Motley Fool Wealth Management, LLC Morningstar, Inc. Transaction History
Motley Fool Wealth Management, LLC
- $1.58 Billion
- Q1 2025
A detailed history of Motley Fool Wealth Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Motley Fool Wealth Management, LLC holds 21,783 shares of MORN stock, worth $6.74 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
21,783
Previous 23,731
8.21%
Holding current value
$6.74 Million
Previous $7.99 Million
18.26%
% of portfolio
0.41%
Previous 0.44%
Shares
8 transactions
Others Institutions Holding MORN
# of Institutions
495Shares Held
25.7MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.66MShares$823 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$785 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$650 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$402 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$363 Million1.76% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $13.1B
- 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...