Stifel Financial Corp Morningstar, Inc. Transaction History

Stifel Financial Corp

$86.8 Billion
Q2 2024

A detailed history of Stifel Financial Corp transactions in Morningstar, Inc. stock. As of the latest transaction made, Stifel Financial Corp holds 18,770 shares of MORN stock, worth $5.96 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,770

Previous 18,582 1.01%

Holding current value

$5.96 Million

Previous $5.73 Million 3.09%

% of portfolio

0.01%

Previous 0.01%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$282.65 - $315.06 $53,138 - $59,231	188 Added 1.01%	18,770 $5.55 Million
Q1 2024 May 13, 2024	BUY	$272.04 - $310.74 $97,118 - $110,934	357 Added 1.96%	18,582 $5.73 Million
Q4 2023 Feb 12, 2024	BUY	$220.07 - $288.88 $27,728 - $36,398	126 Added 0.7%	18,225 $5.22 Million
Q3 2023 Nov 13, 2023	SELL	$194.0 - $255.43 $28,712 - $37,803	-148 Reduced 0.81%	18,099 $4.24 Million
Q2 2023 Aug 14, 2023	BUY	$172.03 - $209.11 $1.01 Million - $1.23 Million	5,875 Added 47.49%	18,247 $3.58 Million
Q1 2023 May 12, 2023	SELL	$181.22 - $256.64 $15,041 - $21,301	-83 Reduced 0.67%	12,372 $2.51 Million
Q4 2022 Feb 13, 2023	SELL	$209.09 - $249.98 $236,271 - $282,477	-1,130 Reduced 8.32%	12,455 $2.7 Million
Q3 2022 Nov 14, 2022	SELL	$209.97 - $260.0 $33,385 - $41,340	-159 Reduced 1.16%	13,585 $2.88 Million
Q2 2022 Aug 15, 2022	SELL	$223.6 - $291.12 $29,515 - $38,427	-132 Reduced 0.95%	13,744 $3.32 Million
Q1 2022 May 13, 2022	SELL	$255.56 - $336.03 $735,501 - $967,094	-2,878 Reduced 17.18%	13,876 $3.79 Million
Q4 2021 Feb 14, 2022	SELL	$255.01 - $346.61 $78,543 - $106,755	-308 Reduced 1.81%	16,754 $5.73 Million
Q3 2021 Nov 15, 2021	SELL	$244.27 - $281.46 $62,533 - $72,053	-256 Reduced 1.48%	17,062 $4.42 Million
Q2 2021 Aug 13, 2021	SELL	$231.0 - $265.21 $23,331 - $26,786	-101 Reduced 0.58%	17,318 $4.45 Million
Q1 2021 May 14, 2021	SELL	$216.45 - $252.61 $85,930 - $100,286	-397 Reduced 2.23%	17,419 $3.92 Million
Q4 2020 Feb 12, 2021	SELL	$163.19 - $231.57 $70,824 - $100,501	-434 Reduced 2.38%	17,816 $4.13 Million
Q3 2020 Nov 16, 2020	SELL	$146.02 - $169.56 $158,139 - $183,633	-1,083 Reduced 5.6%	18,250 $2.93 Million
Q2 2020 Aug 14, 2020	BUY	$110.6 - $155.96 $214,011 - $301,782	1,935 Added 11.12%	19,333 $2.73 Million
Q1 2020 May 14, 2020	BUY	$107.02 - $165.72 $154,964 - $239,962	1,448 Added 9.08%	17,398 $2.02 Million
Q4 2019 Feb 13, 2020	BUY	$143.18 - $162.37 $188,281 - $213,516	1,315 Added 8.99%	15,950 $2.41 Million
Q3 2019 Nov 13, 2019	BUY	$144.99 - $161.58 $63,070 - $70,287	435 Added 3.06%	14,635 $2.13 Million
Q2 2019 Aug 14, 2019	BUY	$127.44 - $148.32 $11,597 - $13,497	91 Added 0.64%	14,200 $2.04 Million
Q1 2019 May 14, 2019	BUY	$107.77 - $127.22 $90,957 - $107,373	844 Added 6.36%	14,109 $1.8 Million
Q4 2018 Feb 13, 2019	BUY	$105.5 - $130.7 $260,479 - $322,698	2,469 Added 22.87%	13,265 $1.46 Million
Q3 2018 Nov 13, 2018	BUY	$125.9 - $142.32 $363,095 - $410,450	2,884 Added 36.45%	10,796 $1.38 Million
Q2 2018 Aug 14, 2018	BUY	$94.75 - $134.08 $104,604 - $148,024	1,104 Added 16.22%	7,912 $1.02 Million
Q1 2018 May 11, 2018	BUY	$90.49 - $101.12 $170,392 - $190,408	1,883 Added 38.23%	6,808 $648,000
Q4 2017 Feb 14, 2018	BUY	$82.75 - $97.54 $138,937 - $163,769	1,679 Added 51.73%	4,925 $476,000
Q3 2017 Nov 13, 2017	BUY	$79.78 - $85.07 $258,965 - $276,137	3,246	3,246 $0

Others Institutions Holding MORN

# of Institutions

411

Shares Held

26.1M

Call Options Held

8.6K

Put Options Held

12.2K

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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 $13.5B
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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Stifel Financial Corp Morningstar, Inc. Transaction History