Cibc Private Wealth Group, LLC Morningstar, Inc. Transaction History
Cibc Private Wealth Group, LLC
- $51.4 Billion
- Q2 2024
A detailed history of Cibc Private Wealth Group, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 5,885 shares of MORN stock, worth $1.84 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,885
Previous 5,179
13.63%
Holding current value
$1.84 Million
Previous $1.6 Million
9.02%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding MORN
# of Institutions
411Shares Held
26.1MCall Options Held
8.6KPut Options Held
12.2K-
Vanguard Group Inc Valley Forge, PA2.74MShares$854 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$791 Million0.02% of portfolio
-
Select Equity Group, L.P. New York, NY2.43MShares$759 Million2.96% of portfolio
-
Morgan Stanley New York, NY2.02MShares$630 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$476 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 $13.2B
- 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...