Clearbridge Investments, LLC Morningstar, Inc. Transaction History

Clearbridge Investments, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$255.56 - $336.03 $166,114 - $218,419	-650 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$255.01 - $346.61 $165,756 - $225,296	650 New	650 $222,000
Q3 2021 Nov 12, 2021	SELL	$244.27 - $281.46 $1.24 Million - $1.43 Million	-5,089 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$231.0 - $265.21 $109,032 - $125,179	472 Added 10.22%	5,089 $1.31 Million
Q1 2021 May 13, 2021	BUY	$216.45 - $252.61 $66,666 - $77,803	308 Added 7.15%	4,617 $1.04 Million
Q4 2020 Feb 10, 2021	BUY	$163.19 - $231.57 $194,522 - $276,031	1,192 Added 38.24%	4,309 $998,000
Q3 2020 Nov 12, 2020	BUY	$146.02 - $169.56 $455,144 - $528,518	3,117 New	3,117 $501,000

429

25.7M

16.7K

4.7K

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...

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