Morningstar shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.7M | 17k | 217.34 |
| 2025-09-30 | $1.6M | 6.8k | 232.02 |
| 2025-06-30 | $1.3M | 4.0k | 313.95 |
| 2025-03-31 | $462k | 1.5k | 299.94 |
| 2024-12-31 | $574k | 1.7k | 336.66 |
| 2024-09-30 | $491k | 1.5k | 318.97 |
| 2024-06-30 | $405k | 1.4k | 295.93 |
| 2024-03-31 | $396k | 1.3k | 308.27 |
| 2023-12-31 | $348k | 1.2k | 286.30 |
| 2023-09-30 | $276k | 1.2k | 234.30 |
| 2023-06-30 | $212k | 1.1k | 196.13 |
| 2023-03-31 | $237k | 1.2k | 203.08 |
| 2022-12-31 | $312k | 1.4k | 216.37 |
| 2022-09-30 | $275k | 1.3k | 212.36 |
| 2012-03-31 | $23k | 365 | 63.01 |