Spectrum Asset Management, Inc. Morningstar, Inc. Transaction History
Spectrum Asset Management, Inc.
- $228 Million
- Q2 2025
A detailed history of Spectrum Asset Management, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Spectrum Asset Management, Inc. holds 1,812 shares of MORN stock, worth $409,729. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,812
Previous 1,810
0.11%
Holding current value
$409,729
Previous $542,000
4.8%
% of portfolio
0.25%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding MORN
# of Institutions
510Shares Held
26.6MCall 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...