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Get Institutions for : 
Morningstar Partners, L.p. (TXO)  
$19.02 1.21 (6.79%) as of 4:30 Wed 5/8


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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  : 
0.14 (0.74%)  




 
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GLOBAL ENDOWMENT MANAGEMENT, LP 6 - 2023-12-31 2,074,864 $37,721,000 -968,368
   GOLDMAN SACHS GROUP INC/ 2595 - 2023-12-31 256,434 $4,662,000 -56,300
   RAYMOND JAMES & ASSOCIATES 1912 - 2024-03-31 163,570 $2,936,000 -46,451
   BARCLAYS PLC 2424 - 2023-12-31 65,045 $1,183,000 -147,607

  4 Records found
  1    
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