Wilbanks Smith & Thomas Asset Management LLC Morningstar, Inc. Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
410Shares Held
26.1MCall Options Held
8.6KPut Options Held
12.2K-
Vanguard Group Inc Valley Forge, PA2.74MShares$872 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$808 Million0.02% of portfolio
-
Select Equity Group, L.P. New York, NY2.43MShares$776 Million2.96% of portfolio
-
Morgan Stanley New York, NY2.02MShares$644 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$486 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 $13.5B
- 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...