Buckingham Strategic Wealth, LLC Morningstar, Inc. Transaction History

Buckingham Strategic Wealth, LLC

$8.81 Billion
Q1 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 $1.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,022

Previous 5,030 0.16%

Holding current value

$1.5 Million

Previous $1.44 Million 7.57%

% 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

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 $12.7B
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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Buckingham Strategic Wealth, LLC Morningstar, Inc. Transaction History