Grandeur Peak Global Advisors, LLC Morningstar, Inc. Transaction History

Grandeur Peak Global Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 17, 2022	SELL	$209.97 - $260.0 $436,317 - $540,280	-2,078 Reduced 33.12%	4,197 $891,000
Q2 2022 Aug 15, 2022	BUY	$223.6 - $291.12 $261,835 - $340,901	1,171 Added 22.94%	6,275 $1.52 Million
Q1 2022 May 13, 2022	BUY	$255.56 - $336.03 $193,203 - $254,038	756 Added 17.39%	5,104 $1.39 Million
Q4 2021 Feb 15, 2022	BUY	$255.01 - $346.61 $12,240 - $16,637	48 Added 1.12%	4,348 $1.49 Million
Q3 2021 Nov 16, 2021	BUY	$244.27 - $281.46 $73,281 - $84,438	300 Added 7.5%	4,300 $1.11 Million
Q1 2021 May 18, 2021	BUY	$216.45 - $252.61 $70,346 - $82,098	325 Added 8.84%	4,000 $900,000
Q4 2020 Feb 16, 2021	BUY	$163.19 - $231.57 $20,398 - $28,946	125 Added 3.52%	3,675 $851,000
Q3 2020 Nov 17, 2020	BUY	$146.02 - $169.56 $146,020 - $169,560	1,000 Added 39.22%	3,550 $570,000
Q2 2020 Aug 13, 2020	BUY	$110.6 - $155.96 $282,030 - $397,698	2,550 New	2,550 $359,000

436

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 $14B
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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