Morningstar shares owned by HighTower Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by HighTower Advisors
from 13F filings
Historical chart of HighTower Advisors investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by HighTower Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morningstar by HighTower Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 14k | 232.00 |
| 2025-06-30 | $4.8M | 15k | 313.93 |
| 2025-03-31 | $4.7M | 16k | 299.87 |
| 2024-12-31 | $5.4M | 16k | 336.75 |
| 2024-09-30 | $5.1M | 16k | 319.93 |
| 2024-06-30 | $4.8M | 16k | 296.06 |
| 2024-03-31 | $4.9M | 16k | 309.20 |
| 2023-12-31 | $2.6M | 9.2k | 285.51 |
| 2023-09-30 | $2.0M | 8.7k | 234.50 |
| 2023-06-30 | $1.6M | 8.3k | 197.28 |
| 2023-03-31 | $1.6M | 7.9k | 202.09 |
| 2022-12-31 | $1.8M | 8.2k | 216.53 |
| 2022-09-30 | $1.8M | 8.3k | 211.49 |
| 2022-06-30 | $2.1M | 8.6k | 242.16 |
| 2022-03-31 | $2.3M | 8.6k | 272.90 |
| 2021-12-31 | $2.7M | 7.8k | 342.04 |
| 2021-09-30 | $792k | 3.0k | 260.96 |
| 2021-06-30 | $1.6M | 6.1k | 256.31 |
| 2021-03-31 | $1.4M | 6.1k | 225.75 |
| 2020-12-31 | $1.2M | 5.4k | 231.47 |
| 2020-09-30 | $879k | 5.5k | 159.88 |
| 2020-06-30 | $787k | 5.5k | 142.28 |
| 2020-03-31 | $472k | 4.1k | 115.64 |
| 2019-12-31 | $493k | 3.3k | 151.07 |
| 2019-09-30 | $437k | 3.0k | 145.86 |
| 2019-06-30 | $372k | 2.6k | 141.23 |
| 2018-03-31 | $392k | 4.1k | 95.08 |
| 2017-12-31 | $208k | 2.2k | 96.30 |
| 2016-03-31 | $470k | 5.3k | 87.98 |
| 2015-12-31 | $538k | 6.7k | 80.20 |