Morningstar Investment Services LLC Purchases in Q3 2024

Morningstar Investment Services LLC

  • $9.8 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
2.41K
+ 37.99%
$100.07 - $118.13 $241K - $284K
8.74K $982K
LOW
Lowes Companies Inc

Consumer Cyclical
274
+ 5.42%
$213.3 - $270.78 $58.4K - $74.2K
5.33K $1.43M
EFX
Equifax Inc

Industrials
868
+ 77.09%
$236.42 - $307.13 $205K - $267K
1.99K $579K
FITB
Fifth Third Bancorp

Financial Services
1.91K
+ 6.17%
$36.01 - $43.64 $68.8K - $83.4K
32.9K $1.41M
CAT
Caterpillar Inc

Industrials
440
+ 22.01%
$316.8 - $391.12 $139K - $172K
2.44K $954K
UNP
Union Pacific Corp

Industrials
959
+ 32.17%
$221.78 - $256.09 $213K - $246K
3.94K $962K
IBM
International Business Machines Corp

Technology
343
+ 7.92%
$175.1 - $223.38 $60.1K - $76.6K
4.67K $1.03M
CARR
Carrier Global Corp

Industrials
3.59K
New
$61.9 - $80.88 $222K - $290K
3.59K $289K
URI
United Rentals, Inc.

Industrials
350
New
$627.41 - $814.1 $220K - $285K
350 $285K
BX
Blackstone Inc.

Financial Services
1.01K
+ 24.36%
$120.77 - $159.66 $122K - $162K
5.17K $801K
BIDU
Baidu, Inc.

Communication Services
2.67K
New
$81.0 - $105.29 $216K - $281K
2.67K $281K
Linde PLC
453
+ 29.17%
N/A
2.01K $962K
PANW
Palo Alto Networks Inc

Technology
837
+ 88.48%
$294.18 - $368.01 $246K - $308K
1.78K $599K
MRVL
Marvell Technology, Inc.

Technology
3.85K
New
$56.15 - $76.24 $216K - $293K
3.85K $273K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.69K
New
$84.18 - $106.5 $226K - $286K
2.69K $268K
IEF
Ishares Barclays

ETFs
2.49K
+ 50.82%
$92.67 - $99.14 $230K - $246K
7.38K $726K
WELL
Welltower Inc.

Real Estate
2.08K
New
$104.0 - $129.74 $216K - $269K
2.08K $264K
TRV
Travelers Companies, Inc.

Financial Services
1.09K
New
$201.87 - $242.35 $220K - $264K
1.09K $258K
BAC
Bank Of America Corp

Financial Services
4.09K
+ 0.67%
$36.65 - $44.13 $150K - $181K
615K $24.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.79K
+ 18.2%
$100.75 - $111.62 $180K - $199K
11.6K $1.27M
NFLX
Netflix Inc

Communication Services
298
+ 16.32%
$598.55 - $722.26 $178K - $215K
2.12K $1.5M
AON
Aon PLC

Financial Services
724
New
$293.16 - $351.06 $212K - $254K
724 $252K
GE
General Electric CO

Industrials
813
+ 20.3%
$156.66 - $189.66 $127K - $154K
4.82K $893K
TRGP
Targa Resources Corp.

Energy
1.7K
New
$127.86 - $156.46 $217K - $266K
1.7K $250K
IRM
Iron Mountain Inc

Real Estate
2.1K
New
$89.69 - $119.32 $188K - $250K
2.1K $245K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.04K
New
$201.82 - $234.36 $210K - $244K
1.04K $244K
LCTD
Blackrock ETF World Ex Us Carb
3.69K
+ 23.61%
N/A
19.3K $941K
EQIX
Equinix Inc

Real Estate
271
New
$749.0 - $890.01 $203K - $241K
271 $239K
AMD
Advanced Micro Devices Inc

Technology
1.27K
+ 21.6%
$128.67 - $183.96 $164K - $234K
7.16K $1.18M
PH
Parker Hannifin Corp

Industrials
247
+ 40.43%
$501.01 - $635.92 $124K - $157K
858 $543K
TROW
Price T Rowe Group Inc

Financial Services
2.15K
New
$101.71 - $120.75 $218K - $259K
2.15K $235K
CSGP
Costar Group, Inc.

Real Estate
3.12K
New
$71.59 - $79.61 $224K - $249K
3.12K $234K
DE
Deere & CO

Industrials
459
+ 45.99%
$344.84 - $418.0 $158K - $192K
1.46K $609K
NEM
Newmont Corp

Basic Materials
4.32K
New
$41.65 - $55.85 $180K - $241K
4.32K $233K
JD
Jd.Com, Inc.

Consumer Cyclical
5.84K
New
$24.95 - $40.01 $146K - $233K
5.84K $233K
GWW
W.W. Grainger, Inc.

Industrials
224
New
$896.19 - $1044.18 $201K - $234K
224 $232K
NRG
Nrg Energy, Inc.

Utilities
2.54K
New
$68.89 - $91.22 $175K - $231K
2.54K $231K
HOG
Harley Davidson, Inc.

Consumer Cyclical
5.87K
New
$31.83 - $39.53 $187K - $232K
5.87K $231K
GLW
Corning Inc

Technology
5.13K
New
$37.76 - $46.2 $194K - $237K
5.13K $230K
NI
Nisource Inc.

Utilities
6.68K
New
$28.54 - $34.64 $191K - $231K
6.68K $230K
AZO
Autozone Inc

Consumer Cyclical
27
+ 4.53%
$2815.0 - $3212.87 $76K - $86.7K
623 $1.99M
NTRS
Northern Trust Corp

Financial Services
2.33K
+ 95.81%
$82.48 - $92.62 $192K - $216K
4.77K $429K
DOW
Dow Inc.

Basic Materials
4.05K
New
$50.15 - $55.41 $203K - $224K
4.05K $223K
JKHY
Henry Jack & Associates Inc

Technology
1.27K
New
$160.87 - $177.06 $204K - $224K
1.27K $223K
NEE
Nextera Energy Inc

Utilities
1.44K
+ 15.54%
$69.9 - $84.97 $101K - $122K
10.7K $904K
DHI
Horton D R Inc

Consumer Cyclical
1.16K
New
$135.21 - $197.06 $156K - $228K
1.16K $220K
RSG
Republic Services, Inc.

Industrials
1.1K
New
$189.34 - $208.21 $209K - $230K
1.1K $220K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.18K
+ 23.79%
$79.58 - $91.64 $174K - $200K
11.4K $1.03M
TTD
Trade Desk, Inc.

Technology
1.99K
New
$83.08 - $110.79 $166K - $221K
1.99K $218K
Activity Summary
Buys All Purchases 284 New Holdings 47 Increased Positions 237 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Morningstar Investment Services LLC Portfolio

Follow Morningstar Investment Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email