SRS Capital Advisors, Inc. - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 335 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q2 2024$2,367
+155.6%
8
+166.7%
0.00%
Q1 2024$926
+7.8%
30.0%0.00%
Q4 2023$859
+265.5%
3
+200.0%
0.00%
Q3 2023$235
-70.1%
1
-75.0%
0.00%
Q2 2023$785
+92.9%
4
+100.0%
0.00%
Q1 2023$407
-6.0%
20.0%0.00%
Q4 2022$433
-85.6%
2
-81.8%
0.00%
Q1 2022$3,000110.00%
Other shareholders
MORNINGSTAR INC shareholders Q1 2022
NameSharesValueWeighting ↓
ATLANTA CAPITAL MANAGEMENT CO L L C 4,028,063$319,264,0002.26%
TAMRO Capital Partners LLC 560,850$44,453,0001.84%
AMERICAN CAPITAL MANAGEMENT INC 146,785$11,634,0001.56%
Conestoga Capital Advisors, LLC 208,903$16,558,0001.42%
KORNITZER CAPITAL MANAGEMENT INC /KS 1,223,127$96,945,0001.13%
BAMCO INC /NY/ 1,693,170$134,201,0000.62%
ROYCE & ASSOCIATES LP 1,832,953$145,280,0000.43%
YHB Investment Advisors, Inc. 15,105$1,197,0000.35%
SENTINEL ASSET MANAGEMENT, INC. 183,430$14,539,0000.30%
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 23,000$1,823,0000.28%
View complete list of MORNINGSTAR INC shareholders