Pallas Capital Advisors LLC Morningstar, Inc. Transaction History

Pallas Capital Advisors LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 02, 2023	BUY	$181.22 - $256.64 $33,163 - $46,965	183 Added 3.0%	6,290 $1.28 Million
Q4 2022 Jan 24, 2023	BUY	$209.09 - $249.98 $29,899 - $35,747	143 Added 2.4%	6,107 $0
Q3 2022 Nov 07, 2022	SELL	$209.97 - $260.0 $983,289 - $1.22 Million	-4,683 Reduced 43.98%	5,964 $1.37 Million
Q2 2022 Aug 11, 2022	BUY	$223.6 - $291.12 $51,875 - $67,539	232 Added 2.23%	10,647 $2.65 Million
Q1 2022 Apr 20, 2022	BUY	$255.56 - $336.03 $297,727 - $391,474	1,165 Added 12.59%	10,415 $2.85 Million
Q4 2021 Feb 01, 2022	BUY	$255.01 - $346.61 $130,820 - $177,810	513 Added 5.87%	9,250 $2.58 Million
Q3 2021 Nov 12, 2021	BUY	$244.27 - $281.46 $569,393 - $656,083	2,331 Added 36.39%	8,737 $2.72 Million
Q2 2021 Aug 11, 2021	BUY	$231.0 - $265.21 $198,198 - $227,550	858 Added 15.47%	6,406 $1.71 Million
Q1 2021 May 14, 2021	BUY	$216.45 - $252.61 $1.2 Million - $1.4 Million	5,548 New	5,548 $1.41 Million

430

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 $13.4B
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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