Oppenheimer Asset Management Inc. Morningstar, Inc. Transaction History
Oppenheimer Asset Management Inc.
- $8.4 Billion
- Q2 2025
A detailed history of Oppenheimer Asset Management Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 13,238 shares of MORN stock, worth $2.89 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,238
Previous 14,061
5.85%
Holding current value
$2.89 Million
Previous $4.22 Million
1.45%
% of portfolio
0.05%
Previous 0.05%
Shares
31 transactions
Others Institutions Holding MORN
# of Institutions
496Shares Held
26.1MCall Options Held
10.9KPut Options Held
3.1K-
Vanguard Group Inc Valley Forge, PA2.63MShares$575 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$554 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.07MShares$453 Million0.04% of portfolio
-
Bamco Inc New York, NY1.3MShares$283 Million1.15% of portfolio
-
Select Equity Group, L.P. New York, NY1.11MShares$243 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 $9.27B
- 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...