MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 141 filers reported holding MORNINGSTAR INC in Q1 2015. The put-call ratio across all filers is 3.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $410,000 | -62.0% | 1,200 | -71.4% | 0.00% | -72.7% |
| Q2 2021 | $1,080,000 | +14.3% | 4,200 | 0.0% | 0.01% | +22.2% |
| Q1 2021 | $945,000 | +104.1% | 4,200 | +110.0% | 0.01% | +80.0% |
| Q4 2020 | $463,000 | +44.2% | 2,000 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $321,000 | +21.6% | 2,000 | -16.7% | 0.00% | 0.0% |
| Q4 2018 | $264,000 | -38.3% | 2,400 | -29.4% | 0.00% | -20.0% |
| Q3 2018 | $428,000 | -1.8% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $436,000 | -45.2% | 3,400 | -65.7% | 0.01% | -58.3% |
| Q3 2015 | $795,000 | +8.6% | 9,900 | +7.6% | 0.01% | +9.1% |
| Q2 2015 | $732,000 | +5.0% | 9,200 | -1.1% | 0.01% | 0.0% |
| Q1 2015 | $697,000 | +88.9% | 9,300 | +63.2% | 0.01% | +83.3% |
| Q4 2014 | $369,000 | -67.6% | 5,700 | -61.0% | 0.01% | -73.9% |
| Q4 2013 | $1,140,000 | +30.7% | 14,600 | +32.7% | 0.02% | +21.1% |
| Q3 2013 | $872,000 | +42.3% | 11,000 | +39.2% | 0.02% | +58.3% |
| Q2 2013 | $613,000 | – | 7,900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |