Yhb Investment Advisors, Inc. Morningstar, Inc. Transaction History
Yhb Investment Advisors, Inc.
- $1.26 Billion
- Q2 2025
A detailed history of Yhb Investment Advisors, Inc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 12,179 shares of MORN stock, worth $3.65 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
12,179
Previous 12,884
5.47%
Holding current value
$3.65 Million
Previous $3.86 Million
1.04%
% of portfolio
0.3%
Previous 0.33%
Shares
33 transactions
Others Institutions Holding MORN
# of Institutions
494Shares Held
25.7MCall Options Held
12.4KPut Options Held
3.7K-
Vanguard Group Inc Valley Forge, PA2.66MShares$798 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$761 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.1MShares$630 Million0.05% of portfolio
-
Bamco Inc New York, NY1.3MShares$390 Million1.18% of portfolio
-
Select Equity Group, L.P. New York, NY1.17MShares$352 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 $12.7B
- 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...