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Get Institutions for : 
Morningstar Partners, L.p. (TXO)  
$19.85 0.83 (4.36%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    5
Total shares held : 
 7,698,353  
% of shares held : 
 25.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 -606,298  
% of shares held change : 
   -1.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.30  
Last Quarter's Ending Price : 
 $18.18  
Last Quarter's Average Price : 
 $18.88  
Change from last quarter's     
avg. price to the last closing  : 
0.97 (5.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 517,467
 6.72%
 
Increased Positions :
12
 255,387
 3.32%
 
Unchanged Positions :
9
 703,076
 9.13%
 
Decreased Positions :
6
-1,258,784
-16.35%
 
Closed Positions :
4
-120,368
-1.56%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   KING LUTHER CAPITAL MANAGEMENT CORP 90 - 2023-12-31 2,591,530 $47,114,000 15,000
   ENERGY INCOME PARTNERS LLC 52 - 2023-12-31 358,409 $6,516,000 43,098
   NOKOMIS CAPITAL, L.L.C. 25 - 2023-12-31 153,950 $2,799,000 57,500
   AMERICAN CENTURY COMPANIES INC 1919 - 2023-12-31 79,477 $1,445,000 6,142
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1901 - 2024-03-31 71,443 $1,282,000 18,755
   STIFEL FINANCIAL CORP 2142 - 2023-12-31 54,757 $995,000 12,922
   MORGAN STANLEY 4815 - 2023-12-31 50,691 $922,000 41,251
   INVESCO LTD 3170 - 2023-12-31 24,910 $453,000 24,910
   GSA CAPITAL PARTNERS LLP 1050 - 2024-03-31 21,900 $393,000 9,691
   UBS Group AG 4490 - 2023-12-31 12,557 $228,000 10,052
   WELLS FARGO & CO/MN 4115 - 2023-12-31 7,500 $136,000 1,500
   Venturi Wealth Management LLC 508 - 2024-03-31 2,800 $50,000 100
   COMERICA BANK 3264 - 2023-12-31 292 $5,000 79
  13 Records found
  1    
  Page 1 of 1
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