Covey Capital Advisors, LLC Morningstar, Inc. Transaction History
Covey Capital Advisors, LLC
- $85.4 Million
- Q2 2024
A detailed history of Covey Capital Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Covey Capital Advisors, LLC holds 3,057 shares of MORN stock, worth $949,045. This represents 1.06% of its overall portfolio holdings.
Number of Shares
3,057
Previous 3,127
2.24%
Holding current value
$949,045
Previous $964,000
6.22%
% of portfolio
1.06%
Previous 1.17%
Shares
8 transactions
Others Institutions Holding MORN
# of Institutions
411Shares Held
26.1MCall Options Held
8.6KPut Options Held
12.2K-
Vanguard Group Inc Valley Forge, PA2.74MShares$850 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$788 Million0.02% of portfolio
-
Select Equity Group, L.P. New York, NY2.43MShares$756 Million2.96% of portfolio
-
Morgan Stanley New York, NY2.02MShares$627 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$474 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 $13.2B
- 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...