Morningstar shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 67k | 232.01 |
| 2025-06-30 | $24M | 76k | 313.93 |
| 2025-03-31 | $22M | 74k | 299.87 |
| 2024-12-31 | $3.0M | 9.0k | 336.74 |
| 2024-09-30 | $1.1M | 3.4k | 319.07 |
| 2024-06-30 | $904k | 3.1k | 295.80 |
| 2024-03-31 | $670k | 2.2k | 308.30 |
| 2023-12-31 | $2.6M | 9.2k | 286.22 |
| 2023-09-30 | $2.5M | 11k | 234.25 |
| 2023-06-30 | $2.6M | 13k | 196.07 |
| 2023-03-31 | $2.5M | 12k | 203.03 |
| 2022-12-31 | $2.6M | 12k | 216.59 |
| 2022-09-30 | $2.9M | 14k | 212.30 |
| 2022-06-30 | $3.4M | 14k | 241.81 |
| 2022-03-31 | $2.4M | 8.9k | 273.48 |
| 2021-12-31 | $2.8M | 8.3k | 342.02 |
| 2021-09-30 | $2.1M | 8.1k | 258.97 |
| 2021-06-30 | $1.7M | 6.5k | 257.13 |
| 2021-03-31 | $1.3M | 5.8k | 224.97 |
| 2020-12-31 | $815k | 3.5k | 232.00 |
| 2020-09-30 | $2.0k | 13 | 153.85 |
| 2020-06-30 | $2.0k | 12 | 166.67 |
| 2019-09-30 | $2.0k | 12 | 166.67 |
| 2019-06-30 | $11k | 78 | 141.03 |
| 2019-03-31 | $10k | 78 | 128.21 |
| 2018-12-31 | $12k | 106 | 113.21 |
| 2018-09-30 | $12k | 96 | 125.00 |
| 2018-06-30 | $23k | 183 | 125.68 |
| 2018-03-31 | $18k | 186 | 96.77 |
| 2017-12-31 | $18k | 186 | 96.77 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors