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MorningStar Partners Ownership 2024 | Who Owns MorningStar Partners Now?

OverviewRevenueFinancialsChart

Institutional Ownership

21.75%

Insider Ownership

20.49%

Retail Ownership

57.76%

Institutional Holders

23.00

MorningStar Partners Mutual Fund Holders

Name% Total AssetsTotal SharesChange AmountChange %Date
TORTOISE ENERGY INDEPENDENCE FUND, INC.2.38%50,000--Feb 29, 2024
CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND2.02%142,000--Feb 29, 2024
Cushing NextGen Infrastructure Income Fund1.33%154,000--Feb 29, 2024
FIRST TRUST ENERGY INCOME & GROWTH FUND0.24%92,78919,31426.29%Feb 29, 2024
FIRST TRUST MLP & ENERGY INCOME FUND0.21%101,069--Jan 31, 2024
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND0.17%41,070--Jan 31, 2024
PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC.0.12%175,000--Jan 31, 2024
Federated Hermes Index Trust0.02%3,915--Jan 31, 2024
FEDERATED HERMES INSURANCE SERIES0.00%3,000--Mar 31, 2024
Federated Hermes Equity Funds0.00%12,000--Mar 31, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.00%10,4282,27927.97%Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%28,57317,655161.71%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND IV0.00%58,6467,25114.11%Jan 31, 2024

MorningStar Partners's largest mutual fund holder by % of total assets is "TORTOISE ENERGY INDEPENDENCE FUND, INC.", owning 50.00K shares, compromising 2.38% of its total assets.

MorningStar Partners Institutional Ownership Trends

Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2323-

As of 31 Mar 23, 23 institutions are holding MorningStar Partners's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 235,437,275-

MorningStar Partners (TXO) has 5.44M shares outstanding as of 31 Mar 23, up 0.00% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2321.75%-

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 23--

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 23--

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2323-5,437,275-21.75%-----

MorningStar Partners Insider Shareholders Trades

Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 28, 2024HUTTON KEITH Adirector, 10 percent owner, officer President of Prod and DevelopP-PurchaseBuy878,000$20.00$17.56M4,000,215
Jun 28, 2024SIMPSON BOB Rdirector, 10 percent owner, officer Chairman and CEOP-PurchaseBuy100,000$20.00$2.00M4,500,000
May 28, 2024King Luther Jrdirector, 10 percent owner S-SaleSell10,000$21.24$212.43K2,561,530
May 24, 2024King Luther Jrdirector, 10 percent owner S-SaleSell10,000$22.20$221.98K2,581,530
May 24, 2024King Luther Jrdirector, 10 percent owner S-SaleSell10,000$21.16$211.64K2,571,530
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell15,589$18.25$284.57K2,025,843
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell13,972$18.21$254.41K2,011,871
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell26,741$18.03$482.22K1,985,130
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell8,559$18.25$156.24K1,112,219
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell7,114$18.21$129.53K1,105,105
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell15,237$18.03$274.77K1,089,868
May 02, 2024Global Endowment Management, LP10 percent owner-S-SaleSell33,432$18.39$614.98K2,041,432
May 02, 2024Global Endowment Management, LP10 percent owner-S-SaleSell18,320$18.39$336.99K1,120,778
Mar 12, 2024Clum Brent W.director, officer Pres, Business Opers and CFOS-SaleSell4,337$18.54$80.41K365,069

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 28, 2024HUTTON KEITH Adirector, 10 percent owner, officer President of Prod and DevelopP-PurchaseBuy878,000$20.00$17.56M4,000,215
Jun 28, 2024SIMPSON BOB Rdirector, 10 percent owner, officer Chairman and CEOP-PurchaseBuy100,000$20.00$2.00M4,500,000

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 28, 2024King Luther Jrdirector, 10 percent owner S-SaleSell10,000$21.24$212.43K2,561,530
May 24, 2024King Luther Jrdirector, 10 percent owner S-SaleSell10,000$22.20$221.98K2,581,530
May 24, 2024King Luther Jrdirector, 10 percent owner S-SaleSell10,000$21.16$211.64K2,571,530
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell15,589$18.25$284.57K2,025,843
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell13,972$18.21$254.41K2,011,871
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell26,741$18.03$482.22K1,985,130
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell8,559$18.25$156.24K1,112,219
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell7,114$18.21$129.53K1,105,105
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell15,237$18.03$274.77K1,089,868
May 02, 2024Global Endowment Management, LP10 percent owner-S-SaleSell33,432$18.39$614.98K2,041,432
May 02, 2024Global Endowment Management, LP10 percent owner-S-SaleSell18,320$18.39$336.99K1,120,778
Mar 12, 2024Agosta Scott T.officer Chief Accounting OfficerF-InKindSell4,379$18.54$81.19K120,083
Mar 12, 2024Clum Brent W.director, officer Pres, Business Opers and CFOS-SaleSell4,337$18.54$80.41K365,069

