MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 182 filers reported holding MORNINGSTAR INC in Q4 2017. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $36,000 | +9.1% | 252 | -17.1% | 0.00% | 0.0% |
| Q4 2018 | $33,000 | -17.5% | 304 | -5.0% | 0.00% | +50.0% |
| Q3 2018 | $40,000 | -14.9% | 320 | -13.3% | 0.00% | -33.3% |
| Q2 2018 | $47,000 | +4.4% | 369 | -21.8% | 0.00% | -25.0% |
| Q1 2018 | $45,000 | +87.5% | 472 | +85.1% | 0.00% | +33.3% |
| Q4 2017 | $24,000 | +84.6% | 255 | +57.4% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | +30.0% | 162 | +24.6% | 0.00% | -25.0% |
| Q2 2017 | $10,000 | -44.4% | 130 | -47.6% | 0.00% | +100.0% |
| Q4 2016 | $18,000 | +5.9% | 248 | +10.2% | 0.00% | 0.0% |
| Q3 2016 | $17,000 | +54.5% | 225 | +66.7% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | +83.3% | 135 | +73.1% | 0.00% | +100.0% |
| Q1 2016 | $6,000 | -25.0% | 78 | -17.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | – | 94 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |