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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Quarterly reported holdings in Morningstar by Cadent Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $258k | 1.1k | 232.01 |
| 2025-06-30 | $467k | 1.5k | 313.93 |
| 2025-03-31 | $447k | 1.5k | 299.87 |
| 2024-12-31 | $470k | 1.4k | 336.76 |
| 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 |