Mai Capital Management Morningstar, Inc. Transaction History

Mai Capital Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$282.65 - $315.06 $199,268 - $222,117	705 New	705 $208,000
Q2 2022 Jul 19, 2022	BUY	$223.6 - $291.12 $14,981 - $19,505	67 Added 6.75%	1,060 $256,000
Q1 2022 May 10, 2022	BUY	$255.56 - $336.03 $11,500 - $15,121	45 Added 4.75%	993 $271,000
Q4 2021 Feb 11, 2022	BUY	$255.01 - $346.61 $10,965 - $14,904	43 Added 4.75%	948 $324,000
Q3 2021 Nov 12, 2021	BUY	$244.27 - $281.46 $221,064 - $254,721	905 New	905 $234,000

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...

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