Barlow Wealth Partners, Inc. Morningstar, Inc. Transaction History
Barlow Wealth Partners, Inc.
- $765 Billion
- Q3 2024
A detailed history of Barlow Wealth Partners, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Barlow Wealth Partners, Inc. holds 34,144 shares of MORN stock, worth $11.3 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
34,144
Previous 33,503
1.91%
Holding current value
$11.3 Million
Previous $10.2 Billion
4.54%
% of portfolio
1.4%
Previous 1.41%
Shares
4 transactions
Others Institutions Holding MORN
# of Institutions
413Shares Held
26.1MCall Options Held
8.6KPut Options Held
12.2K-
Vanguard Group Inc Valley Forge, PA2.74MShares$906 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$839 Million0.02% of portfolio
-
Select Equity Group, L.P. New York, NY2.43MShares$805 Million2.96% of portfolio
-
Morgan Stanley New York, NY2.02MShares$668 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$505 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 $14B
- 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...