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
Kenvue Inc
9.35K
New
N/A
9.35K $218K
DGX
Quest Diagnostics Inc

Healthcare
1.41K
New
$137.09 - $137.09 $193K - $193K
1.41K $218K
PAYX
Paychex Inc

Industrials
1.62K
New
$116.17 - $135.19 $188K - $219K
1.62K $215K
CME
Cme Group Inc.

Financial Services
614
+ 17.2%
$193.43 - $220.62 $119K - $135K
4.18K $913K
ARES
Ares Management Corp

Financial Services
1.36K
New
$133.73 - $158.05 $181K - $214K
1.36K $213K
CFG
Citizens Financial Group Inc

Financial Services
5.22K
New
$35.24 - $43.24 $184K - $226K
5.22K $213K
CSX
Csx Corp

Industrials
5.84K
+ 84.15%
$32.48 - $35.45 $190K - $207K
12.8K $441K
GPN
Global Payments Inc

Industrials
1.15K
+ 7.46%
$92.66 - $112.97 $106K - $129K
16.5K $1.67M
APO
Apollo Global Management, Inc.

Financial Services
1.66K
New
$99.16 - $125.81 $165K - $209K
1.66K $209K
ISRG
Intuitive Surgical Inc

Healthcare
330
+ 23.52%
$416.14 - $494.01 $137K - $163K
1.73K $830K
EOG
Eog Resources Inc

Energy
1.64K
New
$117.9 - $132.65 $193K - $217K
1.64K $201K
SHW
Sherwin Williams CO

Basic Materials
128
+ 7.29%
$294.65 - $384.0 $37.7K - $49.2K
1.88K $721K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.76K
+ 45.61%
$57.32 - $62.65 $158K - $173K
8.81K $548K
SPGI
S&P Global Inc.

Financial Services
244
+ 22.22%
$446.32 - $527.38 $109K - $129K
1.34K $688K
GS
Goldman Sachs Group Inc

Financial Services
219
+ 15.01%
$459.02 - $510.25 $101K - $112K
1.68K $837K
BCS
Barclays PLC

Financial Services
2.72K
+ 2.91%
$10.59 - $12.45 $28.8K - $33.9K
96.3K $1.18M
SRCL
Stericycle Inc

Industrials
1.4K
+ 4.43%
$57.95 - $61.72 $80.9K - $86.2K
32.9K $2.01M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.59K
+ 21.61%
$64.35 - $75.71 $102K - $120K
8.94K $664K
PGR
Progressive Corp

Financial Services
334
+ 14.72%
$209.46 - $259.24 $70K - $86.6K
2.6K $654K
KKR
Kkr & Co. Inc.

Financial Services
747
+ 26.44%
$104.51 - $133.23 $78.1K - $99.5K
3.57K $472K
PNR
Pentair PLC

Industrials
283
+ 4.08%
$74.39 - $97.79 $21.1K - $27.7K
7.22K $700K
TT
Trane Technologies PLC

Industrials
315
+ 31.31%
$314.21 - $388.71 $99K - $122K
1.32K $507K
TMUS
T Mobile Us, Inc.

Communication Services
527
+ 23.42%
$175.14 - $206.36 $92.3K - $109K
2.78K $570K
NXPI
Nxp Semiconductors N.V.

Technology
767
+ 71.68%
$225.14 - $290.78 $173K - $223K
1.84K $450K
OEF
Ishares S&P 100 ETF

ETFs
523
+ 22.81%
$266.03 - $266.03 $139K - $139K
2.82K $775K
PLD
Prologis, Inc.

Real Estate
960
+ 33.68%
$111.95 - $132.43 $107K - $127K
3.81K $479K
EMR
Emerson Electric CO

Industrials
1.4K
+ 36.12%
$98.19 - $118.87 $138K - $167K
5.29K $578K
DHR
Danaher Corp

Healthcare
357
+ 14.66%
$239.25 - $280.76 $85.4K - $100K
2.79K $769K
QQQ
Invesco Qqq Trust, Series 1

ETFs
316
+ 63.97%
$434.77 - $502.96 $137K - $159K
810 $394K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.11K
+ 31.39%
$57.22 - $80.08 $63.3K - $88.6K
4.63K $361K
MELI
Mercadolibre Inc

Consumer Cyclical
49
+ 39.52%
$1591.44 - $2140.1 $78K - $105K
173 $357K
UBER
Uber Technologies, Inc

Technology
1.46K
+ 19.97%
$58.48 - $77.47 $85.4K - $113K
8.77K $664K
TJX
Tjx Companies Inc

Consumer Cyclical
974
+ 23.7%
$107.93 - $120.23 $105K - $117K
5.08K $597K
PNC
Pnc Financial Services Group, Inc.

Financial Services
352
+ 14.47%
$156.14 - $187.2 $55K - $65.9K
2.79K $510K
MMM
3 M CO

Industrials
507
+ 25.02%
$99.69 - $139.42 $50.5K - $70.7K
2.53K $348K
PEG
Public Service Enterprise Group Inc

Utilities
1.08K
+ 38.86%
$73.58 - $89.21 $79.5K - $96.3K
3.86K $341K
ANET
Arista Networks, Inc.

Technology
275
+ 26.75%
$311.42 - $388.21 $85.6K - $107K
1.3K $495K
ABEV
Ambev S.A.

Consumer Defensive
6.49K
+ 1.66%
$2.04 - $2.44 $13.2K - $15.8K
397K $953K
ZTS
Zoetis Inc.

Healthcare
511
+ 32.59%
$172.58 - $196.48 $88.2K - $100K
2.08K $405K
FLCH
Franklin Templeton ETF Tr

ETFs
896
+ 2.75%
$15.81 - $20.11 $14.2K - $18K
33.5K $666K
ICE
Intercontinental Exchange, Inc.

Financial Services
191
+ 4.19%
$136.93 - $162.81 $26.2K - $31.1K
4.75K $753K
BSX
Boston Scientific Corp

Healthcare
1.05K
+ 18.87%
$72.96 - $84.0 $76.9K - $88.5K
6.64K $554K
AFL
Aflac Inc

Financial Services
476
+ 14.66%
$88.52 - $111.8 $42.1K - $53.2K
3.72K $412K
NSC
Norfolk Southern Corp

Industrials
347
+ 35.16%
$213.75 - $259.69 $74.2K - $90.1K
1.33K $329K
FTNT
Fortinet, Inc.

Technology
430
+ 8.69%
$55.39 - $77.55 $23.8K - $33.3K
5.38K $416K
NKE
Nike, Inc.

Consumer Cyclical
1.66K
+ 26.76%
$71.09 - $89.44 $118K - $149K
7.87K $704K
CTAS
Cintas Corp

Industrials
1.58K
+ 399.24%
$201.38 - $819.83 $318K - $1.3M
1.98K $400K
EPD
Enterprise Products Partners L.P.

Energy
1.1K
+ 0.36%
$27.88 - $30.0 $30.6K - $32.9K
304K $8.88M
MSI
Motorola Solutions, Inc.

Technology
151
+ 19.24%
$385.65 - $450.49 $58.2K - $68K
936 $418K
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
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