United Capital Financial Advisers, LLC Morningstar, Inc. Transaction History
United Capital Financial Advisers, LLC
- $11.5 Billion
- Q1 2025
A detailed history of United Capital Financial Advisers, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 25,396 shares of MORN stock, worth $7.83 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
25,396
Previous 12,919
96.58%
Holding current value
$7.83 Million
Previous $4.35 Million
75.06%
% of portfolio
0.07%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
496Shares Held
25.7MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.66MShares$821 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$782 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$648 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$401 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$362 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 $13.1B
- 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...