Congress Asset Management CO Morningstar, Inc. Transaction History
Congress Asset Management CO
- $12.9 Billion
- Q1 2025
A detailed history of Congress Asset Management CO transactions in Morningstar, Inc. stock. As of the latest transaction made, Congress Asset Management CO holds 56,216 shares of MORN stock, worth $16.6 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
56,216
Previous 49,043
14.63%
Holding current value
$16.6 Million
Previous $16.5 Million
2.07%
% of portfolio
0.13%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding MORN
# of Institutions
481Shares Held
25.1MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$827 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$749 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$607 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$406 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$385 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 $12.5B
- 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...