Credit Suisse Ag Morningstar, Inc. Transaction History

Credit Suisse Ag

$101 Billion
Q1 2024

A detailed history of Credit Suisse Ag transactions in Morningstar, Inc. stock. As of the latest transaction made, Credit Suisse Ag holds 47,934 shares of MORN stock, worth $16.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

47,934

Previous 47,606 0.69%

Holding current value

$16.2 Million

Previous $13.6 Million 8.48%

% of portfolio

0.01%

Previous 0.01%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$272.04 - $310.74 $89,229 - $101,922	328 Added 0.69%	47,934 $14.8 Million
Q4 2023 Feb 08, 2024	SELL	$220.07 - $288.88 $177,156 - $232,548	-805 Reduced 1.66%	47,606 $13.6 Million
Q3 2023 Nov 13, 2023	SELL	$194.0 - $255.43 $121,832 - $160,410	-628 Reduced 1.28%	48,411 $11.3 Million
Q2 2023 Aug 11, 2023	BUY	$172.03 - $209.11 $393,088 - $477,816	2,285 Added 4.89%	49,039 $9.62 Million
Q1 2023 May 10, 2023	BUY	$181.22 - $256.64 $394,334 - $558,448	2,176 Added 4.88%	46,754 $9.49 Million
Q4 2022 Feb 13, 2023	BUY	$209.09 - $249.98 $2.68 Million - $3.2 Million	12,817 Added 40.35%	44,578 $9.66 Million
Q3 2022 Nov 10, 2022	BUY	$209.97 - $260.0 $60,261 - $74,620	287 Added 0.91%	31,761 $6.74 Million
Q2 2022 Aug 12, 2022	BUY	$223.6 - $291.12 $231,202 - $301,018	1,034 Added 3.4%	31,474 $7.61 Million
Q1 2022 May 16, 2022	BUY	$255.56 - $336.03 $1.06 Million - $1.4 Million	4,161 Added 15.83%	30,440 $8.32 Million
Q4 2021 Feb 14, 2022	SELL	$255.01 - $346.61 $1.12 Million - $1.52 Million	-4,378 Reduced 14.28%	26,279 $8.99 Million
Q3 2021 Nov 12, 2021	BUY	$244.27 - $281.46 $10,015 - $11,539	41 Added 0.13%	30,657 $7.94 Million
Q2 2021 Aug 16, 2021	SELL	$231.0 - $265.21 $460,845 - $529,093	-1,995 Reduced 6.12%	30,616 $7.87 Million
Q1 2021 May 14, 2021	BUY	$216.45 - $252.61 $830,735 - $969,517	3,838 Added 13.34%	32,611 $7.34 Million
Q4 2020 Feb 12, 2021	BUY	$163.19 - $231.57 $615,552 - $873,482	3,772 Added 15.09%	28,773 $6.66 Million
Q3 2020 Nov 13, 2020	BUY	$146.02 - $169.56 $1,898 - $2,204	13 Added 0.05%	25,001 $4.02 Million
Q2 2020 Aug 12, 2020	BUY	$110.6 - $155.96 $60,719 - $85,622	549 Added 2.25%	24,988 $3.52 Million
Q1 2020 May 13, 2020	BUY	$107.02 - $165.72 $69,991 - $108,380	654 Added 2.75%	24,439 $2.84 Million
Q4 2019 Feb 12, 2020	BUY	$143.18 - $162.37 $363,247 - $411,932	2,537 Added 11.94%	23,785 $3.6 Million
Q3 2019 Nov 12, 2019	SELL	$144.99 - $161.58 $241,553 - $269,192	-1,666 Reduced 7.27%	21,248 $3.11 Million
Q2 2019 Aug 14, 2019	BUY	$127.44 - $148.32 $577,685 - $672,334	4,533 Added 24.66%	22,914 $3.32 Million
Q1 2019 May 14, 2019	SELL	$107.77 - $127.22 $866,578 - $1.02 Million	-8,041 Reduced 30.43%	18,381 $2.32 Million
Q4 2018 Feb 13, 2019	SELL	$105.5 - $130.7 $448,902 - $556,128	-4,255 Reduced 13.87%	26,422 $2.9 Million
Q3 2018 Nov 13, 2018	BUY	$125.9 - $142.32 $882,433 - $997,520	7,009 Added 29.61%	30,677 $3.86 Million
Q2 2018 Aug 14, 2018	BUY	$94.75 - $134.08 $233,937 - $331,043	2,469 Added 11.65%	23,668 $3.04 Million
Q1 2018 May 15, 2018	BUY	$90.49 - $101.12 $404,218 - $451,703	4,467 Added 26.7%	21,199 $2.03 Million
Q4 2017 Feb 14, 2018	BUY	$82.75 - $97.54 $258,097 - $304,227	3,119 Added 22.91%	16,732 $1.62 Million
Q3 2017 Nov 14, 2017	BUY	$79.78 - $85.07 $76,907 - $82,007	964 Added 7.62%	13,613 $1.16 Million
Q2 2017 Aug 14, 2017	BUY	N/A	12,649	12,649 $991,000

Others Institutions Holding MORN

# of Institutions

426

Shares Held

25.8M

Call Options Held

16.7K

Put Options Held

4.7K

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 $14.3B
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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