Smartleaf Asset Management LLC Morningstar, Inc. Transaction History
Smartleaf Asset Management LLC
- $1.13 Trillion
- Q2 2025
A detailed history of Smartleaf Asset Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 62 shares of MORN stock, worth $14,150. This represents 0.0% of its overall portfolio holdings.
Number of Shares
62
Previous 78
20.51%
Holding current value
$14,150
Previous $23.1 Million
15.98%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding MORN
# of Institutions
507Shares Held
26.4MCall Options Held
10.9KPut Options Held
3.1K-
Vanguard Group Inc Valley Forge, PA2.63MShares$601 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$579 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.07MShares$473 Million0.04% of portfolio
-
Bamco Inc New York, NY1.3MShares$296 Million1.15% of portfolio
-
Select Equity Group, L.P. New York, NY1.11MShares$254 Million1.72% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $9.69B
- 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...