Morningstar shares owned by Raymond James & Associates
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Raymond James & Associates
from 13F filings
Historical chart of Raymond James & Associates investment in Morningstar
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Quarterly reported holdings in Morningstar by Raymond James & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 6.4k | 319.12 |
| 2024-06-30 | $1.8M | 6.0k | 295.85 |
| 2024-03-31 | $5.0M | 16k | 308.37 |
| 2023-12-31 | $4.6M | 16k | 286.24 |
| 2023-09-30 | $4.4M | 19k | 234.24 |
| 2023-06-30 | $3.6M | 19k | 196.07 |
| 2023-03-31 | $3.7M | 18k | 203.03 |
| 2022-12-31 | $3.7M | 17k | 216.59 |
| 2022-09-30 | $3.7M | 17k | 212.30 |
| 2022-06-30 | $3.3M | 14k | 241.84 |
| 2022-03-31 | $559k | 2.0k | 272.95 |
| 2021-12-31 | $791k | 2.3k | 342.13 |
| 2021-09-30 | $540k | 2.1k | 258.99 |
| 2021-06-30 | $475k | 1.8k | 257.03 |
| 2021-03-31 | $323k | 1.4k | 225.09 |
| 2020-12-31 | $275k | 1.2k | 231.29 |
| 2020-06-30 | $515k | 3.7k | 141.02 |
| 2020-03-31 | $569k | 4.9k | 116.24 |
| 2019-12-31 | $768k | 5.1k | 151.36 |
| 2019-09-30 | $740k | 5.1k | 146.04 |
| 2019-06-30 | $753k | 5.2k | 144.64 |
| 2019-03-31 | $640k | 5.1k | 125.96 |
| 2018-12-31 | $535k | 4.9k | 109.83 |
| 2018-09-30 | $615k | 4.9k | 125.87 |
| 2018-06-30 | $402k | 3.1k | 128.11 |
| 2018-03-31 | $323k | 3.4k | 95.53 |
| 2017-12-31 | $323k | 3.3k | 96.82 |
| 2017-09-30 | $288k | 3.4k | 85.06 |
| 2017-06-30 | $258k | 3.3k | 78.23 |
| 2017-03-31 | $260k | 3.3k | 78.67 |
| 2016-12-31 | $257k | 3.5k | 73.47 |
| 2016-09-30 | $254k | 3.2k | 79.42 |
| 2016-06-30 | $278k | 3.4k | 81.81 |
| 2016-03-31 | $2.5M | 28k | 88.27 |
More positions owned by Raymond James & Associates
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