MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

HBK Sorce Advisory LLC's Holding History (CIK: 0001379995)

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

Q2 2025
Shares 735 Value ($000) $231 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 765 Value ($000) $229 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 769 Value ($000) $259 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 803 Value ($000) $256 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 854 Value ($000) $253 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 851 Value ($000) $262 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 896 Value ($000) $256 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 856 Value ($000) $201 Avg Close $225.76 Range $188.97 - $257.28
Q4 2022
Shares 1,296 Value ($000) $0 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 1,250 Value ($000) $265 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 1,266 Value ($000) $306 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 1,161 Value ($000) $317 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 1,098 Value ($000) $376 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 1,102 Value ($000) $285 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 1,229 Value ($000) $316 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 1,212 Value ($000) $273 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 1,209 Value ($000) $280 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 1,681 Value ($000) $270 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 1,479 Value ($000) $208 Avg Close $141.17 Range $109.25 - $165.19
Q4 2019
Shares 1,360 Value ($000) $206 Avg Close $153.53 Range $141.94 - $163.94