A detailed history of Pendal Group LTD transactions in Morningstar, Inc. stock. As of the latest transaction made, Pendal Group LTD holds 381,928 shares of MORN stock, worth $130 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
381,928
Previous 350,782 8.88%
Holding current value
$130 Million
Previous $74.5 Million 11.07%
% of portfolio
0.68%
Previous 0.72%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 19, 2023

BUY
$209.09 - $249.98 $6.51 Million - $7.79 Million
31,146 Added 8.88%
381,928 $0
Q3 2022

Oct 18, 2022

SELL
$209.97 - $260.0 $15.2 Million - $18.8 Million
-72,425 Reduced 17.11%
350,782 $74.5 Million
Q2 2022

Jul 25, 2022

SELL
$223.6 - $291.12 $4.71 Million - $6.13 Million
-21,065 Reduced 4.74%
423,207 $102 Million
Q1 2022

Apr 25, 2022

BUY
$255.56 - $336.03 $698,956 - $919,042
2,735 Added 0.62%
444,272 $121 Million
Q4 2021

Jan 18, 2022

SELL
$255.01 - $346.61 $1.35 Million - $1.84 Million
-5,307 Reduced 1.19%
441,537 $151 Million
Q3 2021

Nov 05, 2021

SELL
$244.27 - $281.46 $710,825 - $819,048
-2,910 Reduced 0.65%
446,844 $116 Million
Q2 2021

Jul 28, 2021

BUY
$231.0 - $265.21 $978,285 - $1.12 Million
4,235 Added 0.95%
449,754 $116 Million
Q1 2021

May 24, 2021

BUY
$216.45 - $252.61 $96.4 Million - $113 Million
445,519 New
445,519 $100 Million

Others Institutions Holding MORN

About Morningstar, Inc.


  • Ticker MORN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 42,446,200
  • Market Cap $14.4B
  • 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...
More about MORN
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