Sw Investment Management LLC Morningstar, Inc. Transaction History
Sw Investment Management LLC
- $426 Million
- Q4 2024
A detailed history of Sw Investment Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Sw Investment Management LLC holds 20,000 shares of MORN stock, worth $6.45 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
20,000Holding current value
$6.45 Million% of portfolio
1.58%Shares
1 transactions
Others Institutions Holding MORN
# of Institutions
472Shares Held
26.2MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$904 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$818 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$664 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$443 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$421 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 $13.7B
- 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...