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Morningstar shares owned by Cadent Capital Advisors

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Cadent Capital Advisors from 13F filings

Historical chart of Cadent Capital Advisors investment in Morningstar

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All positions including Morningstar held by Cadent Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Cadent Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $446k 1.4k 319.12
2024-06-30 $413k 1.4k 295.85
2024-03-31 $380k 1.2k 308.37
2023-12-31 $353k 1.2k 286.24
2023-09-30 $289k 1.2k 234.24
2023-06-30 $241k 1.2k 196.07
2023-03-31 $250k 1.2k 203.03
2022-12-31 $217k 1.0k 216.59
2022-09-30 $213k 1.0k 212.36
2022-06-30 $243k 1.0k 242.27
2022-03-31 $274k 1.0k 273.18
2021-12-31 $343k 1.0k 341.97
2021-09-30 $270k 1.0k 259.37
2021-06-30 $268k 1.0k 257.44
2021-03-31 $234k 1.0k 224.78
2020-12-31 $250k 1.1k 231.48