Morningstar shares owned by Oppenheimer Asset Management
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Oppenheimer Asset Management
from 13F filings
Historical chart of Oppenheimer Asset Management investment in Morningstar
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Quarterly reported holdings in Morningstar by Oppenheimer Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 13k | 319.12 |
| 2024-06-30 | $3.5M | 12k | 295.85 |
| 2024-03-31 | $2.5M | 8.2k | 308.37 |
| 2023-09-30 | $2.5M | 11k | 234.24 |
| 2023-06-30 | $1.4M | 7.2k | 196.07 |
| 2023-03-31 | $1.5M | 7.5k | 203.03 |
| 2022-12-31 | $1.9M | 9.0k | 216.59 |
| 2022-09-30 | $2.0M | 8.9k | 222.22 |
| 2022-06-30 | $2.4M | 9.4k | 259.26 |
| 2022-03-31 | $2.8M | 10k | 273.17 |
| 2021-12-31 | $3.7M | 10k | 352.94 |
| 2021-09-30 | $2.5M | 9.5k | 259.07 |
| 2021-06-30 | $2.3M | 8.9k | 257.15 |
| 2021-03-31 | $2.1M | 8.8k | 235.29 |
| 2020-12-31 | $2.0M | 8.5k | 231.61 |
| 2020-09-30 | $1.4M | 8.5k | 161.64 |
| 2020-06-30 | $969k | 6.9k | 140.89 |
| 2020-03-31 | $155k | 1.3k | 116.37 |
| 2019-12-31 | $216k | 1.4k | 151.37 |
| 2019-09-30 | $213k | 1.5k | 146.09 |
| 2019-06-30 | $222k | 1.5k | 144.44 |
| 2019-03-31 | $195k | 1.5k | 126.21 |
| 2018-12-31 | $177k | 1.6k | 109.60 |
| 2018-09-30 | $273k | 2.2k | 125.81 |
| 2018-06-30 | $305k | 2.4k | 128.21 |
| 2018-03-31 | $279k | 2.9k | 95.58 |
| 2017-12-31 | $271k | 3.2k | 85.11 |
| 2017-09-30 | $271k | 3.2k | 85.11 |
| 2017-06-30 | $252k | 3.2k | 78.29 |
| 2017-03-31 | $299k | 3.8k | 78.50 |
More positions owned by Oppenheimer Asset Management
View all positions for Oppenheimer Asset Management