Systm Wealth Solutions LLC Morningstar, Inc. Transaction History

Systm Wealth Solutions LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$272.04 - $310.74 $588,422 - $672,130	2,163 Added 12723.53%	2,180 $672 Million
Q4 2023 Feb 14, 2024	SELL	$220.07 - $288.88 $470,289 - $617,336	-2,137 Reduced 99.21%	17 $4.87 Million
Q2 2023 Aug 14, 2023	BUY	$172.03 - $209.11 $111,819 - $135,921	650 Added 43.22%	2,154 $422 Million
Q1 2023 May 12, 2023	BUY	$181.22 - $256.64 $3,805 - $5,389	21 Added 1.42%	1,504 $305 Million
Q4 2022 Feb 10, 2023	BUY	$209.09 - $249.98 $310,080 - $370,720	1,483 New	1,483 $321 Million

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...

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