Trivant Custom Portfolio Group, LLC Morningstar, Inc. Transaction History
Trivant Custom Portfolio Group, LLC
- $173 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding MORN
# of Institutions
430Shares Held
25.7MCall Options Held
16.7KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA2.75MShares$869 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$801 Million0.02% of portfolio
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Morgan Stanley New York, NY2.08MShares$656 Million0.05% of portfolio
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Select Equity Group, L.P. New York, NY1.76MShares$556 Million2.25% of portfolio
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Bank Of America Corp Charlotte, NC1.56MShares$492 Million0.04% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $13.4B
- 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...