Morningstar shares owned by Atria Investments
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Morningstar
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Quarterly reported holdings in Morningstar by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.5M | 8.7k | 286.25 |
| 2023-09-30 | $2.7M | 12k | 234.24 |
| 2023-06-30 | $2.2M | 11k | 196.08 |
| 2023-03-31 | $1.7M | 8.5k | 203.03 |
| 2022-12-31 | $1.7M | 7.6k | 216.60 |
| 2022-09-30 | $1.7M | 8.0k | 212.27 |
| 2022-06-30 | $2.4M | 9.8k | 241.86 |
| 2022-03-31 | $3.2M | 12k | 273.19 |
| 2021-12-31 | $3.3M | 9.6k | 342.01 |
| 2021-09-30 | $3.0M | 12k | 259.01 |
| 2021-06-30 | $3.9M | 15k | 257.09 |
| 2021-03-31 | $3.2M | 14k | 225.04 |
| 2020-12-31 | $3.1M | 13k | 231.55 |
| 2020-09-30 | $2.1M | 13k | 160.61 |
| 2020-06-30 | $1.8M | 13k | 140.96 |
| 2019-12-31 | $1.8M | 12k | 151.27 |
| 2019-09-30 | $1.7M | 12k | 146.10 |
| 2019-06-30 | $1.6M | 10k | 154.22 |
| 2019-03-31 | $1.1M | 8.4k | 125.95 |
| 2018-12-31 | $598k | 5.4k | 109.79 |
| 2018-09-30 | $559k | 4.4k | 125.79 |
| 2018-06-30 | $376k | 2.9k | 128.42 |
| 2018-03-31 | $251k | 2.6k | 95.62 |
| 2017-12-31 | $203k | 2.1k | 97.08 |
| 2015-09-30 | $340 | 27 | 12.63 |