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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $68,000 | +11.5% | 866 | +4.2% | 0.03% | +44.4% |
| Q4 2016 | $61,000 | -10.3% | 831 | -2.8% | 0.02% | -21.7% |
| Q3 2016 | $68,000 | -2.9% | 855 | 0.0% | 0.02% | -4.2% |
| Q2 2016 | $70,000 | -6.7% | 855 | 0.0% | 0.02% | -11.1% |
| Q1 2016 | $75,000 | +4.2% | 855 | -4.6% | 0.03% | -3.6% |
| Q4 2015 | $72,000 | 0.0% | 896 | 0.0% | 0.03% | +12.0% |
| Q3 2015 | $72,000 | -19.1% | 896 | -20.1% | 0.02% | 0.0% |
| Q2 2015 | $89,000 | +6.0% | 1,121 | 0.0% | 0.02% | +13.6% |
| Q1 2015 | $84,000 | +15.1% | 1,121 | 0.0% | 0.02% | +15.8% |
| Q4 2014 | $73,000 | -17.0% | 1,121 | -13.2% | 0.02% | -9.5% |
| Q3 2014 | $88,000 | +10.0% | 1,291 | +15.2% | 0.02% | +16.7% |
| Q2 2014 | $80,000 | -10.1% | 1,121 | 0.0% | 0.02% | -18.2% |
| Q1 2014 | $89,000 | 0.0% | 1,121 | -1.2% | 0.02% | -21.4% |
| Q4 2013 | $89,000 | -3.3% | 1,135 | -2.6% | 0.03% | -12.5% |
| Q3 2013 | $92,000 | 0.0% | 1,165 | -1.3% | 0.03% | -8.6% |
| Q2 2013 | $92,000 | – | 1,180 | – | 0.04% | – |
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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% |