JFS WEALTH ADVISORS, LLC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 3 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$5,388
+19.5%
230.0%0.00%
Q2 2023$4,510
+270.0%
23
+283.3%
0.00%
Q1 2023$1,219
-76.5%
6
-75.0%
0.00%
-100.0%
Q4 2022$5,198
-13.4%
24
-17.2%
0.00%0.0%
Q3 2022$6,000
+20.0%
29
+38.1%
0.00%0.0%
Q2 2022$5,000
+25.0%
21
+50.0%
0.00%
Q1 2022$4,000
+33.3%
14
+55.6%
0.00%
Q4 2021$3,00090.00%
Other shareholders
MORNINGSTAR INC shareholders Q4 2023
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 200,750$47,023,6806.06%
Select Equity Group, L.P. 3,598,908$843,008,2103.45%
Liontrust Investment Partners LLP 453,130$106,145,5191.70%
CEERA INVESTMENTS, LLC 12,456$2,917,6931.59%
AMERICAN CAPITAL MANAGEMENT INC 161,787$37,896,9871.46%
CRAMER ROSENTHAL MCGLYNN LLC 109,026$25,538,2501.43%
2Xideas AG 54,634$12,797,4681.42%
Alamar Capital Management, LLC 5,841$1,368,1901.29%
Kensington Investment Counsel, LLC 8,238$1,929,6691.20%
Covey Capital Advisors, LLC 3,439$805,5511.14%
View complete list of MORNINGSTAR INC shareholders