Fieldpoint Private Securities, LLC Morningstar, Inc. Transaction History

Fieldpoint Private Securities, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 23, 2021	SELL	$216.45 - $252.61 $27,489 - $32,081	-127 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$163.19 - $231.57 $20,725 - $29,409	127 New	127 $29,000
Q1 2020 May 11, 2020	SELL	$107.02 - $165.72 $35,209 - $54,521	-329 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$143.18 - $162.37 $20,188 - $22,894	141 Added 75.0%	329 $50,000
Q3 2019 Nov 07, 2019	BUY	$144.99 - $161.58 $15,368 - $17,127	106 Added 129.27%	188 $27,000
Q2 2019 Aug 14, 2019	BUY	$127.44 - $148.32 $10,450 - $12,162	82 New	82 $12,000

437

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 $13.8B
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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