Morningstar Investment Services LLC Incresed Positions in Q3 2024

Morningstar Investment Services LLC

  • $9.8 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
1.58K
+ 399.24%
$201.38 - $819.83 $318K - $1.3M
1.98K $400K
EPD
Enterprise Products Partners L.P.

Energy
1.1K
+ 0.36%
$27.88 - $30.0 $30.6K - $32.9K
304K $8.88M
MSI
Motorola Solutions, Inc.

Technology
151
+ 19.24%
$385.65 - $450.49 $58.2K - $68K
936 $418K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.85K
+ 13.14%
$43.99 - $46.63 $81.2K - $86.1K
15.9K $740K
BMY
Bristol Myers Squibb CO

Healthcare
323
+ 3.15%
$39.66 - $51.75 $12.8K - $16.7K
10.6K $538K
MS
Morgan Stanley

Financial Services
742
+ 17.63%
$92.07 - $106.96 $68.3K - $79.4K
4.95K $515K
UBS
Ubs Group Ag

Financial Services
1.32K
+ 3.02%
$27.97 - $31.42 $36.8K - $41.3K
44.9K $1.39M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
863
+ 0.83%
$22.38 - $23.66 $19.3K - $20.4K
105K $2.47M
KMI
Kinder Morgan, Inc.

Energy
2.94K
+ 14.47%
$19.72 - $22.22 $58K - $65.3K
23.3K $507K
INTC
Intel Corp

Technology
6.77K
+ 78.6%
$18.9 - $34.87 $128K - $236K
15.4K $368K
OKE
Oneok Inc

Energy
546
+ 9.49%
$78.62 - $95.27 $42.9K - $52K
6.3K $568K
TLT
Ishares Barclays 20+ Year Trea

ETFs
137
+ 0.78%
$89.91 - $101.33 $12.3K - $13.9K
17.8K $1.75M
ETN
Eaton Corp PLC

Industrials
232
+ 12.9%
$272.52 - $333.02 $63.2K - $77.3K
2.03K $667K
ADP
Automatic Data Processing Inc

Industrials
205
+ 17.2%
$233.44 - $279.45 $47.9K - $57.3K
1.4K $381K
TYL
Tyler Technologies Inc

Technology
15
+ 1.52%
$499.52 - $595.46 $7.49K - $8.93K
1.01K $580K
HCA
Hca Healthcare, Inc.

Healthcare
94
+ 10.61%
$315.12 - $406.43 $29.6K - $38.2K
980 $395K
CMS
Cms Energy Corp

Utilities
768
+ 21.81%
$58.7 - $70.62 $45.1K - $54.2K
4.29K $302K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.78K
+ 48.03%
$49.83 - $62.75 $88.5K - $112K
5.48K $314K
CL
Colgate Palmolive CO

Consumer Defensive
600
+ 15.68%
$95.54 - $108.77 $57.3K - $65.3K
4.43K $459K
STT
State Street Corp

Financial Services
364
+ 10.86%
$73.37 - $89.31 $26.7K - $32.5K
3.72K $328K
A
Agilent Technologies, Inc.

Healthcare
199
+ 6.76%
$125.42 - $148.48 $25K - $29.5K
3.14K $466K
MCO
Moodys Corp

Financial Services
106
+ 18.4%
$421.49 - $494.67 $44.7K - $52.4K
682 $323K
HSBC
Hsbc Holdings PLC

Financial Services
719
+ 2.9%
$40.42 - $45.91 $29.1K - $33K
25.5K $1.17M
AWK
American Water Works Company, Inc.

Utilities
340
+ 17.95%
$127.76 - $149.9 $43.4K - $51K
2.23K $324K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.23K
+ 1.48%
$50.61 - $50.96 $62K - $62.4K
83.7K $4.27M
IVZ
Invesco Ltd.

Financial Services
675
+ 2.88%
$14.85 - $17.74 $10K - $12K
24.1K $425K
SYK
Stryker Corp

Healthcare
155
+ 14.86%
$315.94 - $371.96 $49K - $57.7K
1.2K $432K
SO
Southern CO

Utilities
376
+ 10.52%
$77.0 - $90.52 $29K - $34K
3.95K $356K
PWR
Quanta Services, Inc.

Industrials
171
+ 19.13%
$239.58 - $298.23 $41K - $51K
1.07K $316K
O
Realty Income Corp

Real Estate
413
+ 8.97%
$52.36 - $63.42 $21.6K - $26.2K
5.02K $315K
CB
Chubb LTD

Financial Services
125
+ 9.59%
$252.51 - $292.2 $31.6K - $36.5K
1.43K $414K
TEF
Telefonica S A

Communication Services
2.54K
+ 2.58%
$4.18 - $4.9 $10.6K - $12.5K
101K $494K
ICVT
Ishares Tr Convertible Bond Et

ETFs
603
+ 14.03%
$77.24 - $83.67 $46.6K - $50.5K
4.9K $409K
SRE
Sempra Energy

Utilities
521
+ 14.66%
$74.97 - $84.04 $39.1K - $43.8K
4.07K $339K
ITW
Illinois Tool Works Inc

Industrials
129
+ 11.56%
$233.14 - $263.97 $30.1K - $34.1K
1.25K $329K
CEG
Constellation Energy Corp

Utilities
38
+ 3.62%
$167.08 - $262.86 $6.35K - $9.99K
1.09K $279K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
910
+ 2.3%
$15.81 - $18.96 $14.4K - $17.3K
40.5K $707K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
418
+ 1.67%
$18.12 - $21.31 $7.57K - $8.91K
25.4K $541K
AEP
American Electric Power CO Inc

Utilities
218
+ 7.55%
$87.11 - $104.95 $19K - $22.9K
3.1K $316K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
33
+ 15.28%
$1015.62 - $1159.62 $33.5K - $38.3K
249 $285K
AJG
Arthur J. Gallagher & Co.

Financial Services
126
+ 12.88%
$259.22 - $299.75 $32.7K - $37.8K
1.1K $309K
MET
Metlife Inc

Financial Services
199
+ 6.71%
$67.96 - $82.48 $13.5K - $16.4K
3.17K $261K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
49
+ 14.24%
$1024.09 - $1201.76 $50.2K - $58.9K
393 $410K
LNG
Cheniere Energy, Inc.

Energy
188
+ 10.8%
$172.24 - $186.09 $32.4K - $35K
1.93K $346K
HIG
Hartford Financial Services Group, Inc.

Financial Services
107
+ 4.86%
$98.71 - $117.61 $10.6K - $12.6K
2.31K $270K
FCX
Freeport Mcmoran Inc

Basic Materials
515
+ 9.39%
$39.52 - $51.92 $20.4K - $26.7K
6K $308K
SPG
Simon Property Group Inc

Real Estate
80
+ 5.09%
$146.09 - $170.11 $11.7K - $13.6K
1.65K $277K
CASY
Caseys General Stores Inc

Consumer Cyclical
130
+ 13.66%
$354.52 - $391.16 $46.1K - $50.9K
1.08K $404K
BA
Boeing CO

Industrials
545
+ 29.41%
$152.04 - $190.6 $82.9K - $104K
2.4K $375K
Activity Summary
Buys All Purchases 284 New Holdings 47 Increased Positions 237 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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