MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q1 2025
Shares 698 Value ($000) $209 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 696 Value ($000) $234 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 697 Value ($000) $222 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 1,084 Value ($000) $321 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 3,961 Value ($000) $1,221 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 3,771 Value ($000) $1,079 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 3,306 Value ($000) $774 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 4,086 Value ($000) $801 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 3,131 Value ($000) $636 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 3,636 Value ($000) $788 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 3,843 Value ($000) $816 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 4,192 Value ($000) $1,014 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 4,266 Value ($000) $1,165 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 4,113 Value ($000) $1,407 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 4,157 Value ($000) $1,077 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 3,745 Value ($000) $963 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 3,420 Value ($000) $770 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 2,785 Value ($000) $645 Avg Close $198.64 Range $159.23 - $232.06