MorningStar Partners Ownership | Who Owns MorningStar Partners?
MorningStar Partners Ownership Summary
MorningStar Partners is owned by 28.03% institutional investors, 25.50% insiders, and 46.47% retail investors. Merit financial group is the largest institutional shareholder, holding 0% of TXO shares.
TXO Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | MorningStar Partners | 28.03% | 25.50% | 46.47% |
Sector | Energy Stocks | 42.45% | 14.79% | 42.76% |
Industry | Oil & Gas Exploration & Production Stocks | 50.17% | 17.49% | 32.33% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Merit financial group | - | - | - |
Thurston, springer, miller, herd & titak | - | - | - |
Jane street group | - | - | - |
Neuberger berman group | - | - | - |
Venturi wealth management | - | - | - |
Ubs group | - | - | - |
Boston partners | - | - | - |
Hrt financial lp | - | - | - |
Farther finance advisors | - | - | - |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Merit financial group | - | - | - |
Thurston, springer, miller, herd & titak | - | - | - |
Jane street group | - | - | - |
Neuberger berman group | - | - | - |
Venturi wealth management | - | - | - |
Ubs group | - | - | - |
Boston partners | - | - | - |
Hrt financial lp | - | - | - |
Farther finance advisors | - | - | - |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Farther finance advisors | - | - | -1.00K |
Venturi wealth management | - | - | -2.80K |
Thurston, springer, miller, herd & titak | - | - | -8.92K |
Hrt financial lp | - | - | -10.15K |
Boston partners | - | - | -22.24K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ubs group | - | - | -77.80K |
Merit financial group | - | - | -30.00K |
Neuberger berman group | - | - | -29.00K |
Jane street group | - | - | -27.38K |
Boston partners | - | - | -22.24K |
Sold Out
Holder | Change |
---|---|
Farther finance advisors | -1.00K |
Venturi wealth management | -2.80K |
Thurston, springer, miller, herd & titak | -8.92K |
Hrt financial lp | -10.15K |
Boston partners | -22.24K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2025 | 55 | -3.51% | 11,515,798 | 0.86% | 28 | 2.72% | 23 | -28.13% | 16 | 77.78% |
Dec 31, 2024 | 57 | 23.91% | 11,417,494 | -1.04% | 32 | 3.72% | 32 | 28.00% | 9 | 12.50% |
Sep 30, 2024 | 46 | 6.98% | 11,537,564 | -8.61% | 29 | 1.79% | 25 | -3.85% | 8 | - |
Jun 30, 2024 | 43 | 13.16% | 12,625,085 | 64.61% | 40 | 6.54% | 26 | 44.44% | 8 | 14.29% |
Mar 31, 2024 | 38 | 8.57% | 7,669,804 | -0.37% | 24 | 3.97% | 18 | -14.29% | 7 | 16.67% |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
May 19, 2025 | ADAMS WILLIAM H III | See Remarks | Buy | $152.60K |
May 15, 2025 | King Luther Jr | See below | Buy | $7.50M |
May 15, 2025 | SIMPSON BOB R | Buy | $33.75M | |
May 15, 2025 | Massaro Lawrence S | - | Buy | $300.00K |
May 15, 2025 | HUTTON KEITH A | - | Buy | $10.50M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q2 | 6 | 2 |
2025 Q1 | - | 2 |
2024 Q4 | 7 | - |
2024 Q2 | 2 | 11 |
2024 Q1 | - | 1 |
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