MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 148 filers reported holding MORNINGSTAR INC in Q4 2014. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,603,840 | +206.1% | 41,000 | +156.2% | 0.01% | +180.0% |
| Q2 2023 | $3,137,120 | +132.4% | 16,000 | +166.7% | 0.01% | +150.0% |
| Q1 2021 | $1,350,000 | +11.8% | 6,000 | -45.5% | 0.00% | -33.3% |
| Q4 2018 | $1,208,000 | +170.9% | 11,000 | +59.4% | 0.00% | +200.0% |
| Q4 2014 | $446,000 | -4.9% | 6,900 | 0.0% | 0.00% | -50.0% |
| Q3 2014 | $469,000 | +35.9% | 6,900 | +43.8% | 0.00% | +100.0% |
| Q2 2014 | $345,000 | +50.7% | 4,800 | +65.5% | 0.00% | 0.0% |
| Q1 2014 | $229,000 | +27.2% | 2,900 | +26.1% | 0.00% | 0.0% |
| Q4 2013 | $180,000 | +74.8% | 2,300 | +76.9% | 0.00% | – |
| Q3 2013 | $103,000 | – | 1,300 | – | 0.00% | – |
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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% |