MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 148 filers reported holding MORNINGSTAR INC in Q4 2014. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $712,643 | +7.7% | 2,311 | 0.0% | 0.07% | -8.2% |
| Q4 2023 | $661,501 | +22.2% | 2,311 | 0.0% | 0.07% | +7.4% |
| Q3 2023 | $541,329 | +19.1% | 2,311 | -0.3% | 0.07% | +7.9% |
| Q2 2023 | $454,686 | -62.4% | 2,319 | -61.0% | 0.06% | -61.6% |
| Q1 2023 | $1,208,435 | +165.3% | 5,952 | +183.0% | 0.16% | +121.6% |
| Q4 2022 | $455,489 | -2.3% | 2,103 | +16.8% | 0.07% | +124.2% |
| Q3 2021 | $466,000 | +24.3% | 1,800 | -69.0% | 0.03% | -10.8% |
| Q4 2014 | $375,000 | +37.4% | 5,800 | +52.6% | 0.04% | +428.6% |
| Q2 2014 | $273,000 | -57.9% | 3,800 | -53.7% | 0.01% | -56.2% |
| Q1 2014 | $649,000 | -64.4% | 8,208 | -64.8% | 0.02% | -92.7% |
| Q4 2013 | $1,822,000 | +102.9% | 23,335 | +106.0% | 0.22% | +812.5% |
| Q3 2013 | $898,000 | -22.0% | 11,326 | -23.7% | 0.02% | -20.0% |
| Q2 2013 | $1,151,000 | – | 14,839 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 64,083 | $7,450,000 | 11.14% |
| GOLDEN GATE PRIVATE EQUITY, INC. | 80,716 | $9,383,000 | 4.35% |
| Chicago Capital, LLC | 143,097 | $16,635,000 | 1.34% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,781,969 | $207,155,000 | 1.18% |
| AMERICAN CAPITAL MANAGEMENT INC | 201,792 | $23,458,000 | 1.14% |
| Copeland Capital Management, LLC | 156,443 | $18,187,000 | 1.11% |
| FCF Advisors LLC | 7,383 | $864,000 | 0.99% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,587,517 | $184,549,000 | 0.96% |
| ROYCE & ASSOCIATES LP | 515,691 | $59,949,000 | 0.82% |
| BAMCO INC /NY/ | 1,364,284 | $158,598,000 | 0.78% |