JANICZEK WEALTH MANAGEMENT, LLC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
JANICZEK WEALTH MANAGEMENT, LLC ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$11,244
+2.4%
48
-14.3%
0.00%0.0%
Q2 2023$10,980
-31.6%
56
-27.3%
0.00%
-40.0%
Q1 2023$16,058
-59.1%
77
-53.0%
0.01%
-54.5%
Q4 2022$39,231
+26.6%
164
+13.1%
0.01%
+10.0%
Q3 2022$31,000
-39.2%
145
-27.5%
0.01%
-33.3%
Q2 2022$51,000
-37.0%
200
-32.9%
0.02%
-31.8%
Q1 2022$81,000
-11.0%
298
+12.0%
0.02%
-18.5%
Q4 2021$91,000
+37.9%
266
+5.1%
0.03%
+17.4%
Q3 2021$66,000
+8.2%
253
+6.3%
0.02%
+4.5%
Q2 2021$61,000
+19.6%
238
+5.8%
0.02%
+10.0%
Q1 2021$51,000
+15.9%
225
+19.7%
0.02%
-4.8%
Q4 2020$44,000
+340.0%
188
+213.3%
0.02%
+320.0%
Q3 2020$10,000600.01%
Other shareholders
MORNINGSTAR INC shareholders Q3 2020
NameSharesValueWeighting ↓
PELHAM GLOBAL FINANCIALS LTD 96,126$32,874,00014.56%
Northern Right Capital Management, L.P. 54,997$18,808,0005.69%
Engle Capital Management, L.P. 69,609$23,806,0004.81%
Select Equity Group, L.P. 4,850,288$1,658,750,0004.52%
Praesidium Investment Management Company, LLC 226,512$77,465,0004.35%
Regal Partners Ltd 72,810$24,900,0002.99%
CEERA INVESTMENTS, LLC 13,217$4,520,0002.34%
BTG Pactual Global Asset Management Ltd 8,427$2,882,0002.06%
Alamar Capital Management, LLC 8,359$2,859,0002.06%
Kensington Investment Counsel, LLC 9,980$3,413,0001.99%
View complete list of MORNINGSTAR INC shareholders