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 28, 2024HUTTON KEITH Adirector, 10 percent owner, officer President of Prod and DevelopP-PurchaseBuy878,000$20.00$17.56M4,000,215
Jun 28, 2024SIMPSON BOB Rdirector, 10 percent owner, officer Chairman and CEOP-PurchaseBuy100,000$20.00$2.00M4,500,000
May 28, 2024King Luther Jrdirector, 10 percent owner S-SaleSell10,000$21.24$212.43K2,561,530
May 24, 2024King Luther Jrdirector, 10 percent owner S-SaleSell10,000$22.20$221.98K2,581,530
May 24, 2024King Luther Jrdirector, 10 percent owner S-SaleSell10,000$21.16$211.64K2,571,530
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell15,589$18.25$284.57K2,025,843
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell13,972$18.21$254.41K2,011,871
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell26,741$18.03$482.22K1,985,130
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell8,559$18.25$156.24K1,112,219
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell7,114$18.21$129.53K1,105,105
May 06, 2024Global Endowment Management, LP10 percent owner-S-SaleSell15,237$18.03$274.77K1,089,868
May 02, 2024Global Endowment Management, LP10 percent owner-S-SaleSell33,432$18.39$614.98K2,041,432
May 02, 2024Global Endowment Management, LP10 percent owner-S-SaleSell18,320$18.39$336.99K1,120,778
Mar 12, 2024Agosta Scott T.officer Chief Accounting OfficerF-InKindSell4,379$18.54$81.19K120,083
Mar 12, 2024Clum Brent W.director, officer Pres, Business Opers and CFOS-SaleSell4,337$18.54$80.41K365,069
Feb 02, 2024KEVIL PHILLIP Rdirector, other See RemarksA-AwardBuy3,500--18,484
Feb 02, 2024Clum Brent W.director, officer, other See RemarksA-AwardBuy40,000--369,406
Feb 02, 2024King J Luther Jrdirector, 10 percent owner, other See RemarksA-AwardBuy3,500--743,444
Feb 02, 2024Settle Rick Jacobdirector, other See RemarksA-AwardBuy5,000--21,216
Feb 02, 2024ADAMS WILLIAM H IIIdirector, other See RemarksA-AwardBuy5,000--78,784

The last insider sell of MorningStar Partners's stock was made by King Luther Jr on May 28 2024, selling 10,000 shares at $21.24 per share (valued at $212.43K). The last insider buy of TXO was made by HUTTON KEITH A on Jun 28 2024, buying 878,000 shares at $20.00 per share (worth $17.56M).

MorningStar Partners Insider Ownership Trends

All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202421118.18%
Q1 202462300.00%
Q4 202362300.00%
Q1 2023162564.00%

2 total buy trades, and 11 total sell trades (buy/sell ratio of 0.18%) were made by MorningStar Partners's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202421118.18%
Q1 2024-1-
Q4 202362300.00%
Q1 2023---

As of Q2 2024, Insider owners conducted 2 open market buy trades and 11 open market sell trades of MorningStar Partners's stocks.

MorningStar Partners Peer Ownership

TickerCompany
PNRGPrimeEnergy Resources Corporation
GRNTGranite Ridge Resources, Inc
EPSNEpsilon Energy Ltd.
MGYMagnolia Oil & Gas Corporation
GPORGulfport Energy Corporation
CRKComstock Resources, Inc.
VTLEVital Energy, Inc.

TXO Ownership FAQ

MorningStar Partners is owned by institutional shareholders (21.75%), insiders (20.49%), and public (57.76%). The largest institutional shareholder of MorningStar Partners is (0% of total shares) and the top mutual fund owner is TORTOISE ENERGY INDEPENDENCE FUND, INC. (2.38% of total shares).

As of Mar 2023, there are 23 institutional shareholders of MorningStar Partners.