Neuberger Berman Group LLC Morningstar, Inc. Transaction History

Neuberger Berman Group LLC

$121 Billion
Q4 2024

A detailed history of Neuberger Berman Group LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Neuberger Berman Group LLC holds 15,079 shares of MORN stock, worth $4.9 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,079

Previous 14,816 1.78%

Holding current value

$4.9 Million

Previous $4.73 Million 7.4%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$312.56 - $358.78 $82,203 - $94,359	263 Added 1.78%	15,079 $5.08 Million
Q3 2024 Nov 14, 2024	SELL	$295.85 - $326.31 $117,156 - $129,218	-396 Reduced 2.6%	14,816 $4.73 Million
Q2 2024 Nov 14, 2024	SELL	$282.65 - $315.06 $78,011 - $86,956	-276 Reduced 1.78%	15,212 $4.5 Million
Q2 2024 Aug 13, 2024	SELL	$282.65 - $315.06 $78,011 - $86,956	-276 Reduced 1.78%	15,212 $4.5 Million
Q1 2024 Nov 14, 2024	BUY	$272.04 - $310.74 $743,757 - $849,563	2,734 Added 21.44%	15,488 $4.78 Million
Q1 2024 May 13, 2024	BUY	$272.04 - $310.74 $4.21 Million - $4.81 Million	15,488 New	15,488 $4.78 Million
Q4 2023 Nov 14, 2024	SELL	$220.07 - $288.88 $540,932 - $710,067	-2,458 Reduced 16.16%	12,754 $3.65 Million
Q4 2023 Feb 09, 2024	BUY	$220.07 - $288.88 $36,971 - $48,531	168 Added 1.33%	12,754 $3.65 Million
Q3 2023 Nov 14, 2023	BUY	$194.0 - $255.43 $60,916 - $80,205	314 Added 2.56%	12,586 $2.95 Million
Q2 2023 Aug 11, 2023	BUY	$172.03 - $209.11 $659,563 - $801,727	3,834 Added 45.44%	12,272 $2.41 Million
Q1 2023 May 12, 2023	BUY	$181.22 - $256.64 $39,324 - $55,690	217 Added 2.64%	8,438 $1.71 Million
Q4 2022 Feb 13, 2023	SELL	$209.09 - $249.98 $136,117 - $162,736	-651 Reduced 7.34%	8,221 $1.78 Million
Q3 2022 Nov 15, 2022	SELL	$209.97 - $260.0 $138,370 - $171,340	-659 Reduced 6.91%	8,872 $1.88 Million
Q2 2022 Aug 15, 2022	SELL	$223.6 - $291.12 $216,892 - $282,386	-970 Reduced 9.24%	9,531 $2.3 Million
Q1 2022 May 13, 2022	BUY	$255.56 - $336.03 $16,100 - $21,169	63 Added 0.6%	10,501 $2.86 Million
Q4 2021 Feb 11, 2022	BUY	$255.01 - $346.61 $300,146 - $407,959	1,177 Added 12.71%	10,438 $3.56 Million
Q3 2021 Nov 12, 2021	BUY	$244.27 - $281.46 $370,557 - $426,974	1,517 Added 19.59%	9,261 $2.39 Million
Q2 2021 Aug 13, 2021	BUY	$231.0 - $265.21 $65,142 - $74,789	282 Added 3.78%	7,744 $1.98 Million
Q1 2021 May 13, 2021	SELL	$216.45 - $252.61 $285,714 - $333,445	-1,320 Reduced 15.03%	7,462 $1.67 Million
Q4 2020 Feb 10, 2021	SELL	$163.19 - $231.57 $154,540 - $219,296	-947 Reduced 9.73%	8,782 $2.02 Million
Q3 2020 Nov 12, 2020	BUY	$146.02 - $169.56 $9,053 - $10,512	62 Added 0.64%	9,729 $1.56 Million
Q2 2020 Aug 13, 2020	BUY	$110.6 - $155.96 $50,876 - $71,741	460 Added 5.0%	9,667 $1.36 Million
Q1 2020 May 14, 2020	SELL	$107.02 - $165.72 $23,544 - $36,458	-220 Reduced 2.33%	9,207 $1.07 Million
Q4 2019 Feb 12, 2020	BUY	$143.18 - $162.37 $16,179 - $18,347	113 Added 1.21%	9,427 $1.43 Million
Q3 2019 Nov 13, 2019	SELL	$144.99 - $161.58 $50,456 - $56,229	-348 Reduced 3.6%	9,314 $1.36 Million
Q2 2019 Aug 13, 2019	SELL	$127.44 - $148.32 $73,405 - $85,432	-576 Reduced 5.63%	9,662 $1.4 Million
Q1 2019 May 13, 2019	SELL	$107.77 - $127.22 $132,557 - $156,480	-1,230 Reduced 10.73%	10,238 $1.29 Million
Q4 2018 Feb 12, 2019	SELL	$105.5 - $130.7 $15,719 - $19,474	-149 Reduced 1.28%	11,468 $1.26 Million
Q3 2018 Nov 13, 2018	SELL	$125.9 - $142.32 $29,334 - $33,160	-233 Reduced 1.97%	11,617 $1.46 Million
Q2 2018 Aug 13, 2018	SELL	$94.75 - $134.08 $26,435 - $37,408	-279 Reduced 2.3%	11,850 $1.52 Million
Q1 2018 May 08, 2018	SELL	$90.49 - $101.12 $72,301 - $80,794	-799 Reduced 6.18%	12,129 $1.16 Million
Q4 2017 Feb 14, 2018	SELL	$82.75 - $97.54 $35,913 - $42,332	-434 Reduced 3.25%	12,928 $1.25 Million
Q3 2017 Nov 15, 2017	BUY	$79.78 - $85.07 $1.07 Million - $1.14 Million	13,362	13,362 $1.14 Million

Others Institutions Holding MORN

# of Institutions

469

Shares Held

26.8M

Call Options Held

13.6K

Put Options Held

2.7K

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 $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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Neuberger Berman Group LLC Morningstar, Inc. Transaction History