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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
   Atlantic Trust Group LLC 323 - 2023-12-31 510,362 $9,278,000 0
   SWANK ENERGY INCOME ADVISORS LP 30 - 2024-03-31 296,000 $5,313,000 0
   NOMURA HOLDINGS INC 521 - 2023-12-31 60,000 $1,091,000 0
   TORTOISE CAPITAL ADVISORS LLC 77 - 2023-12-31 50,000 $909,000 0
   NEUBERGER BERMAN GROUP LLC 1448 - 2023-12-31 29,000 $527,000 0
   CHILDRESS CAPITAL ADVISORS LLC 102 - 2024-03-31 25,124 $451,000 0
   FEDERATED INVESTORS INC /PA/ 1457 - 2023-12-31 15,000 $273,000 0
   CI Private Wealth LLC 1943 - 2023-12-31 14,047 $255,000 0
   GLENMEDE TRUST CO NA 1083 - 2023-12-31 13,797 $251,000 0
   HIGHTOWER ADVISORS, LLC 2939 - 2023-12-31 10,870 $198,000 0
   Retirement Group LLC - 2024-03-31 400 $7,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results