Artisan Partners Limited Partnership Morningstar, Inc. Transaction History

Artisan Partners Limited Partnership

$63.7 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$181.22 - $256.64 $54.1 Million - $76.6 Million	-298,434 Reduced 88.09%	40,350 $8.19 Million
Q4 2022 Feb 10, 2023	SELL	$209.09 - $249.98 $4.09 Million - $4.89 Million	-19,546 Reduced 5.45%	338,784 $73.4 Million
Q3 2022 Nov 10, 2022	SELL	$209.97 - $260.0 $923,238 - $1.14 Million	-4,397 Reduced 1.21%	358,330 $76.1 Million
Q2 2022 Aug 12, 2022	SELL	$223.6 - $291.12 $9.35 Million - $12.2 Million	-41,821 Reduced 10.34%	362,727 $87.7 Million
Q1 2022 May 13, 2022	SELL	$255.56 - $336.03 $4.09 Million - $5.38 Million	-16,005 Reduced 3.81%	404,548 $111 Million
Q4 2021 Feb 11, 2022	SELL	$255.01 - $346.61 $10.1 Million - $13.7 Million	-39,591 Reduced 8.6%	420,553 $144 Million
Q3 2021 Nov 12, 2021	SELL	$244.27 - $281.46 $901,356 - $1.04 Million	-3,690 Reduced 0.8%	460,144 $119 Million
Q2 2021 Aug 12, 2021	BUY	$231.0 - $265.21 $15.2 Million - $17.4 Million	65,628 Added 16.48%	463,834 $119 Million
Q1 2021 May 11, 2021	BUY	$216.45 - $252.61 $1.51 Million - $1.76 Million	6,958 Added 1.78%	398,206 $89.6 Million
Q4 2020 Feb 10, 2021	BUY	$163.19 - $231.57 $12.1 Million - $17.2 Million	74,322 Added 23.45%	391,248 $90.6 Million
Q3 2020 Nov 12, 2020	SELL	$146.02 - $169.56 $12.3 Million - $14.3 Million	-84,279 Reduced 21.01%	316,926 $50.9 Million
Q2 2020 Aug 12, 2020	BUY	$110.6 - $155.96 $9.79 Million - $13.8 Million	88,478 Added 28.29%	401,205 $56.6 Million
Q1 2020 May 12, 2020	BUY	$107.02 - $165.72 $4.22 Million - $6.54 Million	39,454 Added 14.44%	312,727 $36.4 Million
Q4 2019 Feb 12, 2020	BUY	$143.18 - $162.37 $9.89 Million - $11.2 Million	69,053 Added 33.81%	273,273 $41.3 Million
Q3 2019 Nov 12, 2019	BUY	$144.99 - $161.58 $11.6 Million - $12.9 Million	79,703 Added 64.01%	204,220 $29.8 Million
Q2 2019 Aug 09, 2019	BUY	$127.44 - $148.32 $11.7 Million - $13.7 Million	92,137 Added 284.55%	124,517 $18 Million
Q1 2019 May 10, 2019	BUY	$107.77 - $127.22 $3.49 Million - $4.12 Million	32,380 New	32,380 $4.08 Million

Others Institutions Holding MORN

# of Institutions

437

Shares Held

25.7M

Call Options Held

16.7K

Put Options Held

4.7K

View Full List

About Morningstar, Inc.

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...

More about MORN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Artisan Partners Limited Partnership, based on Form 13F filings with the SEC.

News

Stay updated on Artisan Partners Limited Partnership with notifications on news.

Account