Ci Investments Inc. Morningstar, Inc. Transaction History

Ci Investments Inc.

$26.5 Billion
Q4 2024

A detailed history of Ci Investments Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Ci Investments Inc. holds 38,720 shares of MORN stock, worth $11.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

38,720

Previous 42,546 8.99%

Holding current value

$11.1 Million

Previous $13.6 Million 3.96%

% of portfolio

0.05%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$312.56 - $358.78 $1.2 Million - $1.37 Million	-3,826 Reduced 8.99%	38,720 $13 Million
Q3 2024 Nov 12, 2024	SELL	$295.85 - $326.31 $906,188 - $999,487	-3,063 Reduced 6.72%	42,546 $13.6 Million
Q2 2024 Aug 12, 2024	BUY	$282.65 - $315.06 $312,893 - $348,771	1,107 Added 2.49%	45,609 $13.5 Million
Q1 2024 May 13, 2024	BUY	$272.04 - $310.74 $176,009 - $201,048	647 Added 1.48%	44,502 $13.7 Million
Q4 2023 Feb 12, 2024	SELL	$220.07 - $288.88 $640,843 - $841,218	-2,912 Reduced 6.23%	43,855 $12.6 Million
Q3 2023 Nov 13, 2023	BUY	$194.0 - $255.43 $175,570 - $231,164	905 Added 1.97%	46,767 $11 Million
Q2 2023 Aug 11, 2023	SELL	$172.03 - $209.11 $265,098 - $322,238	-1,541 Reduced 3.25%	45,862 $8.99 Million
Q1 2023 May 12, 2023	BUY	$181.22 - $256.64 $746,988 - $1.06 Million	4,122 Added 9.52%	47,403 $9.62 Million
Q4 2022 Feb 10, 2023	BUY	$209.09 - $249.98 $9.01 Million - $10.8 Million	43,068 Added 20219.72%	43,281 $9.37 Million
Q3 2022 Nov 14, 2022	SELL	$209.97 - $260.0 $839 - $1,040	-4 Reduced 1.84%	213 $45,000
Q2 2022 Aug 12, 2022	SELL	$223.6 - $291.12 $26,161 - $34,061	-117 Reduced 35.03%	217 $52,000
Q1 2022 May 12, 2022	SELL	$255.56 - $336.03 $11,755 - $15,457	-46 Reduced 12.11%	334 $91,000
Q4 2021 Feb 11, 2022	SELL	$255.01 - $346.61 $30,601 - $41,593	-120 Reduced 24.0%	380 $130,000
Q3 2021 Nov 12, 2021	BUY	$244.27 - $281.46 $488 - $562	2 Added 0.4%	500 $130,000
Q2 2021 Aug 13, 2021	BUY	$231.0 - $265.21 $44,583 - $51,185	193 Added 63.28%	498 $128,000
Q1 2021 May 13, 2021	SELL	$216.45 - $252.61 $13.8 Million - $16.1 Million	-63,721 Reduced 99.52%	305 $69,000
Q4 2020 Feb 09, 2021	SELL	$163.19 - $231.57 $8.62 Million - $12.2 Million	-52,797 Reduced 45.19%	64,026 $14.8 Million
Q3 2020 Nov 09, 2020	BUY	$146.02 - $169.56 $2.01 Million - $2.34 Million	13,777 Added 13.37%	116,823 $18.8 Million
Q2 2020 Aug 07, 2020	BUY	$110.6 - $155.96 $11.4 Million - $16.1 Million	103,046 New	103,046 $14.5 Million

Others Institutions Holding MORN

# of Institutions

472

Shares Held

26.2M

Call Options Held

14K

Put Options Held

2.9K

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 $12.2B
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...

More about MORN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Investments Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ci Investments Inc. with notifications on news.

Account

Ci Investments Inc. Morningstar, Inc. Transaction History