Valeo Financial Advisors, LLC Morningstar, Inc. Transaction History

Valeo Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$231.0 - $265.21 $4,620 - $5,304	-20 Closed	0 $0
Q3 2020 Oct 28, 2020	SELL	$146.02 - $169.56 $7,739 - $8,986	-53 Reduced 72.6%	20 $3,000
Q2 2020 Jul 20, 2020	BUY	$110.6 - $155.96 $3,981 - $5,614	36 Added 97.3%	73 $10,000
Q1 2020 Apr 13, 2020	BUY	$107.02 - $165.72 $1,819 - $2,817	17 Added 85.0%	37 $5,000
Q1 2019 Apr 12, 2019	BUY	$107.77 - $127.22 $2,155 - $2,544	20 New	20 $3,000

429

25.7M

16.7K

4.7K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $14.3B
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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