Institute For Wealth Management, Llc. Morningstar, Inc. Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Morningstar, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,267 shares of MORN stock, worth $268,540. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,267
Previous 1,171
8.2%
Holding current value
$268,540
Previous $367,000
20.16%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding MORN
# of Institutions
506Shares 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...