Great Valley Advisor Group, Inc. Morningstar, Inc. Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
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 1,524 shares of MORN stock, worth $518,647. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,524
Previous 754
102.12%
Holding current value
$518,647
Previous $223,000
117.94%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding MORN
# of Institutions
429Shares Held
25.7MCall Options Held
16.7KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA2.75MShares$937 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$863 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$707 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$599 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$530 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 $14.4B
- 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...