MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $569,437 | +22.9% | 2,431 | +2.9% | 0.00% | 0.0% |
Q2 2023 | $463,156 | +2.8% | 2,362 | +6.5% | 0.00% | 0.0% |
Q1 2023 | $450,361 | +2.4% | 2,218 | +9.2% | 0.00% | 0.0% |
Q4 2022 | $439,937 | +5.2% | 2,031 | +3.3% | 0.00% | 0.0% |
Q3 2022 | $418,000 | +2.5% | 1,967 | +16.5% | 0.00% | 0.0% |
Q2 2022 | $408,000 | 0.0% | 1,689 | +13.0% | 0.00% | 0.0% |
Q1 2022 | $408,000 | -19.0% | 1,495 | +1.4% | 0.00% | 0.0% |
Q4 2021 | $504,000 | +38.5% | 1,474 | +4.8% | 0.00% | 0.0% |
Q3 2021 | $364,000 | +1.7% | 1,406 | +0.9% | 0.00% | 0.0% |
Q2 2021 | $358,000 | +5.9% | 1,394 | -7.1% | 0.00% | 0.0% |
Q1 2021 | $338,000 | +4.6% | 1,501 | +7.7% | 0.00% | 0.0% |
Q4 2020 | $323,000 | +41.7% | 1,394 | -1.8% | 0.00% | 0.0% |
Q3 2020 | $228,000 | +14.0% | 1,420 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $200,000 | -25.4% | 1,420 | -20.0% | 0.00% | 0.0% |
Q4 2019 | $268,000 | +2.3% | 1,774 | -1.0% | 0.00% | 0.0% |
Q3 2019 | $262,000 | +3.6% | 1,792 | +2.6% | 0.00% | 0.0% |
Q2 2019 | $253,000 | +15.0% | 1,747 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $220,000 | +6.3% | 1,747 | -7.3% | 0.00% | 0.0% |
Q4 2018 | $207,000 | -8.8% | 1,885 | +4.3% | 0.00% | 0.0% |
Q3 2018 | $227,000 | +4.6% | 1,807 | +6.7% | 0.00% | 0.0% |
Q2 2018 | $217,000 | +1176.5% | 1,694 | +666.5% | 0.00% | – |
Q2 2017 | $17,000 | +13.3% | 221 | +19.5% | 0.00% | – |
Q1 2017 | $15,000 | +87.5% | 185 | +76.2% | 0.00% | – |
Q4 2016 | $8,000 | 0.0% | 105 | +8.2% | 0.00% | – |
Q3 2016 | $8,000 | +60.0% | 97 | +51.6% | 0.00% | – |
Q2 2016 | $5,000 | -73.7% | 64 | -70.4% | 0.00% | – |
Q1 2016 | $19,000 | +111.1% | 216 | +98.2% | 0.00% | – |
Q4 2015 | $9,000 | +80.0% | 109 | +70.3% | 0.00% | – |
Q3 2015 | $5,000 | -81.5% | 64 | -84.4% | 0.00% | – |
Q4 2014 | $27,000 | -3.6% | 410 | 0.0% | 0.00% | – |
Q3 2014 | $28,000 | +33.3% | 410 | +37.6% | 0.00% | – |
Q2 2014 | $21,000 | +23.5% | 298 | +41.9% | 0.00% | – |
Q1 2014 | $17,000 | +6.2% | 210 | 0.0% | 0.00% | – |
Q4 2013 | $16,000 | -5.9% | 210 | 0.0% | 0.00% | – |
Q3 2013 | $17,000 | – | 210 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
GOLDEN GATE PRIVATE EQUITY, INC. | 68,500 | $8,624,000 | 2.82% |
Chicago Capital, LLC | 156,642 | $19,721,000 | 1.36% |
ATLANTA CAPITAL MANAGEMENT CO L L C | 2,261,872 | $284,770,000 | 1.32% |
Palo Capital, Inc. | 28,629 | $3,604,000 | 1.30% |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,752,226 | $220,605,000 | 1.29% |
AMERICAN CAPITAL MANAGEMENT INC | 214,850 | $27,050,000 | 1.18% |
Force Capital Management LLC | 9,349 | $1,177,000 | 1.18% |
Copeland Capital Management, LLC | 145,246 | $18,287,000 | 1.11% |
Sapphire Star Partners LP | 7,916 | $997,000 | 1.00% |
BAMCO INC /NY/ | 1,457,606 | $183,513,000 | 0.76% |