Ever Source Wealth Advisors, LLC Morningstar, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 435 shares of MORN stock, worth $92,198. This represents 0.0% of its overall portfolio holdings.
Number of Shares
435
Previous 561
22.46%
Holding current value
$92,198
Previous $176,000
43.18%
% of portfolio
0.0%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding MORN
# of Institutions
497Shares 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...