Vanguard Personalized Indexing Management, LLC Morningstar, Inc. Transaction History
Vanguard Personalized Indexing Management, LLC
- $6.09 Billion
- Q3 2024
A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 3,282 shares of MORN stock, worth $1.08 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,282
Previous 3,003
9.29%
Holding current value
$1.08 Million
Previous $888,000
17.91%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding MORN
# of Institutions
436Shares Held
25.7MCall Options Held
16.7KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA2.75MShares$905 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$834 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$683 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$578 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$512 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 $14B
- 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...