Paloma Partners Management CO Morningstar, Inc. Transaction History

Paloma Partners Management CO

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 16, 2021	SELL	$231.0 - $265.21 $729,729 - $837,798	-3,159 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$216.45 - $252.61 $683,765 - $797,994	3,159 New	3,159 $711,000
Q4 2020 Feb 16, 2021	SELL	$163.19 - $231.57 $392,471 - $556,925	-2,405 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$146.02 - $169.56 $351,178 - $407,791	2,405 New	2,405 $386,000
Q4 2018 Feb 14, 2019	SELL	$105.5 - $130.7 $740,610 - $917,513	-7,020 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$125.9 - $142.32 $883,818 - $999,086	7,020 New	7,020 $884,000

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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