Td Private Client Wealth LLC Morningstar, Inc. Transaction History
Td Private Client Wealth LLC
- $3.63 Trillion
- Q1 2025
A detailed history of Td Private Client Wealth LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Td Private Client Wealth LLC holds 14 shares of MORN stock, worth $4,293. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14
Previous 8
75.0%
Holding current value
$4,293
Previous $2.69 Million
55.83%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding MORN
# of Institutions
495Shares Held
25.7MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.66MShares$816 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$778 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$644 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$399 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$360 Million1.76% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $13B
- 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...