One Wealth Advisors, LLC Morningstar, Inc. Transaction History

One Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$209.09 - $249.98 $69,208 - $82,743	331 New	331 $71,000
Q2 2019 Aug 14, 2019	SELL	$127.44 - $148.32 $153,947 - $179,170	-1,208 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$107.77 - $127.22 $130,186 - $153,681	1,208 New	1,208 $152,000
Q4 2018 Feb 15, 2019	SELL	$105.5 - $130.7 $179,455 - $222,320	-1,701 Closed	0 $0
Q3 2018 Nov 15, 2018	SELL	$125.9 - $142.32 $8,813 - $9,962	-70 Reduced 3.95%	1,701 $214,000
Q2 2018 Aug 14, 2018	SELL	$94.75 - $134.08 $663 - $938	-7 Reduced 0.39%	1,771 $227,000
Q1 2018 May 15, 2018	SELL	$90.49 - $101.12 $17,464 - $19,516	-193 Reduced 9.79%	1,778 $170,000
Q4 2017 Feb 14, 2018	BUY	$82.75 - $97.54 $163,100 - $192,251	1,971	1,971 $191,000

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...

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