Smith Group Asset Management, LLC Morningstar, Inc. Transaction History
Smith Group Asset Management, LLC
- $1.53 Trillion
- Q2 2025
A detailed history of Smith Group Asset Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Smith Group Asset Management, LLC holds 1,450 shares of MORN stock, worth $321,334. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,450
Previous 1,450
-0.0%
Holding current value
$321,334
Previous $435 Million
4.69%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
495Shares Held
26.3MCall Options Held
10.9KPut Options Held
3.1K-
Vanguard Group Inc Valley Forge, PA2.63MShares$584 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$562 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.07MShares$459 Million0.04% of portfolio
-
Bamco Inc New York, NY1.3MShares$287 Million1.15% of portfolio
-
Select Equity Group, L.P. New York, NY1.11MShares$247 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 $9.41B
- 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...