Oppenheimer Asset Management Inc. Morningstar, Inc. Transaction History
Oppenheimer Asset Management Inc.
- $7.78 Billion
- Q1 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 14,061 shares of MORN stock, worth $3.91 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,061
Previous 13,323
5.54%
Holding current value
$3.91 Million
Previous $4.49 Million
6.02%
% of portfolio
0.05%
Previous 0.06%
Shares
30 transactions
Others Institutions Holding MORN
# of Institutions
499Shares Held
25.6MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.66MShares$740 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$705 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$584 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$361 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$326 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 $11.8B
- 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...