MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Atria Investments, Inc's Holding History (CIK: 0001535865)

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

Q4 2025
Shares 2,297 Value ($000) $499 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 2,736 Value ($000) $635 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 2,943 Value ($000) $924 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 2,957 Value ($000) $887 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 3,254 Value ($000) $1,096 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 3,529 Value ($000) $1,126 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 5,703 Value ($000) $1,687 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 8,268 Value ($000) $2,550 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 8,735 Value ($000) $2,500 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 11,555 Value ($000) $2,707 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 10,988 Value ($000) $2,154 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 8,477 Value ($000) $1,721 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 7,640 Value ($000) $1,655 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 8,018 Value ($000) $1,702 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 9,766 Value ($000) $2,362 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 11,699 Value ($000) $3,196 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 9,567 Value ($000) $3,272 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 11,660 Value ($000) $3,020 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 15,341 Value ($000) $3,944 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 14,415 Value ($000) $3,244 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 13,371 Value ($000) $3,096 Avg Close $198.64 Range $159.23 - $232.06
Q3 2020
Shares 13,019 Value ($000) $2,091 Avg Close $157.98 Range $140.37 - $178.57
Q2 2020
Shares 12,493 Value ($000) $1,761 Avg Close $141.17 Range $109.25 - $165.19
Q4 2019
Shares 12,104 Value ($000) $1,831 Avg Close $153.53 Range $141.94 - $163.94
Q3 2019
Shares 11,964 Value ($000) $1,748 Avg Close $153.95 Range $144.37 - $162.53
Q2 2019
Shares 10,368 Value ($000) $1,599 Avg Close $138.03 Range $126.26 - $149.70
Q1 2019
Shares 8,432 Value ($000) $1,062 Avg Close $120.22 Range $99.67 - $129.99
Q4 2018
Shares 5,447 Value ($000) $598 Avg Close $117.21 Range $104.56 - $133.74
Q3 2018
Shares 4,444 Value ($000) $559 Avg Close $134.79 Range $125.47 - $144.34
Q2 2018
Shares 2,928 Value ($000) $376 Avg Close $114.36 Range $93.30 - $134.95
Q1 2018
Shares 2,625 Value ($000) $251 Avg Close $96.16 Range $90.00 - $103.46
Q4 2017
Shares 2,091 Value ($000) $203 Avg Close $90.03 Range $82.64 - $99.11