Brown Miller Wealth Management, LLC Morningstar, Inc. Transaction History
Brown Miller Wealth Management, LLC
- $280 Million
- Q1 2025
A detailed history of Brown Miller Wealth Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 669 shares of MORN stock, worth $203,456. This represents 0.07% of its overall portfolio holdings.
Number of Shares
669Holding current value
$203,456% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding MORN
# of Institutions
495Shares Held
25.7MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.66MShares$809 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$771 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$639 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$395 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$357 Million1.76% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $12.9B
- 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...