IMA Wealth, Inc. - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$46,848
+19.5%
2000.0%0.01%
+20.0%
Q2 2023$39,214
-3.4%
2000.0%0.01%0.0%
Q1 2023$40,606
-6.3%
2000.0%0.01%
-9.1%
Q4 2022$43,318
+3.1%
2000.0%0.01%0.0%
Q3 2022$42,000
-12.5%
2000.0%0.01%
-8.3%
Q2 2022$48,0002000.01%
Other shareholders
MORNINGSTAR INC shareholders Q3 2022
NameSharesValueWeighting ↓
GOLDEN GATE PRIVATE EQUITY, INC. 68,500$8,624,0002.82%
Chicago Capital, LLC 156,642$19,721,0001.36%
ATLANTA CAPITAL MANAGEMENT CO L L C 2,261,872$284,770,0001.32%
Palo Capital, Inc. 28,629$3,604,0001.30%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,752,226$220,605,0001.29%
AMERICAN CAPITAL MANAGEMENT INC 214,850$27,050,0001.18%
Force Capital Management LLC 9,349$1,177,0001.18%
Copeland Capital Management, LLC 145,246$18,287,0001.11%
Sapphire Star Partners LP 7,916$997,0001.00%
BAMCO INC /NY/ 1,457,606$183,513,0000.76%
View complete list of MORNINGSTAR INC shareholders