Kestra Private Wealth Services, LLC Morningstar, Inc. Transaction History
Kestra Private Wealth Services, LLC
- $5.3 Billion
- Q3 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 1,143 shares of MORN stock, worth $389,500. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,143
Previous 1,069
6.92%
Holding current value
$389,500
Previous $316,000
15.19%
% of portfolio
0.01%
Previous 0.01%
Shares
4 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$938 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$864 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$708 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$600 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 $14.5B
- 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...