Petrus Trust Company, Lta Morningstar, Inc. Transaction History

Petrus Trust Company, Lta

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$255.31 - $313.93 $221,609 - $272,491	868 Added 56.29%	2,410 $756,000
Q1 2025 May 15, 2025	BUY	$282.49 - $334.73 $153,957 - $182,427	545 Added 54.66%	1,542 $462,000
Q4 2024 Feb 14, 2025	BUY	$312.56 - $358.78 $91,892 - $105,481	294 Added 41.82%	997 $335,000
Q3 2024 Nov 14, 2024	SELL	$295.85 - $326.31 $132,540 - $146,186	-448 Reduced 38.92%	703 $224,000
Q1 2024 May 15, 2024	BUY	$272.04 - $310.74 $313,118 - $357,661	1,151 New	1,151 $354,000

Q1 2023 May 15, 2023	BUY	$181.22 - $256.64 $208,946 - $295,905	1,153 New	1,153 $234,000

503

26M

61K

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $9B
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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