Morningstar shares owned by Commonwealth Equity Services
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Commonwealth Equity Services
from 13F filings
Historical chart of Commonwealth Equity Services investment in Morningstar
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Quarterly reported holdings in Morningstar by Commonwealth Equity Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 20k | 232.01 |
| 2025-06-30 | $649k | 2.1k | 313.83 |
| 2025-03-31 | $603k | 2.0k | 299.70 |
| 2024-12-31 | $613k | 1.8k | 336.63 |
| 2024-09-30 | $456k | 1.4k | 319.33 |
| 2024-06-30 | $429k | 1.4k | 296.07 |
| 2024-03-31 | $455k | 1.5k | 308.27 |
| 2023-12-31 | $448k | 1.6k | 286.45 |
| 2023-09-30 | $402k | 1.7k | 234.13 |
| 2023-06-30 | $547k | 2.8k | 195.99 |
| 2023-03-31 | $1.7M | 8.6k | 203.04 |
| 2022-12-31 | $1.7M | 7.7k | 216.54 |
| 2022-09-30 | $1.1M | 5.1k | 212.24 |
| 2022-06-30 | $420k | 1.7k | 241.52 |
| 2022-03-31 | $320k | 1.2k | 272.80 |
| 2021-12-31 | $370k | 1.1k | 341.96 |
| 2021-09-30 | $239k | 926 | 258.10 |
| 2021-06-30 | $250k | 976 | 256.15 |
| 2021-03-31 | $230k | 1.0k | 224.17 |
| 2020-12-31 | $235k | 1.0k | 231.53 |
| 2020-09-30 | $287k | 1.8k | 160.16 |
More positions owned by Commonwealth Equity Services
View all positions for Commonwealth Equity Services