Clari Vest Asset Management LLC Morningstar, Inc. Transaction History
Clari Vest Asset Management LLC
- $1 Billion
- Q3 2024
A detailed history of Clari Vest Asset Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Clari Vest Asset Management LLC holds 6,134 shares of MORN stock, worth $2.01 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,134
Previous 6,134
-0.0%
Holding current value
$2.01 Million
Previous $1.81 Million
7.88%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding MORN
# of Institutions
435Shares Held
25.7MCall Options Held
16.7KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA2.75MShares$900 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$830 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$679 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$576 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$509 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 $13.9B
- 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...