MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 170 filers reported holding MORNINGSTAR INC in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $184,000 | +12.2% | 2,507 | +21.2% | 0.00% | 0.0% |
| Q3 2016 | $164,000 | +13.1% | 2,069 | +16.6% | 0.00% | 0.0% |
| Q2 2016 | $145,000 | -1.4% | 1,774 | +6.0% | 0.00% | -20.0% |
| Q1 2016 | $147,000 | +21.5% | 1,673 | +10.8% | 0.01% | +25.0% |
| Q4 2015 | $121,000 | +2.5% | 1,510 | +2.2% | 0.00% | 0.0% |
| Q3 2015 | $118,000 | +0.9% | 1,478 | +0.3% | 0.00% | 0.0% |
| Q2 2015 | $117,000 | +10.4% | 1,473 | +3.2% | 0.00% | +33.3% |
| Q1 2015 | $106,000 | +19.1% | 1,427 | +2.9% | 0.00% | 0.0% |
| Q4 2014 | $89,000 | -5.3% | 1,387 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $94,000 | -42.3% | 1,387 | -39.3% | 0.00% | -50.0% |
| Q2 2014 | $163,000 | -9.4% | 2,284 | -0.5% | 0.01% | 0.0% |
| Q1 2014 | $180,000 | +20.8% | 2,295 | +19.7% | 0.01% | 0.0% |
| Q4 2013 | $149,000 | -6.9% | 1,917 | -5.6% | 0.01% | -14.3% |
| Q3 2013 | $160,000 | +1.9% | 2,031 | -0.3% | 0.01% | -12.5% |
| Q2 2013 | $157,000 | – | 2,037 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,500 | $8,624,000 | 2.82% |
| Chicago Capital, LLC | 156,642 | $19,721,000 | 1.36% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 2,261,872 | $284,770,000 | 1.32% |
| Palo Capital, Inc. | 28,629 | $3,604,000 | 1.30% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,752,226 | $220,605,000 | 1.29% |
| AMERICAN CAPITAL MANAGEMENT INC | 214,850 | $27,050,000 | 1.18% |
| Force Capital Management LLC | 9,349 | $1,177,000 | 1.18% |
| Copeland Capital Management, LLC | 145,246 | $18,287,000 | 1.11% |
| Sapphire Star Partners LP | 7,916 | $997,000 | 1.00% |
| BAMCO INC /NY/ | 1,457,606 | $183,513,000 | 0.76% |