Wallace Advisory Group, LLC Morningstar, Inc. Transaction History
Wallace Advisory Group, LLC
- $133 Billion
- Q1 2024
A detailed history of Wallace Advisory Group, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 1,196 shares of MORN stock, worth $365,354. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,196
Previous 1,114
7.36%
Holding current value
$365,354
Previous $261 Million
31.19%
% of portfolio
0.26%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding MORN
# of Institutions
405Shares Held
25.7MCall Options Held
15KPut Options Held
13.8K-
Select Equity Group, L.P. New York, NY2.59MShares$793 Million2.98% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.58MShares$788 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.45MShares$748 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.94MShares$592 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.7MShares$519 Million0.05% 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...