Cibc Private Wealth Group, LLC Morningstar, Inc. Transaction History

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 5,848 shares of MORN stock, worth $1.24 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,848

Previous 5,819 0.5%

Holding current value

$1.24 Million

Previous $1.96 Million 10.52%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$282.49 - $334.73 $8,192 - $9,707	29 Added 0.5%	5,848 $1.75 Million
Q4 2024 Feb 12, 2025	SELL	$312.56 - $358.78 $20,628 - $23,679	-66 Reduced 1.12%	5,819 $1.96 Million
Q2 2024 Aug 09, 2024	BUY	$282.65 - $315.06 $199,550 - $222,432	706 Added 13.63%	5,885 $1.74 Million
Q1 2024 May 10, 2024	BUY	$272.04 - $310.74 $232,322 - $265,371	854 Added 19.75%	5,179 $1.6 Million
Q4 2023 Feb 13, 2024	SELL	$220.07 - $288.88 $31,249 - $41,020	-142 Reduced 3.18%	4,325 $1.24 Million
Q3 2023 Nov 13, 2023	BUY	$194.0 - $255.43 $605,474 - $797,197	3,121 Added 231.87%	4,467 $1.05 Million
Q2 2023 Nov 21, 2023	SELL	$172.03 - $209.11 $536,905 - $652,632	-3,121 Reduced 69.87%	1,346 $263,000
Q2 2023 Aug 10, 2023	SELL	$172.03 - $209.11 $42,835 - $52,068	-249 Reduced 15.61%	1,346 $263,000
Q1 2023 Nov 21, 2023	SELL	$181.22 - $256.64 $520,463 - $737,070	-2,872 Reduced 64.29%	1,595 $323,000
Q3 2022 Nov 14, 2022	BUY	$209.97 - $260.0 $209 - $260	1 Added 0.06%	1,595 $339,000
Q2 2022 Aug 03, 2022	SELL	$223.6 - $291.12 $4,024 - $5,240	-18 Reduced 1.12%	1,594 $386,000
Q1 2022 May 16, 2022	BUY	$255.56 - $336.03 $14,822 - $19,489	58 Added 3.73%	1,612 $440,000
Q4 2021 Feb 08, 2022	BUY	$255.01 - $346.61 $63,752 - $86,652	250 Added 19.17%	1,554 $531,000
Q3 2020 Nov 03, 2020	BUY	$146.02 - $169.56 $190,410 - $221,106	1,304 New	1,304 $209,000
Q1 2020 May 15, 2020	SELL	$107.02 - $165.72 $161,172 - $249,574	-1,506 Closed	0 $0
Q3 2019 Oct 16, 2019	BUY	$144.99 - $161.58 $2,609 - $2,908	18 Added 1.21%	1,506 $220,000
Q2 2019 Jul 31, 2019	BUY	$127.44 - $148.32 $189,630 - $220,700	1,488 New	1,488 $215,000
Q3 2018 Nov 14, 2018	SELL	$125.9 - $142.32 $186,332 - $210,633	-1,480 Closed	0 $0
Q2 2018 Aug 02, 2018	SELL	$94.75 - $134.08 $14,212 - $20,112	-150 Reduced 9.2%	1,480 $190,000
Q4 2017 Feb 12, 2018	BUY	$82.75 - $97.54 $134,882 - $158,990	1,630	1,630 $158,000

Others Institutions Holding MORN

# of Institutions

493

Shares Held

26.1M

Call Options Held

10.9K

Put Options Held

3.1K

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 $9.01B
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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Cibc Private Wealth Group, LLC Morningstar, Inc. Transaction History