Congress Wealth Management LLC Morningstar, Inc. Put Options Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding MORN
# of Institutions
417Shares Held
26MCall Options Held
8.6KPut Options Held
12.2K-
Vanguard Group Inc Valley Forge, PA2.75MShares$951 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$876 Million0.02% of portfolio
-
Select Equity Group, L.P. New York, NY2.43MShares$841 Million2.96% of portfolio
-
Morgan Stanley New York, NY2.08MShares$717 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$538 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 $14.7B
- 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...