MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

SIGNATUREFD, LLC's Holding History (CIK: 0001456048)

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

Q4 2025
Shares 861 Value ($000) $187 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 311 Value ($000) $72 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 410 Value ($000) $129 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 358 Value ($000) $107 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 389 Value ($000) $131 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 396 Value ($000) $126 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 404 Value ($000) $119 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 418 Value ($000) $129 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 418 Value ($000) $120 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 392 Value ($000) $92 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 372 Value ($000) $73 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 472 Value ($000) $96 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 566 Value ($000) $123 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 457 Value ($000) $97 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 452 Value ($000) $109 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 559 Value ($000) $153 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 455 Value ($000) $156 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 454 Value ($000) $118 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 473 Value ($000) $122 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 489 Value ($000) $110 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 481 Value ($000) $111 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 506 Value ($000) $81 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 619 Value ($000) $87 Avg Close $141.17 Range $109.25 - $165.19
Q1 2020
Shares 376 Value ($000) $44 Avg Close $144.90 Range $102.59 - $166.59
Q4 2019
Shares 372 Value ($000) $56 Avg Close $153.53 Range $141.94 - $163.94
Q3 2019
Shares 405 Value ($000) $59 Avg Close $153.95 Range $144.37 - $162.53
Q2 2019
Shares 276 Value ($000) $40 Avg Close $138.03 Range $126.26 - $149.70
Q1 2019
Shares 276 Value ($000) $35 Avg Close $120.22 Range $99.67 - $129.99
Q4 2018
Shares 264 Value ($000) $29 Avg Close $117.21 Range $104.56 - $133.74
Q3 2018
Shares 264 Value ($000) $33 Avg Close $134.79 Range $125.47 - $144.34
Q2 2018
Shares 264 Value ($000) $34 Avg Close $114.36 Range $93.30 - $134.95
Q1 2018
Shares 207 Value ($000) $20 Avg Close $96.16 Range $90.00 - $103.46
Q1 2016
Shares 18 Value ($000) $2 Avg Close $79.71 Range $74.78 - $88.66
Q4 2015
Shares 18 Value ($000) $1 Avg Close $81.02 Range $77.61 - $84.99
Q3 2015
Shares 18 Value ($000) $1 Avg Close $81.64 Range $76.60 - $86.88
Q2 2015
Shares 18 Value ($000) $1 Avg Close $76.58 Range $71.89 - $80.93
Q1 2015
Shares 18 Value ($000) $1 Avg Close $70.94 Range $62.14 - $78.51
Q4 2014
Shares 49 Value ($000) $3 Avg Close $66.23 Range $61.03 - $71.08
Q3 2014
Shares 49 Value ($000) $3 Avg Close $68.45 Range $66.30 - $72.76
Q2 2014
Shares 70 Value ($000) $5 Avg Close $73.12 Range $67.77 - $80.00
Q1 2014
Shares 70 Value ($000) $6 Avg Close $79.64 Range $73.97 - $84.05
Q4 2013
Shares 9 Value ($000) $1 Avg Close $79.53 Range $73.40 - $85.97
Q3 2013
Shares 7 Value ($000) $1 Avg Close $77.30 Range $74.19 - $80.00