Barlow Wealth Partners, Inc. Morningstar, Inc. Transaction History
Barlow Wealth Partners, Inc.
- $735 Billion
- Q1 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 32,918 shares of MORN stock, worth $9.91 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
32,918
Previous 31,906
3.17%
Holding current value
$9.91 Million
Previous $9.13 Billion
10.24%
% of portfolio
1.37%
Previous 1.3%
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
400Shares Held
25.7MCall Options Held
15KPut Options Held
13.8K-
Select Equity Group, L.P. New York, NY2.59MShares$781 Million2.98% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.58MShares$777 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.45MShares$736 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.94MShares$583 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.7MShares$511 Million0.05% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $12.8B
- 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...