MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 236 filers reported holding MORNINGSTAR INC in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,873,920 | +290.1% | 8,000 | +260.7% | 0.00% | +300.0% |
| Q4 2022 | $480,397 | +21.6% | 2,218 | +19.3% | 0.00% | 0.0% |
| Q3 2022 | $395,000 | +176.2% | 1,859 | +345.8% | 0.00% | – |
| Q4 2021 | $143,000 | -34.4% | 417 | -73.0% | 0.00% | -100.0% |
| Q2 2020 | $218,000 | +137.0% | 1,546 | +146.2% | 0.00% | +100.0% |
| Q3 2019 | $92,000 | -99.1% | 628 | -99.2% | 0.00% | -98.9% |
| Q2 2019 | $10,807,000 | -5.8% | 74,719 | -18.0% | 0.09% | +64.8% |
| Q1 2019 | $11,476,000 | +1091.7% | 91,088 | +939.0% | 0.05% | +440.0% |
| Q4 2018 | $963,000 | – | 8,767 | – | 0.01% | – |
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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% |