RAYMOND JAMES TRUST N.A. - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$350,188
+119827.4%
1,495
+0.3%
0.01%
+25.0%
Q2 2023$292
+11.5%
1,490
+15.7%
0.01%0.0%
Q1 2023$262
+14.9%
1,288
+22.1%
0.01%0.0%
Q4 2022$228
-99.9%
1,055
+9.6%
0.01%0.0%
Q3 2022$204,000
-8.5%
963
+4.6%
0.01%0.0%
Q2 2022$223,000
-9.0%
921
+28.8%
0.01%
+14.3%
Q4 2021$245,000
+11.4%
715
-74.6%
0.01%
-75.9%
Q4 2013$220,0002,8160.03%
Other shareholders
MORNINGSTAR INC shareholders Q3 2023
NameSharesValueWeighting ↓
PELHAM GLOBAL FINANCIALS LTD 96,126$32,874,00014.56%
Northern Right Capital Management, L.P. 54,997$18,808,0005.69%
Engle Capital Management, L.P. 69,609$23,806,0004.81%
Select Equity Group, L.P. 4,850,288$1,658,750,0004.52%
Praesidium Investment Management Company, LLC 226,512$77,465,0004.35%
Regal Partners Ltd 72,810$24,900,0002.99%
CEERA INVESTMENTS, LLC 13,217$4,520,0002.34%
BTG Pactual Global Asset Management Ltd 8,427$2,882,0002.06%
Alamar Capital Management, LLC 8,359$2,859,0002.06%
Kensington Investment Counsel, LLC 9,980$3,413,0001.99%
View complete list of MORNINGSTAR INC shareholders