Patriot Financial Group Insurance Agency, LLC Morningstar, Inc. Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 24, 2021	SELL	$244.27 - $281.46 $1,465 - $1,688	-6 Closed	0 $0
Q2 2021 Jul 30, 2021	SELL	$231.0 - $265.21 $231 - $265	-1 Reduced 14.29%	6 $2,000
Q4 2020 Jan 15, 2021	SELL	$163.19 - $231.57 $163 - $231	-1 Reduced 12.5%	7 $2,000
Q4 2019 Jan 22, 2020	SELL	$143.18 - $162.37 $143 - $162	-1 Reduced 11.11%	8 $1,000
Q3 2019 Oct 25, 2019	SELL	$144.99 - $161.58 $1,304 - $1,454	-9 Reduced 50.0%	9 $1,000
Q2 2019 Aug 07, 2019	SELL	$127.44 - $148.32 $2,293 - $2,669	-18 Reduced 50.0%	18 $3,000
Q1 2019 Apr 29, 2019	BUY	$107.77 - $127.22 $3,879 - $4,579	36 New	36 $5,000

Others Institutions Holding MORN

# of Institutions

429

Shares Held

25.7M

Call Options Held

16.7K

Put Options Held

4.7K

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About Morningstar, Inc.

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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