Empire Life Investments Inc. Morningstar, Inc. Transaction History

Empire Life Investments Inc.

$1.6 Billion
Q3 2024

A detailed history of Empire Life Investments Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Empire Life Investments Inc. holds 6,750 shares of MORN stock, worth $2.3 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,750

Previous 6,750 -0.0%

Holding current value

$2.3 Million

Previous $2 Million 7.92%

% of portfolio

0.13%

Previous 0.13%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$282.65 - $315.06 $25,721 - $28,670	91 Added 1.37%	6,750 $2 Million
Q4 2023 Feb 08, 2024	BUY	$220.07 - $288.88 $28,168 - $36,976	128 Added 1.96%	6,659 $1.91 Million
Q3 2023 Nov 09, 2023	SELL	$194.0 - $255.43 $14,356 - $18,901	-74 Reduced 1.12%	6,531 $1.53 Million
Q2 2023 Aug 10, 2023	BUY	$172.03 - $209.11 $12,902 - $15,683	75 Added 1.15%	6,605 $1.3 Million
Q1 2023 May 08, 2023	BUY	$181.22 - $256.64 $24,827 - $35,159	137 Added 2.14%	6,530 $1.33 Million
Q4 2022 Feb 02, 2023	SELL	$209.09 - $249.98 $3,136 - $3,749	-15 Reduced 0.23%	6,393 $1.39 Million
Q3 2022 Nov 14, 2022	BUY	$209.97 - $260.0 $15,117 - $18,720	72 Added 1.14%	6,408 $1.36 Million
Q2 2022 Aug 03, 2022	BUY	$223.6 - $291.12 $46,061 - $59,970	206 Added 3.36%	6,336 $1.53 Million
Q4 2021 Feb 09, 2022	BUY	$255.01 - $346.61 $113,734 - $154,588	446 Added 7.85%	6,130 $2.1 Million
Q3 2021 Nov 09, 2021	BUY	$244.27 - $281.46 $23,938 - $27,583	98 Added 1.75%	5,684 $1.47 Million
Q2 2021 Aug 04, 2021	BUY	$231.0 - $265.21 $73,458 - $84,336	318 Added 6.04%	5,586 $1.44 Million
Q1 2021 Apr 29, 2021	BUY	$216.45 - $252.61 $136,363 - $159,144	630 Added 13.58%	5,268 $1.19 Million
Q4 2020 Feb 09, 2021	BUY	$163.19 - $231.57 $34,106 - $48,398	209 Added 4.72%	4,638 $1.07 Million
Q2 2020 Aug 03, 2020	SELL	$110.6 - $155.96 $1,216 - $1,715	-11 Reduced 0.25%	4,429 $624,000
Q1 2020 Apr 23, 2020	SELL	$107.02 - $165.72 $3,317 - $5,137	-31 Reduced 0.69%	4,440 $516,000
Q4 2019 Jan 21, 2020	BUY	$143.18 - $162.37 $32,931 - $37,345	230 Added 5.42%	4,471 $677,000
Q3 2019 Oct 25, 2019	BUY	$144.99 - $161.58 $8,264 - $9,210	57 Added 1.36%	4,241 $620,000
Q2 2019 Aug 20, 2019	BUY	$127.44 - $148.32 $10,704 - $12,458	84 Added 2.05%	4,184 $605,000
Q1 2019 Apr 17, 2019	BUY	$107.77 - $127.22 $441,857 - $521,602	4,100 New	4,100 $517,000

Others Institutions Holding MORN

# of Institutions

429

Shares Held

25.7M

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 $14.5B
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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Empire Life Investments Inc. Morningstar, Inc. Transaction History