Sowell Financial Services LLC Morningstar, Inc. Transaction History

Sowell Financial Services LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 05, 2021	SELL	$231.0 - $265.21 $214,368 - $246,114	-928 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$216.45 - $252.61 $179,220 - $209,161	828 Added 828.0%	928 $242,000
Q4 2019 Feb 07, 2020	SELL	$143.18 - $162.37 $6,872 - $7,793	-48 Reduced 32.43%	100 $15,000
Q3 2019 Nov 14, 2019	BUY	$144.99 - $161.58 $21,458 - $23,913	148 New	148 $22,000

429

25.8M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $15.1B
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...

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

Stay updated on Sowell Financial Services LLC with notifications on news.