Motley Fool Asset Management LLC Morningstar, Inc. Transaction History
Motley Fool Asset Management LLC
- $2.1 Billion
- Q2 2025
A detailed history of Motley Fool Asset Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Motley Fool Asset Management LLC holds 11,753 shares of MORN stock, worth $2.66 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,753
Previous 15,310
23.23%
Holding current value
$2.66 Million
Previous $4.59 Million
19.65%
% of portfolio
0.18%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding MORN
# of Institutions
508Shares Held
26.4MCall Options Held
10.9KPut Options Held
3.1K-
Vanguard Group Inc Valley Forge, PA2.63MShares$596 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$574 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.07MShares$469 Million0.04% of portfolio
-
Bamco Inc New York, NY1.3MShares$293 Million1.15% of portfolio
-
Select Equity Group, L.P. New York, NY1.11MShares$252 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 $9.6B
- 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...