Genesis Private Wealth, LLC Morningstar, Inc. Transaction History
Genesis Private Wealth, LLC
- $189 Billion
- Q1 2025
A detailed history of Genesis Private Wealth, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 788 shares of MORN stock, worth $232,578. This represents 0.13% of its overall portfolio holdings.
Number of Shares
788
Previous 770
2.34%
Holding current value
$232,578
Previous $259 Million
8.87%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
478Shares 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...