United Capital Financial Advisers, LLC Morningstar, Inc. Transaction History
United Capital Financial Advisers, LLC
- $11.7 Billion
- Q4 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 12,919 shares of MORN stock, worth $4.02 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,919Holding current value
$4.02 Million% of portfolio
0.04%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$872 Million0.02% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$789 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.06MShares$640 Million0.05% of portfolio
-
Select Equity Group, L.P. New York, NY1.37MShares$428 Million2.1% of portfolio
-
Bamco Inc New York, NY1.31MShares$406 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 $13.2B
- 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...