Veritable, L.P. Morningstar, Inc. Transaction History

Veritable, L.P.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$172.03 - $209.11 $19,955 - $24,256	-116 Reduced 3.87%	2,883 $565,000
Q1 2023 May 12, 2023	SELL	$181.22 - $256.64 $122,685 - $173,745	-677 Reduced 18.42%	2,999 $608,000
Q4 2022 Feb 14, 2023	SELL	$209.09 - $249.98 $44,327 - $52,995	-212 Reduced 5.45%	3,676 $796,000
Q3 2022 Nov 14, 2022	SELL	$209.97 - $260.0 $50,182 - $62,140	-239 Reduced 5.79%	3,888 $826,000
Q2 2022 Aug 15, 2022	BUY	$223.6 - $291.12 $51,875 - $67,539	232 Added 5.96%	4,127 $998,000
Q1 2022 May 11, 2022	BUY	$255.56 - $336.03 $38,589 - $50,740	151 Added 4.03%	3,895 $1.06 Million
Q4 2021 Feb 14, 2022	SELL	$255.01 - $346.61 $28,306 - $38,473	-111 Reduced 2.88%	3,744 $1.28 Million
Q3 2021 Nov 15, 2021	BUY	$244.27 - $281.46 $70,594 - $81,341	289 Added 8.1%	3,855 $999,000
Q2 2021 Aug 16, 2021	BUY	$231.0 - $265.21 $54,978 - $63,119	238 Added 7.15%	3,566 $917,000
Q1 2021 May 17, 2021	BUY	$216.45 - $252.61 $201,514 - $235,179	931 Added 38.84%	3,328 $749,000
Q4 2020 Feb 11, 2021	BUY	$163.19 - $231.57 $391,166 - $555,073	2,397 New	2,397 $555,000

436

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 $14B
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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