Empire Life Investments Inc. Morningstar, Inc. Transaction History

Empire Life Investments Inc.

$1.58 Billion
Q2 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 $2.14 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,750

Previous 6,659 1.37%

Holding current value

$2.14 Million

Previous $2.05 Million 2.78%

% 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

411

Shares Held

26.1M

Call Options Held

8.6K

Put Options Held

12.2K

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 $13.5B
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...

More about MORN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empire Life Investments Inc., based on Form 13F filings with the SEC.

News

Stay updated on Empire Life Investments Inc. with notifications on news.

Account

Empire Life Investments Inc. Morningstar, Inc. Transaction History