MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

LPL Financial LLC's Holding History (CIK: 0001403438)

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

Q4 2025
Shares 10,184 Value ($000) $2,213 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 8,710 Value ($000) $2,021 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 6,315 Value ($000) $1,982 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 5,836 Value ($000) $1,750 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 5,092 Value ($000) $1,715 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 4,482 Value ($000) $1,430 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 4,030 Value ($000) $1,192 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 3,601 Value ($000) $1,111 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 7,477 Value ($000) $2,140 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 5,763 Value ($000) $1,350 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 3,949 Value ($000) $774 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 2,599 Value ($000) $528 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 1,768 Value ($000) $383 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 1,623 Value ($000) $345 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 1,960 Value ($000) $474 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 2,002 Value ($000) $547 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 2,511 Value ($000) $859 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 2,596 Value ($000) $673 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 1,549 Value ($000) $398 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 1,006 Value ($000) $226 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 953 Value ($000) $221 Avg Close $198.64 Range $159.23 - $232.06