MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 243 filers reported holding MORNINGSTAR INC in Q3 2019. The put-call ratio across all filers is 0.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,529,410 | -4.1% | 10,798 | -19.7% | 0.01% | 0.0% |
| Q2 2023 | $2,636,790 | +5.7% | 13,448 | +9.4% | 0.01% | -9.1% |
| Q1 2023 | $2,495,645 | -5.1% | 12,292 | +1.2% | 0.01% | -15.4% |
| Q4 2022 | $2,631,136 | -9.4% | 12,148 | -11.2% | 0.01% | -23.5% |
| Q3 2022 | $2,903,000 | +18.4% | 13,674 | +35.1% | 0.02% | +6.2% |
| Q2 2022 | $2,451,000 | +0.7% | 10,120 | +13.7% | 0.02% | 0.0% |
| Q1 2022 | $2,434,000 | -14.5% | 8,900 | +6.9% | 0.02% | -20.0% |
| Q4 2021 | $2,847,000 | +36.5% | 8,324 | +3.3% | 0.02% | +17.6% |
| Q3 2021 | $2,086,000 | +25.7% | 8,055 | +24.8% | 0.02% | +13.3% |
| Q2 2021 | $1,660,000 | +26.7% | 6,456 | +10.9% | 0.02% | +7.1% |
| Q1 2021 | $1,310,000 | +60.7% | 5,823 | +65.8% | 0.01% | +27.3% |
| Q4 2020 | $815,000 | +40650.0% | 3,513 | +26923.1% | 0.01% | – |
| Q3 2020 | $2,000 | 0.0% | 13 | +8.3% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -81.8% | 12 | -84.6% | 0.00% | – |
| Q2 2019 | $11,000 | +10.0% | 78 | 0.0% | 0.00% | – |
| Q1 2019 | $10,000 | -16.7% | 78 | -26.4% | 0.00% | -100.0% |
| Q4 2018 | $12,000 | 0.0% | 106 | +10.4% | 0.00% | 0.0% |
| Q3 2018 | $12,000 | -47.8% | 96 | -47.5% | 0.00% | 0.0% |
| Q2 2018 | $23,000 | +27.8% | 183 | -1.6% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $18,000 | – | 186 | – | 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% |