HighTower Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.53M | Sell |
9,078
-3,836
| -30% | -$713K | ﹤0.01% | 1879 |
|
|
2025
Q4 | $2.81M | Sell |
12,914
-830
| -6% | -$180K | ﹤0.01% | 1499 |
|
|
2025
Q3 | $3.19M | Sell |
13,744
-1,653
| -11% | -$441K | ﹤0.01% | 1372 |
|
|
2025
Q2 | $4.83M | Sell |
15,397
-148
| -1% | -$43.8K | 0.01% | 1100 |
|
|
2025
Q1 | $4.66M | Sell |
15,545
-523
| -3% | -$165K | 0.01% | 1078 |
|
|
2024
Q4 | $5.41M | Buy |
16,068
+102
| +0.6% | +$34.8K | 0.01% | 1014 |
|
|
2024
Q3 | $5.11M | Sell |
15,966
-176
| -1% | -$54.7K | 0.01% | 1026 |
|
|
2024
Q2 | $4.78M | Buy |
16,142
+188
| +1% | +$55.6K | 0.01% | 1024 |
|
|
2024
Q1 | $4.93M | Buy |
15,954
+6,767
| +74% | +$1.95M | 0.01% | 974 |
|
|
2023
Q4 | $2.62M | Buy |
9,187
+526
| +6% | +$137K | ﹤0.01% | 1290 |
|
|
2023
Q3 | $2.03M | Buy |
8,661
+338
| +4% | +$76.3K | ﹤0.01% | 1371 |
|
|
2023
Q2 | $1.64M | Buy |
8,323
+386
| +5% | +$76.4K | ﹤0.01% | 1477 |
|
|
2023
Q1 | $1.6M | Sell |
7,937
-256
| -3% | -$56.3K | ﹤0.01% | 1420 |
|
|
2022
Q4 | $1.77M | Sell |
8,193
-143
| -2% | -$32.6K | ﹤0.01% | 1353 |
|
|
2022
Q3 | $1.76M | Sell |
8,336
-241
| -3% | -$57.3K | ﹤0.01% | 1309 |
|
|
2022
Q2 | $2.08M | Sell |
8,577
-5
| -0.1% | -$1.26K | 0.01% | 1237 |
|
|
2022
Q1 | $2.34M | Buy |
8,582
+738
| +9% | +$209K | 0.01% | 1278 |
|
|
2021
Q4 | $2.68M | Buy |
7,844
+4,809
| +158% | +$1.49M | 0.01% | 1202 |
|
|
2021
Q3 | $792K | Sell |
3,035
-3,110
| -51% | -$817K | ﹤0.01% | 1788 |
|
|
2021
Q2 | $1.57M | Buy |
6,145
+32
| +0.5% | +$7.76K | ﹤0.01% | 1371 |
|
|
2021
Q1 | $1.38M | Buy |
6,113
+743
| +14% | +$174K | ﹤0.01% | 1379 |
|
|
2020
Q4 | $1.24M | Sell |
5,370
-128
| -2% | -$25.4K | 0.01% | 1151 |
|
|
2020
Q3 | $879K | Buy |
5,498
+65
| +1% | +$10.3K | ﹤0.01% | 1276 |
|
|
2020
Q2 | $773K | Buy |
5,433
+1,455
| +37% | +$205K | ﹤0.01% | 1236 |
|
|
2020
Q1 | $460K | Buy |
3,978
+814
| +26% | +$118K | ﹤0.01% | 1362 |
|
|
2019
Q4 | $478K | Buy |
3,164
+168
| +6% | +$25.8K | ﹤0.01% | 1469 |
|
|
2019
Q3 | $437K | Buy |
2,996
+362
| +14% | +$55.7K | ﹤0.01% | 1588 |
|
|
2019
Q2 | $372K | Buy |
+2,634
| New | +$364K | ﹤0.01% | 1677 |
|
|
2018
Q2 | – | Sell |
-4,123
| Closed | -$392K | – | 2335 |
|
|
2018
Q1 | $392K | Buy |
4,123
+1,963
| +91% | +$189K | ﹤0.01% | 1545 |
|
|
2017
Q4 | $208K | Buy |
+2,160
| New | +$194K | ﹤0.01% | 1899 |
|
|
2016
Q2 | – | Sell |
-5,342
| Closed | -$470K | – | 1931 |
|
|
2016
Q1 | $470K | Sell |
5,342
-1,366
| -20% | -$109K | 0.01% | 1402 |
|
|
2015
Q4 | $538K | Buy |
+6,708
| New | +$543K | 0.01% | 1279 |
|
Other funds holding MORN
VPM
VCM
