Raymond James Financial Services Advisors »

Morningstar shares owned by Raymond James Financial Services Advisors

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Raymond James Financial Services Advisors from 13F filings

Historical chart of Raymond James Financial Services Advisors investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Raymond James Financial Services Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morningstar by Raymond James Financial Services Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $648k 2.1k 308.43
2023-12-31 $2.2M 7.6k 286.25
2020-09-30 $1.5M 9.6k 160.58

More positions owned by Raymond James Financial Services Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Vanguard Index Fds Value Etf (VTV)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Raymond James Financial Services Advisors

Top funds holding Morningstar

Select Equity
Vanguard Group
Bamco
Bank of America Corporation
Massachusetts Financial Services
T. Rowe Price Associates
Daniel D. Thurber
Wellington Management Company
Bank of New York Mellon
Norges Bank Investment Management
Dimensional Fund Advisors
Allspring Global Investments Holdings
Jpmorgan Chase & Co
Royce & Associates
Principal Financial Group

View all funds holding Morningstar