MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 199 filers reported holding MORNINGSTAR INC in Q2 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $378,000 | -11.5% | 2,498 | -14.5% | 0.00% | -33.3% |
| Q3 2019 | $427,000 | -2.3% | 2,920 | -3.3% | 0.00% | 0.0% |
| Q2 2019 | $437,000 | +4.5% | 3,019 | -8.7% | 0.00% | 0.0% |
| Q1 2019 | $418,000 | +13.6% | 3,306 | -1.7% | 0.00% | 0.0% |
| Q4 2018 | $368,000 | +557.1% | 3,363 | +654.0% | 0.00% | – |
| Q3 2018 | $56,000 | -67.1% | 446 | -75.0% | 0.00% | -100.0% |
| Q2 2018 | $170,000 | 0.0% | 1,783 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $170,000 | -1.2% | 1,783 | +0.3% | 0.00% | 0.0% |
| Q4 2017 | $172,000 | +12.4% | 1,778 | -1.1% | 0.00% | 0.0% |
| Q3 2017 | $153,000 | -11.6% | 1,798 | -18.5% | 0.00% | 0.0% |
| Q2 2017 | $173,000 | +4.2% | 2,207 | +4.3% | 0.00% | 0.0% |
| Q1 2017 | $166,000 | -9.8% | 2,117 | -11.6% | 0.00% | -33.3% |
| Q4 2016 | $184,000 | +26.9% | 2,396 | +29.0% | 0.00% | +50.0% |
| Q3 2016 | $145,000 | +83.5% | 1,857 | +91.8% | 0.00% | +100.0% |
| Q2 2016 | $79,000 | +2.6% | 968 | +12.7% | 0.00% | 0.0% |
| Q1 2016 | $77,000 | +16.7% | 859 | +3.6% | 0.00% | 0.0% |
| Q4 2015 | $66,000 | +11.9% | 829 | +13.7% | 0.00% | 0.0% |
| Q3 2015 | $59,000 | +3.5% | 729 | +2.8% | 0.00% | 0.0% |
| Q2 2015 | $57,000 | +14.0% | 709 | +5.0% | 0.00% | 0.0% |
| Q1 2015 | $50,000 | +2.0% | 675 | -4.5% | 0.00% | 0.0% |
| Q4 2014 | $49,000 | +14.0% | 707 | +11.0% | 0.00% | 0.0% |
| Q3 2014 | $43,000 | -8.5% | 637 | -3.6% | 0.00% | 0.0% |
| Q2 2014 | $47,000 | -28.8% | 661 | -20.9% | 0.00% | -50.0% |
| Q1 2014 | $66,000 | +34.7% | 836 | +32.9% | 0.00% | 0.0% |
| Q4 2013 | $49,000 | +157.9% | 629 | +175.9% | 0.00% | +100.0% |
| Q3 2013 | $19,000 | +1800.0% | 228 | +3157.1% | 0.00% | – |
| Q2 2013 | $1,000 | – | 7 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 67,734 | $8,534,000 | 2.76% |
| Copeland Capital Management, LLC | 185,266 | $23,342,000 | 1.48% |
| Chicago Capital, LLC | 150,796 | $18,999,000 | 1.29% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,745,915 | $219,969,000 | 1.26% |
| AMERICAN CAPITAL MANAGEMENT INC | 212,805 | $26,811,000 | 1.24% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| FCF Advisors LLC | 11,624 | $1,465,000 | 1.13% |
| BAMCO INC /NY/ | 1,457,280 | $183,603,000 | 0.78% |
| ROYCE & ASSOCIATES LP | 540,320 | $68,075,000 | 0.58% |