Kovitz Investment Group Partners, LLC Morningstar, Inc. Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 654 shares of MORN stock, worth $210,967. This represents 0.0% of its overall portfolio holdings.
Number of Shares
654
Previous 654
-0.0%
Holding current value
$210,967
Previous $220,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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$904 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$818 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$664 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$443 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$421 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...