Morningstar shares owned by Baker Tilly Financial
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Baker Tilly Financial
from 13F filings
Historical chart of Baker Tilly Financial investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Baker Tilly Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morningstar by Baker Tilly Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.2M | 4.0k | 308.37 |
2023-12-31 | $1.1M | 3.8k | 286.24 |
2023-09-30 | $774k | 3.3k | 234.24 |
2023-06-30 | $801k | 4.1k | 196.07 |
2023-03-31 | $636k | 3.1k | 203.03 |
2022-12-31 | $788k | 3.6k | 216.59 |
2022-09-30 | $816k | 3.8k | 212.33 |
2022-06-30 | $1.0M | 4.2k | 241.89 |
2022-03-31 | $1.2M | 4.3k | 273.09 |
2021-12-31 | $1.4M | 4.1k | 342.09 |
2021-09-30 | $1.1M | 4.2k | 259.08 |
2021-06-30 | $963k | 3.7k | 257.14 |
2021-03-31 | $770k | 3.4k | 225.15 |
2020-12-31 | $645k | 2.8k | 231.60 |