Evercore Wealth Management, LLC Morningstar, Inc. Transaction History

Evercore Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 15, 2021	SELL	$244.27 - $281.46 $216,667 - $249,655	-887 Closed	0 $0
Q2 2021 Aug 16, 2021	SELL	$231.0 - $265.21 $9,933 - $11,404	-43 Reduced 4.62%	887 $228,000
Q4 2020 Feb 16, 2021	BUY	$163.19 - $231.57 $151,766 - $215,360	930 New	930 $215,000
Q1 2018 May 15, 2018	SELL	$90.49 - $101.12 $6,877 - $7,685	-76 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$79.78 - $85.07 $6,063 - $6,465	76	76 $6,000

428

25.8M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $14.7B
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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