DFPG INVESTMENTS, LLC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 3 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$237,306
-50.9%
910
-59.8%
0.02%
-50.0%
Q2 2023$483,759
+14.9%
2,261
+9.0%
0.04%
-2.2%
Q1 2023$421,089
-5.5%
2,074
+10.8%
0.04%
-38.4%
Q4 2022$445,7981,8720.07%
Other shareholders
MORNINGSTAR INC shareholders Q4 2023
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 298,676$64,690,2356.58%
Select Equity Group, L.P. 3,945,781$854,616,7073.21%
CEERA INVESTMENTS, LLC 12,566$2,721,6701.72%
Alamar Capital Management, LLC 7,329$1,587,3961.63%
AMERICAN CAPITAL MANAGEMENT INC 184,448$39,949,5921.56%
Kensington Investment Counsel, LLC 8,913$1,930,4671.52%
Yorktown Management & Research Co Inc 4,700$1,017,9731.24%
Martin Capital Advisors, LLP 4,439$961,4431.08%
Covey Capital Advisors, LLC 3,026$655,4011.07%
2Xideas AG 46,401$10,049,9931.06%
View complete list of MORNINGSTAR INC shareholders