Morningstar Stock News

(PR-inside.com) Expansion into Private Markets, Philanthropy and Planning follows recent oversubscribed Series C that valued the firm at $448mm and included Hamilton Lane, a leading private markets investment manager alongside additional investments from series B investors, JP Morgan, Morningstar and Broadridge BOULDER, CO and NEW YORK, NY / ACCESSWIRE / December 1, 2021 / TIFIN, a fintech platform using AI for wealth and asset management, announced the expansion of capabilities within its WealthTech division across private markets, philanthropy and planning. The firm announced an investment in and an agreement to acquire Qualis Capital subject to regulatory approvals. It also announced the launch ..

The global Solar Energy Charge Controller market size is expected to grow at a CAGR of 3.3% over the 2021-2027. The market study for solar charge controllers has been categorised by type, end-use industry, and geography. Residential and non-residential solar

Build a portfolio that is sensible to you as an investor, and to stick to the portfolio that you have created in the long run, says Kunal Kapoor, CEO, Morningstar

Mint Asset Management has hired a new senior analyst from another Auckland-based boutique firm to bolster its trans-Tasman equity team. Michael Kenealy will join Mint in January following a more than seven-year stint at Salt Funds Management where he was senior investment analyst and assistant portfolio manager for the firms Long Short Fund. Previously, Kenealy [Read More...]

Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph D. Mansueto sold 7,437 shares of Morningstar stock in a transaction dated Wednesday, November 24th. The stock was sold at an average price of $318.22, for a total value of $2,366,602.14. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this []

New DIAx Reference Prices and Indices provide transparent and regulatory compliant performance measures for individual digital assets and baskets of digital assets, calculated by Morningstar Indexes, part of Morningstar, Inc. New DIAx Reference Prices and Indices provide transparent and regulatory compliant performance measures for individual digital assets and baskets of digital assets, calculated by Morningstar Indexes, part of Morningstar, Inc.

Welch & Forbes LLC lowered its stake in Morningstar, Inc. (NASDAQ:MORN) by 29.0% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,410 shares of the business services providers stock after selling 576 shares during the quarter. Welch & Forbes LLCs holdings in Morningstar were worth $366,000 at the end of the most recent reporting []

Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph D. Mansueto sold 7,778 shares of the companys stock in a transaction dated Friday, November 19th. The shares were sold at an average price of $325.02, for a total value of $2,528,005.56. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at []

Inspires biblically responsible ETF receives 5-Star Morningstar rating Submitted 24/11/2021 - 9:22am The Inspire 100 ETF from biblically responsible ESG investing firm, Inspire Investing, has recently celebrated its fourth anniversary and received a 5-Star Morningstar Rating on three-year returns as of September 30, 2021. The firm writes that as a US large cap index fund, it is worthy of mention that BIBL landed in the top 18 percentile rank out of 1,257 other funds in Morningstars Large Blend category without exposure to the high-flying FAANG stocks, referring to the mega-cap technology giants Facebook (now called Meta), Apple, Amazon, Netflix and Google, as none of the FAANG pass Inspires biblically responsible investing standards. We are truly humbled with the 5-Star rating received by our flagship fund, says Robert Netzly, CEO of Inspire. Every recognition like this continues to reinforce our belief that our Inspire Impact Score approach to biblically responsible ESG investing can deliver exceptional investment outcomes for faith-based investors. BIBL has grown rapidly along with Inspires other biblically responsible ETFs, pushing total assets under management over USD1.8 billion.

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(PR-inside.com) Biblically responsible Inspire 100 ETF [NYSE: BIBL] celebrates landing the prestigious five-star rating from Morningstar. BOISE, ID / ACCESSWIRE / November 23, 2021 / The Inspire 100 ETF [NYSE: BIBL] from biblically responsible ESG investing firm, Inspire Investing, recently celebrated its fourth anniversary with extra fashion, having received a 5-Star Morningstar Rating on 3-year returns as of September 30, 2021. As a US large cap index fund, it is worthy of mention that BIBL landed in the top 18 percentile rank out of 1,257 other funds in Morningstar''s Large Blend category without exposure to the high-flying "FAANG stocks," referring to the ..

Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph D. Mansueto sold 1,776 shares of the firms stock in a transaction dated Monday, November 22nd. The stock was sold at an average price of $323.58, for a total value of $574,678.08. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through []

Parametric Portfolio Associates LLC decreased its stake in shares of Morningstar, Inc. (NASDAQ:MORN) by 2.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 117,525 shares of the business services providers stock after selling 2,648 shares during the quarter. Parametric Portfolio []

Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph D. Mansueto sold 5,258 shares of the firms stock in a transaction dated Wednesday, November 17th. The stock was sold at an average price of $320.94, for a total value of $1,687,502.52. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC []

The Consilium-owned Synergy has pushed above $800 million in a year that has seen stellar growth and the addition of five new Morningstar model portfolios to the discretionary investment management service (DIMS). Scott Alman, Consilium head, said Synergy funds under management had increased by about 50 per cent year-on-year on the back of buoyant markets, [Read More...]