Evercore Wealth Management, LLC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 155 filers reported holding MORNINGSTAR INC in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q2 2021$228,000
+9.1%
887
-4.6%
0.00%0.0%
Q1 2021$209,000
-2.8%
9300.0%0.00%
-20.0%
Q4 2020$215,000
+2971.4%
930
+1123.7%
0.01%
Q4 2017$7,000
+16.7%
760.0%0.00%
Q3 2017$6,0000.0%760.0%0.00%
Q2 2017$6,0000.0%760.0%0.00%
Q1 2017$6,0000.0%760.0%0.00%
Q4 2016$6,0000.0%760.0%0.00%
Q3 2016$6,0000.0%760.0%0.00%
Q2 2016$6,000
-14.3%
760.0%0.00%
Q1 2016$7,000
-86.3%
76
-88.1%
0.00%
-100.0%
Q4 2015$51,000
-1.9%
6370.0%0.00%0.0%
Q3 2015$52,0000.0%6370.0%0.00%0.0%
Q2 2015$52,000
+10.6%
6370.0%0.00%0.0%
Q1 2015$47,000
-2.1%
637
-14.4%
0.00%0.0%
Q4 2014$48,000
-68.4%
744
-66.8%
0.00%
-75.0%
Q3 2014$152,000
+32.2%
2,243
+39.3%
0.01%
+33.3%
Q2 2014$115,000
-13.5%
1,610
-5.1%
0.01%
-14.3%
Q1 2014$133,000
+19.8%
1,696
+17.4%
0.01%
+16.7%
Q4 2013$111,000
-24.5%
1,445
-22.5%
0.01%
-25.0%
Q3 2013$147,000
+2.1%
1,8650.0%0.01%0.0%
Q2 2013$144,0001,8650.01%
Other shareholders
MORNINGSTAR INC shareholders Q3 2015
NameSharesValueWeighting ↓
PELHAM GLOBAL FINANCIALS LTD 96,126$32,874,00014.56%
Northern Right Capital Management, L.P. 54,997$18,808,0005.69%
Engle Capital Management, L.P. 69,609$23,806,0004.81%
Select Equity Group, L.P. 4,850,288$1,658,750,0004.52%
Praesidium Investment Management Company, LLC 226,512$77,465,0004.35%
Regal Partners Ltd 72,810$24,900,0002.99%
CEERA INVESTMENTS, LLC 13,217$4,520,0002.34%
BTG Pactual Global Asset Management Ltd 8,427$2,882,0002.06%
Alamar Capital Management, LLC 8,359$2,859,0002.06%
Kensington Investment Counsel, LLC 9,980$3,413,0001.99%
View complete list of MORNINGSTAR INC shareholders