Hb Wealth Management, LLC Morningstar, Inc. Transaction History
Hb Wealth Management, LLC
- $14.5 Billion
- Q3 2025
A detailed history of Hb Wealth Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 2,861 shares of MORN stock, worth $607,390. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,861
Previous 2,670
7.15%
Holding current value
$607,390
Previous $838,000
20.88%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding MORN
# of Institutions
493Shares Held
26.1MCall Options Held
10.9KPut Options Held
3.1K-
Vanguard Group Inc Valley Forge, PA2.63MShares$559 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$539 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.07MShares$440 Million0.04% of portfolio
-
Bamco Inc New York, NY1.3MShares$275 Million1.15% of portfolio
-
Select Equity Group, L.P. New York, NY1.11MShares$236 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 $9.01B
- 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...