Steward Partners Investment Advisory, LLC Morningstar, Inc. Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 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 $59,356. This represents 0.0% of its overall portfolio holdings.
Number of Shares
166
Previous 166
-0.0%
Holding current value
$59,356
Previous $49,000
6.12%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding MORN
# of Institutions
430Shares Held
25.8MCall Options Held
16.7KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA2.75MShares$984 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$907 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$743 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$629 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$557 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 $15.2B
- 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...