Trek Financial, LLC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q1 2022$651,000
+5.9%
2,384
+32.5%
0.06%0.0%
Q4 2021$615,000
+7.1%
1,799
-18.8%
0.06%
-5.0%
Q3 2021$574,000
+2.1%
2,215
+1.4%
0.06%0.0%
Q2 2021$562,000
+30.1%
2,185
+13.9%
0.06%
+17.6%
Q1 2021$432,000
+37.1%
1,918
+41.1%
0.05%
+24.4%
Q4 2020$315,0001,3590.04%
Other shareholders
MORNINGSTAR INC shareholders Q2 2022
NameSharesValueWeighting ↓
PELHAM GLOBAL FINANCIALS LTD 127,326$32,737,00010.55%
Northern Right Capital Management, L.P. 61,108$15,711,0004.60%
Praesidium Investment Management Company, LLC 235,012$60,424,0003.22%
Select Equity Group, L.P. 3,636,995$935,107,785,0003.20%
CEERA INVESTMENTS, LLC 13,467$3,463,0002.63%
Regal Partners Ltd 78,784$20,256,0001.60%
Kensington Investment Counsel, LLC 8,971$2,307,0001.58%
AMERICAN CAPITAL MANAGEMENT INC 192,325$49,449,0001.38%
Yorktown Management & Research Co Inc 6,400$1,646,0001.29%
Stanley-Laman Group, Ltd. 33,594$8,637,0001.23%
View complete list of MORNINGSTAR INC shareholders