Index Fund Advisors, Inc. Morningstar, Inc. Transaction History
Index Fund Advisors, Inc.
- $1.98 Billion
- Q3 2025
A detailed history of Index Fund Advisors, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Index Fund Advisors, Inc. holds 2,061 shares of MORN stock, worth $437,550. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,061
Previous 3,913
47.33%
Holding current value
$437,550
Previous $1.23 Million
61.07%
% of portfolio
0.02%
Previous 0.07%
Shares
2 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...