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
ROP
Roper Technologies Inc

Industrials
74
+ 7.75%
$515.25 - $576.55 $38.1K - $42.7K
1.03K $570K
MTD
Mettler Toledo International Inc

Healthcare
15
+ 9.74%
$1308.0 - $1521.03 $19.6K - $22.8K
169 $250K
WPP
Wpp PLC

Communication Services
116
+ 2.31%
$43.23 - $52.12 $5.01K - $6.05K
5.14K $268K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
207
+ 3.08%
$31.95 - $38.02 $6.61K - $7.87K
6.93K $259K
IWP
Ishares Russell Mid Cap Growth

ETFs
37
+ 1.15%
$103.87 - $117.59 $3.84K - $4.35K
3.26K $382K
MPC
Marathon Petroleum Corp

Energy
257
+ 14.41%
$158.61 - $180.75 $40.8K - $46.5K
2.04K $334K
KMB
Kimberly Clark Corp

Consumer Defensive
133
+ 7.35%
$135.05 - $148.35 $18K - $19.7K
1.94K $277K
PRU
Prudential Financial Inc

Financial Services
86
+ 4.66%
$105.53 - $127.32 $9.08K - $10.9K
1.93K $234K
APH
Amphenol Corp

Technology
371
+ 7.04%
$58.39 - $70.41 $21.7K - $26.1K
5.64K $367K
FDX
Fedex Corp

Industrials
91
+ 12.93%
$254.64 - $313.52 $23.2K - $28.5K
795 $213K
CRWD
Crowd Strike Holdings, Inc.

Technology
297
+ 36.44%
$217.89 - $392.15 $64.7K - $116K
1.11K $318K
SU
Suncor Energy Inc

Energy
302
+ 2.92%
$36.06 - $41.7 $10.9K - $12.6K
10.7K $392K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5
+ 0.02%
$104.47 - $116.17 $522 - $581
24.8K $2.68M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
11
+ 1.07%
$460.0 - $505.78 $5.06K - $5.56K
1.04K $481K
PSX
Phillips 66

Energy
60
+ 3.66%
$125.0 - $147.17 $7.5K - $8.83K
1.7K $223K
NMR
Nomura Holdings Inc

Financial Services
1.45K
+ 2.1%
$4.92 - $6.31 $7.11K - $9.12K
70.2K $385K
NTR
Nutrien Ltd.

Basic Materials
192
+ 3.28%
$45.26 - $52.2 $8.69K - $10K
6.04K $292K
CDNS
Cadence Design Systems Inc

Technology
42
+ 5.13%
$246.84 - $321.11 $10.4K - $13.5K
861 $236K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.94K
+ 2.35%
$11.38 - $14.48 $22.1K - $28.1K
84.6K $1.03M
LRCX
Lam Research Corp

Technology
59
+ 13.79%
$731.56 - $1127.3 $43.2K - $66.5K
487 $403K
BP
Bp PLC

Energy
447
+ 3.04%
$30.78 - $37.05 $13.8K - $16.6K
15.2K $476K
SLB
Schlumberger Limited

Energy
256
+ 1.63%
$39.57 - $49.67 $10.1K - $12.7K
16K $676K
FMX
Mexican Economic Development Inc

Consumer Defensive
706
+ 3.41%
$98.71 - $118.83 $69.7K - $83.9K
21.4K $2.13M
MU
Micron Technology Inc

Technology
166
+ 4.54%
$86.27 - $136.82 $14.3K - $22.7K
3.82K $411K
STLA
Stellantis N.V.

Consumer Cyclical
1.58K
+ 3.25%
$14.05 - $20.71 $22.3K - $32.8K
50.3K $807K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
824
+ 6.49%
$53.01 - $82.74 $43.7K - $68.2K
13.5K $904K
HAL
Halliburton CO

Energy
2.78K
+ 5.31%
$27.81 - $36.44 $77.3K - $101K
55.1K $1.58M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
951
+ 4.17%
$69.02 - $93.84 $65.6K - $89.2K
23.8K $1.68M
Fortrea Hldgs Inc
1.67K
+ 0.99%
N/A
171K $3.39M
CRL
Charles River Laboratories International, Inc.

Healthcare
352
+ 0.56%
$187.96 - $245.29 $66.2K - $86.3K
63.7K $12.6M
FANG
Diamondback Energy, Inc.

Energy
287
+ 0.53%
$168.46 - $210.94 $48.3K - $60.5K
54.1K $9.23M
COP
Conocophillips

Energy
3.45K
+ 0.97%
$102.3 - $116.61 $353K - $402K
360K $37.7M
GOOG
Alphabet Inc.

Communication Services
2.99K
+ 0.56%
$149.54 - $192.66 $447K - $576K
537K $88.8M
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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