Kore Private Wealth LLC Morningstar, Inc. Transaction History

Kore Private Wealth LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	BUY	$255.01 - $346.61 $159,891 - $217,324	627 New	627 $214,000
Q3 2020 Nov 13, 2020	SELL	$146.02 - $169.56 $10,367 - $12,038	-71 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$110.6 - $155.96 $7,852 - $11,073	71 New	71 $10,000
Q1 2020 May 15, 2020	SELL	$107.02 - $165.72 $61,964 - $95,951	-579 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$143.18 - $162.37 $82,901 - $94,012	579 New	579 $88,000
Q1 2019 May 16, 2019	SELL	$107.77 - $127.22 $4,634 - $5,470	-43 Closed	0 $0
Q4 2018 May 23, 2019	BUY	$105.5 - $130.7 $4,536 - $5,620	43 New	43 $5,000

429

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 $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...

Get notified when there are updates to the investment portfolio of Kore Private Wealth LLC, based on Form 13F filings with the SEC.

Stay updated on Kore Private Wealth LLC with notifications on news.