Dogwood Wealth Management LLC Morningstar, Inc. Transaction History
Dogwood Wealth Management LLC
- $220 Billion
- Q3 2025
A detailed history of Dogwood Wealth Management LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 11 shares of MORN stock, worth $2,331. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11
Previous 36
69.44%
Holding current value
$2,331
Previous $10.9 Million
76.66%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
494Shares Held
26MCall Options Held
61KPut Options Held
8K-
Vanguard Group Inc Valley Forge, PA2.61MShares$553 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$538 Million0.02% of portfolio
-
Select Equity Group, L.P. New York, NY2.1MShares$446 Million2.4% of portfolio
-
Morgan Stanley New York, NY1.96MShares$415 Million0.03% of portfolio
-
Bamco Inc New York, NY1.41MShares$300 Million0.93% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $9B
- 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...