MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

FIRST TRUST ADVISORS LP's Holding History (CIK: 0001125816)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 64,175 Value ($000) $13,946 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 9,390 Value ($000) $2,179 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 14,400 Value ($000) $4,521 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 69,456 Value ($000) $20,828 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 29,886 Value ($000) $10,064 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 28,205 Value ($000) $9,001 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 33,788 Value ($000) $9,996 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 29,157 Value ($000) $8,991 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 10,986 Value ($000) $3,145 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 1,101 Value ($000) $258 Avg Close $225.76 Range $188.97 - $257.28
Q4 2022
Shares 3,738 Value ($000) $810 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 13,389 Value ($000) $2,843 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 13,677 Value ($000) $3,308 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 76,957 Value ($000) $21,023 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 41,006 Value ($000) $14,024 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 45,601 Value ($000) $11,812 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 48,583 Value ($000) $12,491 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 105,980 Value ($000) $23,850 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 70,060 Value ($000) $16,224 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 55,669 Value ($000) $8,941 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 32,699 Value ($000) $4,610 Avg Close $141.17 Range $109.25 - $165.19
Q1 2020
Shares 23,708 Value ($000) $2,756 Avg Close $144.90 Range $102.59 - $166.59
Q4 2019
Shares 71,522 Value ($000) $10,822 Avg Close $153.53 Range $141.94 - $163.94
Q3 2019
Shares 96,815 Value ($000) $14,149 Avg Close $153.95 Range $144.37 - $162.53
Q2 2019
Shares 63,769 Value ($000) $9,224 Avg Close $138.03 Range $126.26 - $149.70
Q1 2019
Shares 77,593 Value ($000) $9,776 Avg Close $120.22 Range $99.67 - $129.99
Q4 2018
Shares 89,786 Value ($000) $9,862 Avg Close $117.21 Range $104.56 - $133.74
Q3 2018
Shares 70,792 Value ($000) $8,913 Avg Close $134.79 Range $125.47 - $144.34
Q2 2018
Shares 32,433 Value ($000) $4,160 Avg Close $114.36 Range $93.30 - $134.95
Q1 2018
Shares 36,186 Value ($000) $3,456 Avg Close $96.16 Range $90.00 - $103.46
Q4 2017
Shares 17,660 Value ($000) $1,712 Avg Close $90.03 Range $82.64 - $99.11
Q3 2017
Shares 35,004 Value ($000) $2,975 Avg Close $81.52 Range $77.46 - $85.58
Q1 2017
Shares 29,280 Value ($000) $2,301 Avg Close $77.78 Range $72.85 - $81.97
Q4 2016
Shares 23,893 Value ($000) $1,758 Avg Close $73.51 Range $67.74 - $79.30
Q3 2016
Shares 23,423 Value ($000) $1,857 Avg Close $82.20 Range $73.84 - $85.49
Q2 2016
Shares 82,929 Value ($000) $6,782 Avg Close $83.58 Range $76.57 - $89.44
Q1 2016
Shares 12,609 Value ($000) $1,113 Avg Close $79.71 Range $74.78 - $88.66
Q4 2015
Shares 10,826 Value ($000) $871 Avg Close $81.02 Range $77.61 - $84.99
Q1 2015
Shares 15,166 Value ($000) $1,136 Avg Close $70.94 Range $62.14 - $78.51
Q4 2014
Shares 9,649 Value ($000) $624 Avg Close $66.23 Range $61.03 - $71.08
Q3 2014
Shares 7,158 Value ($000) $486 Avg Close $68.45 Range $66.30 - $72.76
Q2 2014
Shares 5,989 Value ($000) $430 Avg Close $73.12 Range $67.77 - $80.00
Q1 2014
Shares 5,460 Value ($000) $431 Avg Close $79.64 Range $73.97 - $84.05
Q4 2013
Shares 14,276 Value ($000) $1,115 Avg Close $79.53 Range $73.40 - $85.97
Q3 2013
Shares 33,489 Value ($000) $2,654 Avg Close $77.30 Range $74.19 - $80.00
Q2 2013
Shares 9,531 Value ($000) $739 Avg Close $69.29 Range $63.01 - $77.83