MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 177 filers reported holding MORNINGSTAR INC in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $18,892 | -24.4% | 66 | -43.1% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | -13.8% | 116 | -3.3% | 0.00% | – |
| Q2 2022 | $29,000 | -67.4% | 120 | -63.3% | 0.00% | -100.0% |
| Q1 2022 | $89,000 | -25.8% | 327 | -6.6% | 0.00% | 0.0% |
| Q4 2021 | $120,000 | +242.9% | 350 | +161.2% | 0.00% | – |
| Q3 2021 | $35,000 | -22.2% | 134 | -23.0% | 0.00% | – |
| Q2 2021 | $45,000 | -70.8% | 174 | -74.6% | 0.00% | -100.0% |
| Q1 2021 | $154,000 | -18.9% | 686 | -16.5% | 0.00% | -50.0% |
| Q4 2020 | $190,000 | +52.0% | 822 | +5.5% | 0.00% | +33.3% |
| Q3 2020 | $125,000 | -15.0% | 779 | -25.5% | 0.00% | -25.0% |
| Q2 2020 | $147,000 | +4800.0% | 1,045 | +3770.4% | 0.00% | – |
| Q1 2020 | $3,000 | -85.0% | 27 | -79.5% | 0.00% | -100.0% |
| Q4 2019 | $20,000 | +17.6% | 132 | +10.9% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | +6.2% | 119 | +5.3% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | +166.7% | 113 | +130.6% | 0.00% | – |
| Q3 2018 | $6,000 | -45.5% | 49 | -84.3% | 0.00% | -100.0% |
| Q2 2018 | $11,000 | +37.5% | 312 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | – | 312 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 64,083 | $7,450,000 | 11.14% |
| GOLDEN GATE PRIVATE EQUITY, INC. | 80,716 | $9,383,000 | 4.35% |
| Chicago Capital, LLC | 143,097 | $16,635,000 | 1.34% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,781,969 | $207,155,000 | 1.18% |
| AMERICAN CAPITAL MANAGEMENT INC | 201,792 | $23,458,000 | 1.14% |
| Copeland Capital Management, LLC | 156,443 | $18,187,000 | 1.11% |
| FCF Advisors LLC | 7,383 | $864,000 | 0.99% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,587,517 | $184,549,000 | 0.96% |
| ROYCE & ASSOCIATES LP | 515,691 | $59,949,000 | 0.82% |
| BAMCO INC /NY/ | 1,364,284 | $158,598,000 | 0.78% |