CIBC Private Wealth Group, LLC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 243 filers reported holding MORNINGSTAR INC in Q3 2019. The put-call ratio across all filers is 0.64 and the average weighting 0.1%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$1,046,368
+98.2%
4,467
+65.9%
0.00%
+100.0%
Q2 2023$527,824
-18.5%
2,692
-15.6%
0.00%0.0%
Q1 2023$647,864
+106.4%
3,190
+100.0%
0.00%0.0%
Q4 2022$313,960
-7.4%
1,5950.0%0.00%0.0%
Q3 2022$339,000
-12.2%
1,595
+0.1%
0.00%0.0%
Q2 2022$386,000
-12.3%
1,594
-1.1%
0.00%0.0%
Q1 2022$440,000
-17.1%
1,612
+3.7%
0.00%0.0%
Q4 2021$531,000
+57.1%
1,554
+19.2%
0.00%0.0%
Q3 2021$338,000
+0.9%
1,3040.0%0.00%0.0%
Q2 2021$335,000
+14.3%
1,3040.0%0.00%0.0%
Q1 2021$293,000
-3.0%
1,3040.0%0.00%0.0%
Q4 2020$302,000
+44.5%
1,3040.0%0.00%0.0%
Q3 2020$209,000
-8.3%
1,304
-13.4%
0.00%0.0%
Q4 2019$228,000
+3.6%
1,5060.0%0.00%0.0%
Q3 2019$220,000
+2.3%
1,506
+1.2%
0.00%0.0%
Q2 2019$215,000
+13.2%
1,488
+0.5%
0.00%0.0%
Q2 2018$190,000
+21.8%
1,480
-9.2%
0.00%0.0%
Q1 2018$156,000
-1.3%
1,6300.0%0.00%0.0%
Q4 2017$158,0001,6300.00%
Other shareholders
MORNINGSTAR INC shareholders Q3 2019
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