Hsbc Holdings PLC Morningstar, Inc. Transaction History

Hsbc Holdings PLC

  • $168 Billion
  • Q3 2024

A detailed history of Hsbc Holdings PLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Hsbc Holdings PLC holds 953 shares of MORN stock, worth $324,324. This represents 0.0% of its overall portfolio holdings.

Number of Shares
953
Previous 2,542 62.51%
Holding current value
$324,324
Previous $752,000 59.57%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$295.85 - $326.31 $470,105 - $518,506
-1,589 Reduced 62.51%
953 $304,000
Q2 2024

Aug 12, 2024
SELL
$282.65 - $315.06 $196,159 - $218,651
-694 Reduced 21.45%
2,542 $752,000
Q1 2024

May 15, 2024
BUY
$272.04 - $310.74 $48,151 - $55,000
177 Added 5.79%
3,236 $997,000
Q4 2023

Feb 12, 2024
BUY
$220.07 - $288.88 $454,224 - $596,248
2,064 Added 207.44%
3,059 $875,000
Q3 2023

Nov 13, 2023
SELL
$194.0 - $255.43 $551,542 - $726,187
-2,843 Reduced 74.08%
995 $233,000
Q2 2023

Aug 11, 2023
BUY
$172.03 - $209.11 $660,251 - $802,564
3,838 New
3,838 $752,000
Q4 2022

Feb 14, 2023
BUY
$209.09 - $249.98 $215,362 - $257,479
1,030 New
1,030 $223,000
Q2 2022

Aug 11, 2022
SELL
$223.6 - $291.12 $812,338 - $1.06 Million
-3,633 Reduced 54.95%
2,979 $725,000
Q1 2022

May 16, 2022
BUY
$255.56 - $336.03 $999,750 - $1.31 Million
3,912 Added 144.89%
6,612 $1.84 Million
Q4 2021

Feb 11, 2022
SELL
$255.01 - $346.61 $2.91 Million - $3.95 Million
-11,406 Reduced 80.86%
2,700 $923,000
Q3 2021

Nov 12, 2021
SELL
$244.27 - $281.46 $164,637 - $189,704
-674 Reduced 4.56%
14,106 $3.68 Million
Q2 2021

Aug 13, 2021
BUY
$231.0 - $265.21 $2.63 Million - $3.02 Million
11,399 Added 337.15%
14,780 $3.8 Million
Q1 2021

May 14, 2021
SELL
$216.45 - $252.61 $223,376 - $260,693
-1,032 Reduced 23.39%
3,381 $760,000
Q4 2020

Feb 25, 2021
BUY
$163.19 - $231.57 $115,864 - $164,414
710 Added 19.17%
4,413 $1.02 Million
Q4 2020

Feb 12, 2021
BUY
$163.19 - $231.57 $234,340 - $332,534
1,436 Added 63.34%
3,703 $857,000
Q3 2020

Nov 12, 2020
SELL
$146.02 - $169.56 $1.01 Million - $1.17 Million
-6,885 Reduced 75.23%
2,267 $365,000
Q2 2020

Aug 14, 2020
SELL
$110.6 - $155.96 $621,240 - $876,027
-5,617 Reduced 38.03%
9,152 $1.29 Million
Q1 2020

May 15, 2020
SELL
$107.02 - $165.72 $167,486 - $259,351
-1,565 Reduced 9.58%
14,769 $1.71 Million
Q4 2019

Feb 14, 2020
SELL
$143.18 - $162.37 $2.35 Million - $2.67 Million
-16,414 Reduced 50.12%
16,334 $2.47 Million
Q3 2019

Nov 14, 2019
BUY
$144.99 - $161.58 $972,012 - $1.08 Million
6,704 Added 25.74%
32,748 $4.79 Million
Q2 2019

Aug 13, 2019
BUY
$127.44 - $148.32 $391,368 - $455,490
3,071 Added 13.37%
26,044 $3.77 Million
Q1 2019

May 15, 2019
BUY
$107.77 - $127.22 $1.1 Million - $1.3 Million
10,200 Added 79.86%
22,973 $2.89 Million
Q4 2018

Feb 13, 2019
BUY
$105.5 - $130.7 $1.17 Million - $1.44 Million
11,049 Added 640.89%
12,773 $1.4 Million
Q3 2018

Nov 13, 2018
BUY
$125.9 - $142.32 $18,003 - $20,351
143 Added 9.04%
1,724 $217,000
Q2 2018

Aug 10, 2018
SELL
$94.75 - $134.08 $88,117 - $124,694
-930 Reduced 37.04%
1,581 $203,000
Q1 2018

May 11, 2018
SELL
$90.49 - $101.12 $18,821 - $21,032
-208 Reduced 7.65%
2,511 $240,000
Q4 2017

Feb 14, 2018
BUY
$82.75 - $97.54 $29,210 - $34,431
353 Added 14.92%
2,719 $264,000
Q3 2017

Nov 14, 2017
BUY
$79.78 - $85.07 $188,759 - $201,275
2,366
2,366 $201,000

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.

MORN Quotes by TradingView
  • Ticker MORN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 42,446,200
  • Market Cap $14.4B
  • 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
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