Marks Group Wealth Management, Inc Morningstar, Inc. Transaction History
Marks Group Wealth Management, Inc
- $1.03 Billion
- Q3 2025
A detailed history of Marks Group Wealth Management, Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 22,767 shares of MORN stock, worth $4.83 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
22,767
Previous 25,978
12.36%
Holding current value
$4.83 Million
Previous $8.16 Million
35.23%
% of portfolio
0.51%
Previous 0.8%
Shares
24 transactions
Others Institutions Holding MORN
# of Institutions
494Shares 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...