Morningstar Investment Services LLC Purchases and Sells in Q1 2024

Morningstar Investment Services LLC

  • $9.09 Billion
  • Q1 2024

Top Buys

Incresed Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
108K
+ 2640.45%
$186.68 - $218.81 $20.2M - $23.7M
112K $22.1M
58.6K
+ 51.12%
$39.91 - $44.7 $2.34M - $2.62M
173K $7.62M
13.6K
+ 74.0%
$72.87 - $85.14 $989K - $1.16M
31.9K $2.7M
5.02K
+ 21.57%
$52.7 - $57.65 $264K - $289K
28.3K $1.62M
13.6K
+ 231.18%
$58.61 - $175.86 $794K - $2.38M
19.4K $1.18M
1.5K
+ 26.12%
$96.75 - $99.37 $145K - $149K
7.23K $709K
View all

New Holdings

16 operations
Stock Shares change Price Range Shares Held Trade History
498K
New
$137.5 - $154.69 $68.5M - $77.1M
498K $74.4M
724K
New
$82.58 - $89.9 $59.8M - $65.1M
724K $64.7M
325K
New
$97.2 - $105.68 $31.5M - $34.3M
325K $34M
67.1K
New
$38.54 - $44.62 $2.59M - $2.99M
67.1K $2.98M
95.9K
New
$25.06 - $32.63 $2.4M - $3.13M
95.9K $2.91M
9.11K
New
$171.09 - $186.81 $1.56M - $1.7M
9.11K $1.7M
View all

Top Sells

Reduced Positions

316 operations
Stock Shares change Price Range Shares Held Trade History
-3.18M
- 48.46%
$232.77 - $260.14 $741M - $828M
3.39M $880M
-8.62M
- 48.16%
$71.76 - $73.66 $619M - $635M
9.28M $675M
-1.84M
- 83.83%
N/A
354K $86.6M
-6.05M
- 47.74%
$46.21 - $50.27 $279M - $304M
6.62M $333M
-1.93M
- 83.47%
N/A
381K $60.8M
-987K
- 72.76%
$225.86 - $249.86 $223M - $247M
369K $92.1M
View all
Activity Summary
Buys All Purchases 31 New Holdings 16 Increased Positions 15 Sells All Sells 316 Reductions 316 Sold out 0 Options Calls 0 Puts 0
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