0.18%	6,036 $774,000
Q4 2017 Feb 12, 2018	BUY	$82.75 - $97.54 $500,389 - $589,824	6,047	6,047 $586,000

Others Institutions Holding MORN

# of Institutions

429

Shares Held

25.7M

Call Options Held

16.7K

Put Options Held

4.7K

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 $14.5B
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...

More about MORN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Account

Buckingham Strategic Wealth, LLC Morningstar, Inc. Transaction History