Motive Wealth Advisors Morningstar, Inc. Transaction History

Motive Wealth Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	BUY	$223.6 - $291.12 $82,508 - $107,423	369 Added 6.4%	6,132 $1.48 Million
Q1 2022 May 03, 2022	SELL	$255.56 - $336.03 $13,289 - $17,473	-52 Reduced 0.89%	5,763 $1.57 Million
Q4 2021 Feb 08, 2022	SELL	$255.01 - $346.61 $49,981 - $67,935	-196 Reduced 3.26%	5,815 $1.99 Million
Q3 2021 Nov 16, 2021	BUY	$244.27 - $281.46 $294,101 - $338,877	1,204 Added 25.05%	6,011 $1.56 Million
Q2 2021 Aug 16, 2021	BUY	$231.0 - $265.21 $1.11 Million - $1.27 Million	4,807 New	4,807 $1.24 Million

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...

Get notified when there are updates to the investment portfolio of Motive Wealth Advisors, based on Form 13F filings with the SEC.

Stay updated on Motive Wealth Advisors with notifications on news.