Bcgm Wealth Management, LLC Morningstar, Inc. Transaction History
Bcgm Wealth Management, LLC
- $272 Million
- Q2 2024
A detailed history of Bcgm Wealth Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 4,460 shares of MORN stock, worth $1.47 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
4,460
Previous 4,500
0.89%
Holding current value
$1.47 Million
Previous $1.39 Million
4.9%
% of portfolio
0.49%
Previous 0.52%
Shares
15 transactions
Others Institutions Holding MORN
# of Institutions
412Shares Held
26.2MCall Options Held
8.6KPut Options Held
12.2K-
Vanguard Group Inc Valley Forge, PA2.74MShares$904 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$838 Million0.02% of portfolio
-
Select Equity Group, L.P. New York, NY2.43MShares$804 Million2.96% of portfolio
-
Morgan Stanley New York, NY2.02MShares$667 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$504 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...