MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,667 | -26.1% | 37 | -50.0% | 0.00% | – |
Q2 2023 | $11,733 | +162.0% | 74 | +100.0% | 0.00% | – |
Q1 2023 | $4,478 | +7241.0% | 37 | -89.5% | 0.00% | -100.0% |
Q4 2022 | $61 | -99.9% | 351 | -3.0% | 0.00% | 0.0% |
Q3 2022 | $62,000 | 0.0% | 362 | -0.5% | 0.00% | 0.0% |
Q2 2022 | $62,000 | -7.5% | 364 | -10.1% | 0.00% | +100.0% |
Q1 2022 | $67,000 | +415.4% | 405 | +994.6% | 0.00% | – |
Q4 2021 | $13,000 | +30.0% | 37 | 0.0% | 0.00% | – |
Q3 2021 | $10,000 | 0.0% | 37 | -2.6% | 0.00% | – |
Q2 2021 | $10,000 | +25.0% | 38 | +2.7% | 0.00% | – |
Q1 2021 | $8,000 | -33.3% | 37 | -24.5% | 0.00% | – |
Q4 2020 | $12,000 | +50.0% | 49 | 0.0% | 0.00% | – |
Q3 2020 | $8,000 | +14.3% | 49 | 0.0% | 0.00% | -100.0% |
Q2 2020 | $7,000 | +40.0% | 49 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | -37.5% | 49 | -2.0% | 0.00% | 0.0% |
Q4 2019 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | – |
Q3 2019 | $7,000 | 0.0% | 50 | -7.4% | 0.00% | -100.0% |
Q1 2019 | $7,000 | -41.7% | 54 | -52.2% | 0.00% | 0.0% |
Q4 2018 | $12,000 | -52.0% | 113 | -42.3% | 0.00% | 0.0% |
Q3 2018 | $25,000 | +92.3% | 196 | +86.7% | 0.00% | 0.0% |
Q2 2018 | $13,000 | 0.0% | 105 | -24.5% | 0.00% | 0.0% |
Q1 2018 | $13,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $13,000 | +30.0% | 139 | +18.8% | 0.00% | – |
Q3 2017 | $10,000 | +11.1% | 117 | 0.0% | 0.00% | – |
Q2 2017 | $9,000 | 0.0% | 117 | 0.0% | 0.00% | – |
Q1 2017 | $9,000 | 0.0% | 117 | -3.3% | 0.00% | – |
Q4 2016 | $9,000 | -10.0% | 121 | -6.9% | 0.00% | -100.0% |
Q3 2016 | $10,000 | -9.1% | 130 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $11,000 | +57.1% | 130 | +140.7% | 0.00% | 0.0% |
Q1 2016 | $7,000 | -36.4% | 54 | -60.0% | 0.00% | 0.0% |
Q4 2015 | $11,000 | – | 135 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
GOLDEN GATE PRIVATE EQUITY, INC. | 67,734 | $8,534,000 | 2.76% |
Copeland Capital Management, LLC | 185,266 | $23,342,000 | 1.48% |
Chicago Capital, LLC | 150,796 | $18,999,000 | 1.29% |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,745,915 | $219,969,000 | 1.26% |
AMERICAN CAPITAL MANAGEMENT INC | 212,805 | $26,811,000 | 1.24% |
ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
FCF Advisors LLC | 11,624 | $1,465,000 | 1.13% |
BAMCO INC /NY/ | 1,457,280 | $183,603,000 | 0.78% |
ROYCE & ASSOCIATES LP | 540,320 | $68,075,000 | 0.58% |