Steward Partners Investment Advisory, LLC Morningstar, Inc. Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 192 shares of MORN stock, worth $62,403. This represents 0.0% of its overall portfolio holdings.
Number of Shares
192
Previous 166
15.66%
Holding current value
$62,403
Previous $52,000
23.08%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding MORN
# of Institutions
473Shares Held
26.2MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$911 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$824 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$669 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$447 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$424 Million1.17% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $13.8B
- 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...