Principal Financial Group Inc Morningstar, Inc. Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$295.85 - $326.31 $7.42 Million - $8.19 Million	-25,095 Reduced 22.83%	84,845 $27.1 Million
Q2 2024 Jul 29, 2024	SELL	$282.65 - $315.06 $22 Million - $24.5 Million	-77,691 Reduced 41.41%	109,940 $32.5 Million
Q1 2024 Apr 29, 2024	SELL	$272.04 - $310.74 $90,317 - $103,165	-332 Reduced 0.18%	187,631 $57.9 Million
Q4 2023 Feb 07, 2024	SELL	$220.07 - $288.88 $4 Million - $5.25 Million	-18,170 Reduced 8.81%	187,963 $53.8 Million
Q3 2023 Nov 02, 2023	BUY	$194.0 - $255.43 $17.3 Million - $22.8 Million	89,099 Added 76.13%	206,133 $48.3 Million
Q2 2023 Aug 07, 2023	SELL	$172.03 - $209.11 $7.45 Million - $9.05 Million	-43,294 Reduced 27.0%	117,034 $22.9 Million
Q1 2023 May 09, 2023	SELL	$181.22 - $256.64 $3.66 Million - $5.19 Million	-20,217 Reduced 11.2%	160,328 $32.6 Million
Q4 2022 Feb 09, 2023	SELL	$209.09 - $249.98 $5.06 Million - $6.06 Million	-24,224 Reduced 11.83%	180,545 $39.1 Million
Q3 2022 Nov 09, 2022	SELL	$209.97 - $260.0 $2.34 Million - $2.9 Million	-11,164 Reduced 5.17%	204,769 $43.5 Million
Q2 2022 Aug 10, 2022	BUY	$223.6 - $291.12 $20.3 Million - $26.5 Million	90,905 Added 72.71%	215,933 $52.2 Million
Q1 2022 May 09, 2022	BUY	$255.56 - $336.03 $4.48 Million - $5.89 Million	17,516 Added 16.29%	125,028 $34.2 Million
Q4 2021 Feb 09, 2022	SELL	$255.01 - $346.61 $4.66 Million - $6.34 Million	-18,293 Reduced 14.54%	107,512 $36.8 Million
Q3 2021 Nov 09, 2021	BUY	$244.27 - $281.46 $4.34 Million - $5 Million	17,751 Added 16.43%	125,805 $32.6 Million
Q2 2021 Aug 10, 2021	SELL	$231.0 - $265.21 $13.3 Million - $15.3 Million	-57,532 Reduced 34.74%	108,054 $27.8 Million
Q1 2021 May 10, 2021	BUY	$216.45 - $252.61 $4.86 Million - $5.68 Million	22,473 Added 15.7%	165,586 $37.3 Million
Q4 2020 Feb 23, 2021	SELL	$163.19 - $231.57 $2,121 - $3,010	-13 Reduced 0.01%	143,113 $33.1 Million
Q4 2020 Feb 08, 2021	SELL	$163.19 - $231.57 $1.8 Million - $2.55 Million	-11,020 Reduced 7.15%	143,126 $33.1 Million
Q3 2020 Nov 06, 2020	BUY	$146.02 - $169.56 $3.92 Million - $4.55 Million	26,831 Added 21.07%	154,146 $24.8 Million
Q2 2020 Aug 05, 2020	BUY	$110.6 - $155.96 $6.96 Million - $9.82 Million	62,960 Added 97.83%	127,315 $17.9 Million
Q1 2020 May 12, 2020	BUY	$107.02 - $165.72 $3.82 Million - $5.92 Million	35,694 Added 124.54%	64,355 $7.48 Million
Q4 2019 Feb 05, 2020	BUY	$143.18 - $162.37 $3.78 Million - $4.29 Million	26,396 Added 1165.39%	28,661 $4.34 Million
Q3 2019 Nov 13, 2019	SELL	$144.99 - $161.58 $35,522 - $39,587	-245 Reduced 9.76%	2,265 $331,000
Q2 2019 Aug 12, 2019	BUY	$127.44 - $148.32 $17,841 - $20,764	140 Added 5.91%	2,510 $363,000
Q1 2019 May 10, 2019	BUY	$107.77 - $127.22 $26,726 - $31,550	248 Added 11.69%	2,370 $299,000
Q4 2018 Feb 14, 2019	SELL	$105.5 - $130.7 $84,294 - $104,429	-799 Reduced 27.35%	2,122 $233,000
Q3 2018 Nov 14, 2018	SELL	$125.9 - $142.32 $2,895 - $3,273	-23 Reduced 0.78%	2,921 $368,000
Q2 2018 Aug 13, 2018	SELL	$94.75 - $134.08 $71,346 - $100,962	-753 Reduced 20.37%	2,944 $0
Q1 2018 May 14, 2018	BUY	$90.49 - $101.12 $51,036 - $57,031	564 Added 18.0%	3,697 $353,000
Q4 2017 Feb 13, 2018	BUY	$82.75 - $97.54 $45,595 - $53,744	551 Added 21.34%	3,133 $304,000
Q3 2017 Nov 02, 2017	BUY	$79.78 - $85.07 $205,991 - $219,650	2,582	2,582 $219,000

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 $14.4B
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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