Morningstar shares owned by Raymond James Financial
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Raymond James Financial
from 13F filings
Historical chart of Raymond James Financial investment in Morningstar
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Quarterly reported holdings in Morningstar by Raymond James Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 13k | 232.01 |
| 2025-06-30 | $19M | 61k | 313.93 |
| 2025-03-31 | $18M | 59k | 299.87 |
| 2024-12-31 | $17M | 49k | 336.76 |