Connectus Wealth, LLC Morningstar, Inc. Transaction History

Connectus Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	BUY	$209.09 - $249.98 $209 - $249	1 Added 0.07%	1,517 $328,000
Q3 2022 Nov 10, 2022	BUY	$209.97 - $260.0 $105,404 - $130,520	502 Added 49.51%	1,516 $322,000
Q2 2022 Aug 08, 2022	BUY	$223.6 - $291.12 $447 - $582	2 Added 0.2%	1,014 $245,000
Q4 2021 Feb 09, 2022	BUY	$255.01 - $346.61 $258,070 - $350,769	1,012 New	1,012 $346,000

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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