Level Four Advisory Services, LLC Morningstar, Inc. Transaction History
Level Four Advisory Services, LLC
- $2.29 Billion
- Q4 2024
A detailed history of Level Four Advisory Services, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 3,705 shares of MORN stock, worth $1.13 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,705
Previous 3,117
18.86%
Holding current value
$1.13 Million
Previous $994,000
25.45%
% of portfolio
0.05%
Previous 0.04%
Shares
3 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$856 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$774 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$628 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$420 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$398 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 $13B
- 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...