Joel Greenblatt Morningstar, Inc. Transaction History
Gotham Asset Management, LLC
- $10.2 Billion
- Q4 2024
A detailed history of Joel Greenblatt (Gotham Asset Management, LLC) transactions in Morningstar, Inc. stock. As of the latest transaction made, Gotham Asset Management, LLC holds 2,595 shares of MORN stock, worth $783,715. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,595
Previous 6,592
60.63%
Holding current value
$783,715
Previous $2.1 Million
58.49%
% of portfolio
0.01%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding MORN
# of Institutions
471Shares Held
25.1MCall Options Held
14KPut Options Held
2.9K-
Vanguard Group Inc Valley Forge, PA2.8MShares$847 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$766 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$621 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$415 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$394 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 $12.8B
- 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...