MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 135 filers reported holding MORNINGSTAR INC in Q3 2014. The put-call ratio across all filers is 1.12 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 ↓ |
---|---|---|---|
ATLANTA CAPITAL MANAGEMENT CO L L C | 4,028,063 | $319,264,000 | 2.26% |
TAMRO Capital Partners LLC | 560,850 | $44,453,000 | 1.84% |
AMERICAN CAPITAL MANAGEMENT INC | 146,785 | $11,634,000 | 1.56% |
Conestoga Capital Advisors, LLC | 208,903 | $16,558,000 | 1.42% |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1,223,127 | $96,945,000 | 1.13% |
BAMCO INC /NY/ | 1,693,170 | $134,201,000 | 0.62% |
ROYCE & ASSOCIATES LP | 1,832,953 | $145,280,000 | 0.43% |
YHB Investment Advisors, Inc. | 15,105 | $1,197,000 | 0.35% |
SENTINEL ASSET MANAGEMENT, INC. | 183,430 | $14,539,000 | 0.30% |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 23,000 | $1,823,000 | 0.28% |