Morningstar shares owned by Janney Montgomery Scott
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Janney Montgomery Scott
from 13F filings
Historical chart of Janney Montgomery Scott investment in Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Morningstar held by Janney Montgomery Scott consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morningstar by Janney Montgomery Scott
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $943k | 3.1k | 308.37 |
2023-12-31 | $927k | 3.2k | 286.29 |
2023-09-30 | $772k | 3.3k | 234.37 |
2023-06-30 | $654k | 3.3k | 196.10 |
2023-03-31 | $575k | 2.8k | 203.04 |
2022-12-31 | $620k | 2.9k | 216.63 |
2022-09-30 | $613k | 2.9k | 212.18 |
2022-06-30 | $496k | 2.0k | 242.07 |
2022-03-31 | $506k | 1.9k | 273.37 |
2021-12-31 | $643k | 1.9k | 341.84 |
2021-09-30 | $486k | 1.9k | 259.20 |
2021-06-30 | $494k | 1.9k | 257.29 |
2021-03-31 | $434k | 1.9k | 224.99 |
2020-12-31 | $415k | 1.8k | 231.84 |
2020-09-30 | $349k | 2.2k | 160.61 |
2020-06-30 | $299k | 2.1k | 140.97 |
2020-03-31 | $256k | 2.2k | 116.31 |