Congress Wealth Management LLC Morningstar, Inc. Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,237 shares of MORN stock, worth $3.14 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,237
Previous 8,900
3.79%
Holding current value
$3.14 Million
Previous $2.63 Million
11.93%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding MORN
# of Institutions
429Shares Held
25.7MCall Options Held
16.7KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA2.75MShares$937 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$863 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$707 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$599 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$530 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 $14.4B
- 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...