Kestra Private Wealth Services, LLC Morningstar, Inc. Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 1,178 shares of MORN stock, worth $335,058. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,178
Previous 1,143
3.06%
Holding current value
$335,058
Previous $364,000
8.79%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding MORN
# of Institutions
472Shares Held
26.2MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$797 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$722 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$585 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$391 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$371 Million1.17% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $12.1B
- 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...