Smith Group Asset Management, LLC Morningstar, Inc. Transaction History
Smith Group Asset Management, LLC
- $1.36 Trillion
- Q4 2024
A detailed history of Smith Group Asset Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Smith Group Asset Management, LLC holds 1,390 shares of MORN stock, worth $458,394. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,390Holding current value
$458,394% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding MORN
# of Institutions
434Shares Held
25.7MCall Options Held
16.7KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA2.75MShares$908 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$837 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.08MShares$685 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.76MShares$580 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$513 Million0.04% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $14B
- 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...