Ever Source Wealth Advisors, LLC Morningstar, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 561 shares of MORN stock, worth $118,208. This represents 0.01% of its overall portfolio holdings.
Number of Shares
561
Previous 22
2450.0%
Holding current value
$118,208
Previous $6,000
2833.33%
% of portfolio
0.01%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding MORN
# of Institutions
503Shares Held
26.4MCall Options Held
10.9KPut Options Held
3.1K-
Vanguard Group Inc Valley Forge, PA2.63MShares$555 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$535 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.07MShares$437 Million0.04% of portfolio
-
Bamco Inc New York, NY1.3MShares$273 Million1.15% of portfolio
-
Select Equity Group, L.P. New York, NY1.11MShares$235 Million1.72% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $8.94B
- 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...