Institute For Wealth Management, Llc. Morningstar, Inc. Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,267 shares of MORN stock, worth $271,822. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,267
Previous 1,171
8.2%
Holding current value
$271,822
Previous $367,000
20.16%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
495Shares Held
26.1MCall Options Held
10.9KPut Options Held
3.1K-
Vanguard Group Inc Valley Forge, PA2.61MShares$560 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$544 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.07MShares$445 Million0.04% of portfolio
-
Bamco Inc New York, NY1.3MShares$278 Million1.15% of portfolio
-
Select Equity Group, L.P. New York, NY1.11MShares$239 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 $9.11B
- 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...