Coldstream Capital Management Inc Morningstar, Inc. Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q1 2025
A detailed history of Coldstream Capital Management Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Coldstream Capital Management Inc holds 375 shares of MORN stock, worth $114,997. This represents 0.0% of its overall portfolio holdings.
Number of Shares
375Holding current value
$114,997% of portfolio
0.0%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$816 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$778 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$644 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$399 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$360 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 $13B
- 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...