Covestor LTD Morningstar, Inc. Transaction History
Covestor LTD
- $160 Million
- Q4 2024
A detailed history of Covestor LTD transactions in Morningstar, Inc. stock. As of the latest transaction made, Covestor LTD holds 416 shares of MORN stock, worth $133,943. This represents 0.09% of its overall portfolio holdings.
Number of Shares
416
Previous 363
14.6%
Holding current value
$133,943
Previous $116,000
20.69%
% of portfolio
0.09%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding MORN
# of Institutions
472Shares Held
26.2MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$903 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$817 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$662 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$443 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$420 Million1.17% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $13.7B
- 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...