MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 172 filers reported holding MORNINGSTAR INC in Q4 2016. The put-call ratio across all filers is 0.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,280 | +19.5% | 125 | 0.0% | 0.00% | – |
Q2 2023 | $24,509 | -3.4% | 125 | 0.0% | 0.00% | – |
Q1 2023 | $25,379 | +111.5% | 125 | +123.2% | 0.00% | – |
Q3 2022 | $12,000 | +1100.0% | 56 | +833.3% | 0.00% | – |
Q2 2022 | $1,000 | -100.0% | 6 | -100.0% | 0.00% | -100.0% |
Q4 2020 | $25,281,000 | +44.2% | 109,172 | 0.0% | 0.17% | +34.1% |
Q3 2020 | $17,534,000 | +350580.0% | 109,172 | +253788.4% | 0.13% | – |
Q3 2018 | $5,000 | -78.3% | 43 | -81.9% | 0.00% | – |
Q4 2017 | $23,000 | +15.0% | 238 | 0.0% | 0.00% | – |
Q3 2017 | $20,000 | +5.3% | 238 | 0.0% | 0.00% | – |
Q2 2017 | $19,000 | 0.0% | 238 | 0.0% | 0.00% | – |
Q1 2017 | $19,000 | +5.6% | 238 | 0.0% | 0.00% | – |
Q4 2016 | $18,000 | -5.3% | 238 | 0.0% | 0.00% | – |
Q3 2016 | $19,000 | 0.0% | 238 | 0.0% | 0.00% | – |
Q2 2016 | $19,000 | -74.7% | 238 | -76.2% | 0.00% | – |
Q1 2015 | $75,000 | -41.9% | 1,000 | -50.0% | 0.00% | -100.0% |
Q4 2014 | $129,000 | -5.1% | 2,000 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $136,000 | -5.6% | 2,000 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $144,000 | -54.4% | 2,000 | -50.0% | 0.00% | 0.0% |
Q1 2014 | $316,000 | +1.3% | 4,000 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $312,000 | -1.6% | 4,000 | 0.0% | 0.00% | -50.0% |
Q3 2013 | $317,000 | +2.3% | 4,000 | 0.0% | 0.00% | +100.0% |
Q2 2013 | $310,000 | -11.4% | 4,000 | -20.0% | 0.00% | -50.0% |
Q1 2013 | $350,000 | – | 5,000 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
GOLDEN GATE PRIVATE EQUITY, INC. | 67,734 | $8,534,000 | 2.76% |
Copeland Capital Management, LLC | 185,266 | $23,342,000 | 1.48% |
Chicago Capital, LLC | 150,796 | $18,999,000 | 1.29% |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,745,915 | $219,969,000 | 1.26% |
AMERICAN CAPITAL MANAGEMENT INC | 212,805 | $26,811,000 | 1.24% |
Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
FCF Advisors LLC | 11,624 | $1,465,000 | 1.13% |
BAMCO INC /NY/ | 1,457,280 | $183,603,000 | 0.78% |
ROYCE & ASSOCIATES LP | 540,320 | $68,075,000 | 0.58% |