Great Valley Advisor Group, Inc. Morningstar, Inc. Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 1,431 shares of MORN stock, worth $322,075. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,431
Previous 1,559
8.21%
Holding current value
$322,075
Previous $467,000
3.85%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding MORN
# of Institutions
505Shares Held
26.4MCall Options Held
10.9KPut Options Held
3.1K-
Vanguard Group Inc Valley Forge, PA2.63MShares$593 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$571 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.07MShares$467 Million0.04% of portfolio
-
Bamco Inc New York, NY1.3MShares$292 Million1.15% of portfolio
-
Select Equity Group, L.P. New York, NY1.11MShares$251 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 $9.55B
- 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...