MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 147 filers reported holding MORNINGSTAR INC in Q2 2017. The put-call ratio across all filers is 2.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $681,000 | +34.3% | 5,310 | 0.0% | 0.21% | +23.1% |
| Q1 2018 | $507,000 | -1.6% | 5,310 | 0.0% | 0.17% | 0.0% |
| Q4 2017 | $515,000 | +14.2% | 5,310 | 0.0% | 0.17% | +13.4% |
| Q3 2017 | $451,000 | -37.3% | 5,310 | -42.2% | 0.15% | -27.7% |
| Q2 2017 | $719,000 | -0.4% | 9,180 | 0.0% | 0.21% | +19.8% |
| Q1 2017 | $722,000 | +7.0% | 9,180 | 0.0% | 0.17% | +11.7% |
| Q4 2016 | $675,000 | +135.2% | 9,180 | +182.5% | 0.15% | +67.4% |
| Q1 2016 | $287,000 | +10.0% | 3,250 | 0.0% | 0.09% | +10.8% |
| Q4 2015 | $261,000 | – | 3,250 | – | 0.08% | – |
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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% |