Smith Group Asset Management, LLC Morningstar, Inc. Transaction History
Smith Group Asset Management, LLC
- $1.53 Trillion
- Q2 2025
A detailed history of Smith Group Asset Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Smith Group Asset Management, LLC holds 1,450 shares of MORN stock, worth $370,199. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,450
Previous 1,450
-0.0%
Holding current value
$370,199
Previous $435 Million
4.69%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
502Shares Held
25.4MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.63MShares$672 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$648 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$536 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$332 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$299 Million1.76% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $10.8B
- 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...