DFPG INVESTMENTS, LLC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 353 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q4 2023$217,616
-8.3%
797
-12.4%
0.02%
-22.7%
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 ↓
PELHAM GLOBAL FINANCIALS LTD 64,083$7,450,00011.14%
GOLDEN GATE PRIVATE EQUITY, INC. 80,716$9,383,0004.35%
Chicago Capital, LLC 143,097$16,635,0001.34%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,781,969$207,155,0001.18%
AMERICAN CAPITAL MANAGEMENT INC 201,792$23,458,0001.14%
Copeland Capital Management, LLC 156,443$18,187,0001.11%
FCF Advisors LLC 7,383$864,0000.99%
ATLANTA CAPITAL MANAGEMENT CO L L C 1,587,517$184,549,0000.96%
ROYCE & ASSOCIATES LP 515,691$59,949,0000.82%
BAMCO INC /NY/ 1,364,284$158,598,0000.78%
View complete list of MORNINGSTAR INC shareholders