Morningstar shares owned by LPL Financial
Historical chart of LPL Financial investment in Morningstar
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All positions including Morningstar held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 3.6k | 308.39 |
2023-09-30 | $1.3M | 5.8k | 234.25 |
2023-06-30 | $774k | 3.9k | 196.06 |
2023-03-31 | $528k | 2.6k | 203.05 |
2022-12-31 | $383k | 1.8k | 216.55 |
2022-09-30 | $345k | 1.6k | 212.57 |
2022-06-30 | $474k | 2.0k | 241.84 |
2022-03-31 | $547k | 2.0k | 273.23 |
2021-12-31 | $859k | 2.5k | 342.09 |
2021-09-30 | $673k | 2.6k | 259.25 |
2021-06-30 | $398k | 1.5k | 256.94 |
2021-03-31 | $226k | 1.0k | 224.65 |
2020-12-31 | $221k | 953 | 231.90 |