MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 149 filers reported holding MORNINGSTAR INC in Q1 2014. The put-call ratio across all filers is 0.85 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $119,377 | -7.4% | 404 | -3.3% | 0.00% | -33.3% |
Q1 2024 | $128,899 | +7.7% | 418 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $119,648 | +30.3% | 418 | +6.6% | 0.00% | +50.0% |
Q3 2023 | $91,822 | +25.9% | 392 | +5.4% | 0.00% | 0.0% |
Q2 2023 | $72,938 | -23.9% | 372 | -21.2% | 0.00% | -33.3% |
Q1 2023 | $95,830 | -21.8% | 472 | -16.6% | 0.00% | -25.0% |
Q4 2022 | $122,590 | +26.4% | 566 | +23.9% | 0.00% | +33.3% |
Q3 2022 | $97,000 | -11.0% | 457 | +1.1% | 0.00% | -25.0% |
Q2 2022 | $109,000 | -28.8% | 452 | -19.1% | 0.00% | -20.0% |
Q1 2022 | $153,000 | -1.9% | 559 | +22.9% | 0.01% | 0.0% |
Q4 2021 | $156,000 | +32.2% | 455 | +0.2% | 0.01% | +25.0% |
Q3 2021 | $118,000 | -3.3% | 454 | -4.0% | 0.00% | -20.0% |
Q2 2021 | $122,000 | +10.9% | 473 | -3.3% | 0.01% | 0.0% |
Q1 2021 | $110,000 | -0.9% | 489 | +1.7% | 0.01% | 0.0% |
Q4 2020 | $111,000 | +37.0% | 481 | -4.9% | 0.01% | +25.0% |
Q3 2020 | $81,000 | -6.9% | 506 | -18.3% | 0.00% | -20.0% |
Q2 2020 | $87,000 | +97.7% | 619 | +64.6% | 0.01% | +25.0% |
Q1 2020 | $44,000 | -21.4% | 376 | +1.1% | 0.00% | 0.0% |
Q4 2019 | $56,000 | -5.1% | 372 | -8.1% | 0.00% | -20.0% |
Q3 2019 | $59,000 | +47.5% | 405 | +46.7% | 0.01% | +66.7% |
Q2 2019 | $40,000 | +14.3% | 276 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $35,000 | +20.7% | 276 | +4.5% | 0.00% | 0.0% |
Q4 2018 | $29,000 | -12.1% | 264 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $33,000 | -2.9% | 264 | 0.0% | 0.00% | -25.0% |
Q2 2018 | $34,000 | +70.0% | 264 | +27.5% | 0.00% | +100.0% |
Q1 2018 | $20,000 | +900.0% | 207 | +1050.0% | 0.00% | – |
Q1 2016 | $2,000 | +100.0% | 18 | 0.0% | 0.00% | – |
Q4 2015 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
Q3 2015 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
Q2 2015 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
Q1 2015 | $1,000 | -66.7% | 18 | -63.3% | 0.00% | -100.0% |
Q4 2014 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $3,000 | -40.0% | 49 | -30.0% | 0.00% | -50.0% |
Q2 2014 | $5,000 | -16.7% | 70 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $6,000 | +500.0% | 70 | +677.8% | 0.00% | – |
Q4 2013 | $1,000 | 0.0% | 9 | +28.6% | 0.00% | – |
Q3 2013 | $1,000 | – | 7 | – | 0.00% | – |
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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% |