Barlow Wealth Partners, Inc. Morningstar, Inc. Transaction History
Barlow Wealth Partners, Inc.
- $790 Billion
- Q4 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 35,962 shares of MORN stock, worth $10.2 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
35,962
Previous 34,144
5.32%
Holding current value
$10.2 Million
Previous $10.7 Billion
10.11%
% of portfolio
1.49%
Previous 1.4%
Shares
5 transactions
Others Institutions Holding MORN
# of Institutions
475Shares Held
25.3MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$793 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$718 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$582 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$389 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$369 Million1.17% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $12B
- 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...