Steward Partners Investment Advisory, LLC Morningstar, Inc. Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 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 166 shares of MORN stock, worth $52,509. This represents 0.0% of its overall portfolio holdings.
Number of Shares
166
Previous 176
5.68%
Holding current value
$52,509
Previous $54,000
9.26%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding MORN
# of Institutions
411Shares Held
26.1MCall Options Held
8.6KPut Options Held
12.2K-
Vanguard Group Inc Valley Forge, PA2.74MShares$866 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$802 Million0.02% of portfolio
-
Select Equity Group, L.P. New York, NY2.43MShares$770 Million2.96% of portfolio
-
Morgan Stanley New York, NY2.02MShares$639 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$483 Million0.04% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $13.4B
- 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...