MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 172 filers reported holding MORNINGSTAR INC in Q4 2016. The put-call ratio across all filers is 0.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $208,000 | -11.5% | 861 | -0.1% | 0.04% | +11.4% |
| Q1 2022 | $235,000 | +1466.7% | 862 | +753.5% | 0.04% | +600.0% |
| Q2 2019 | $15,000 | +15.4% | 101 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +18.2% | 101 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | -15.4% | 101 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $13,000 | 0.0% | 101 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $13,000 | +30.0% | 101 | 0.0% | 0.01% | +66.7% |
| Q1 2018 | $10,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 101 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $9,000 | +12.5% | 101 | 0.0% | 0.00% | +33.3% |
| Q2 2017 | $8,000 | -50.0% | 101 | -53.2% | 0.00% | -57.1% |
| Q1 2017 | $16,000 | +300.0% | 216 | +369.6% | 0.01% | +250.0% |
| Q3 2016 | $4,000 | 0.0% | 46 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $4,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $4,000 | – | 46 | – | 0.00% | – |
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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% |