Joel Greenblatt Morningstar, Inc. Transaction History
Gotham Asset Management, LLC
- $11.5 Billion
- Q1 2025
A detailed history of Joel Greenblatt (Gotham Asset Management, LLC) transactions in Morningstar, Inc. stock. As of the latest transaction made, Gotham Asset Management, LLC holds 4,104 shares of MORN stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,104
Previous 2,595
58.15%
Holding current value
$1.06 Million
Previous $873,000
40.89%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding MORN
# of Institutions
503Shares Held
25.4MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.66MShares$689 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$657 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$544 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$336 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$304 Million1.76% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $11B
- 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...