HBK Sorce Advisory LLC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q4 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$200,510
+71255.9%
856
-34.0%
0.01%
+12.5%
Q4 2022$281
-99.9%
1,296
+3.7%
0.01%
-55.6%
Q3 2022$265,000
-13.4%
1,250
-1.3%
0.02%
-21.7%
Q2 2022$306,000
-3.5%
1,266
+9.0%
0.02%
+35.3%
Q1 2022$317,000
-15.7%
1,161
+5.7%
0.02%
-10.5%
Q4 2021$376,000
+31.9%
1,098
-0.4%
0.02%
+18.8%
Q3 2021$285,000
-9.8%
1,102
-10.3%
0.02%
-5.9%
Q2 2021$316,000
+15.8%
1,229
+1.4%
0.02%
+6.2%
Q1 2021$273,000
-2.5%
1,212
+0.2%
0.02%
-5.9%
Q4 2020$280,000
+3.7%
1,209
-28.1%
0.02%
-10.5%
Q3 2020$270,000
+29.8%
1,681
+13.7%
0.02%
+26.7%
Q2 2020$208,000
+1.0%
1,479
+8.8%
0.02%
-16.7%
Q4 2019$206,0001,3600.02%
Other shareholders
MORNINGSTAR INC shareholders Q4 2020
NameSharesValueWeighting ↓
PELHAM GLOBAL FINANCIALS LTD 73,374$17,744,00022.50%
Praesidium Investment Management Company, LLC 297,952$72,054,0006.29%
Select Equity Group, L.P. 4,097,822$990,976,0003.17%
Regal Partners Ltd 55,640$13,455,0002.29%
Alamar Capital Management, LLC 8,229$1,990,0002.25%
Kensington Investment Counsel, LLC 8,862$2,143,0001.83%
CEERA INVESTMENTS, LLC 13,009$3,146,0001.80%
Covey Capital Advisors, LLC 4,823$1,166,0001.72%
AMERICAN CAPITAL MANAGEMENT INC 183,683$44,420,0001.66%
Yorktown Management & Research Co Inc 4,700$1,137,0001.47%
View complete list of MORNINGSTAR INC shareholders