Ci Investments Inc. Morningstar, Inc. Transaction History

Ci Investments Inc.

$26.3 Billion
Q3 2024

A detailed history of Ci Investments Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Ci Investments Inc. holds 42,546 shares of MORN stock, worth $14 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

42,546

Previous 45,609 6.72%

Holding current value

$14 Million

Previous $13.5 Million 0.62%

% of portfolio

0.05%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$295.85 - $326.31 $906,188 - $999,487	-3,063 Reduced 6.72%	42,546 $13.6 Million
Q2 2024 Aug 12, 2024	BUY	$282.65 - $315.06 $312,893 - $348,771	1,107 Added 2.49%	45,609 $13.5 Million
Q1 2024 May 13, 2024	BUY	$272.04 - $310.74 $176,009 - $201,048	647 Added 1.48%	44,502 $13.7 Million
Q4 2023 Feb 12, 2024	SELL	$220.07 - $288.88 $640,843 - $841,218	-2,912 Reduced 6.23%	43,855 $12.6 Million
Q3 2023 Nov 13, 2023	BUY	$194.0 - $255.43 $175,570 - $231,164	905 Added 1.97%	46,767 $11 Million
Q2 2023 Aug 11, 2023	SELL	$172.03 - $209.11 $265,098 - $322,238	-1,541 Reduced 3.25%	45,862 $8.99 Million
Q1 2023 May 12, 2023	BUY	$181.22 - $256.64 $746,988 - $1.06 Million	4,122 Added 9.52%	47,403 $9.62 Million
Q4 2022 Feb 10, 2023	BUY	$209.09 - $249.98 $9.01 Million - $10.8 Million	43,068 Added 20219.72%	43,281 $9.37 Million
Q3 2022 Nov 14, 2022	SELL	$209.97 - $260.0 $839 - $1,040	-4 Reduced 1.84%	213 $45,000
Q2 2022 Aug 12, 2022	SELL	$223.6 - $291.12 $26,161 - $34,061	-117 Reduced 35.03%	217 $52,000
Q1 2022 May 12, 2022	SELL	$255.56 - $336.03 $11,755 - $15,457	-46 Reduced 12.11%	334 $91,000
Q4 2021 Feb 11, 2022	SELL	$255.01 - $346.61 $30,601 - $41,593	-120 Reduced 24.0%	380 $130,000
Q3 2021 Nov 12, 2021	BUY	$244.27 - $281.46 $488 - $562	2 Added 0.4%	500 $130,000
Q2 2021 Aug 13, 2021	BUY	$231.0 - $265.21 $44,583 - $51,185	193 Added 63.28%	498 $128,000
Q1 2021 May 13, 2021	SELL	$216.45 - $252.61 $13.8 Million - $16.1 Million	-63,721 Reduced 99.52%	305 $69,000
Q4 2020 Feb 09, 2021	SELL	$163.19 - $231.57 $8.62 Million - $12.2 Million	-52,797 Reduced 45.19%	64,026 $14.8 Million
Q3 2020 Nov 09, 2020	BUY	$146.02 - $169.56 $2.01 Million - $2.34 Million	13,777 Added 13.37%	116,823 $18.8 Million
Q2 2020 Aug 07, 2020	BUY	$110.6 - $155.96 $11.4 Million - $16.1 Million	103,046 New	103,046 $14.5 Million

Others Institutions Holding MORN

# of Institutions

436

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...

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Ci Investments Inc. Morningstar, Inc. Transaction History