GREAT VALLEY ADVISOR GROUP, INC. - MORNINGSTAR INC ownership

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
GREAT VALLEY ADVISOR GROUP, INC. ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q1 2022$205,000
-19.9%
7500.0%0.01%
-25.0%
Q4 2021$256,000
+20.2%
750
-20.8%
0.02%
-20.0%
Q1 2021$213,000
-72.4%
947
-71.6%
0.02%
-75.0%
Q4 2020$771,000
+31.6%
3,332
-8.8%
0.08%
+11.1%
Q3 2020$586,000
+0.5%
3,652
-11.7%
0.07%
-24.2%
Q2 2020$583,000
-22.1%
4,135
-35.7%
0.10%
-52.0%
Q1 2020$748,000
+56.5%
6,433
+103.6%
0.20%
+86.8%
Q4 2019$478,0003,1590.11%
Other shareholders
MORNINGSTAR INC shareholders Q1 2021
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 298,676$64,690,2356.58%
Select Equity Group, L.P. 3,945,781$854,616,7073.21%
CEERA INVESTMENTS, LLC 12,566$2,721,6701.72%
Alamar Capital Management, LLC 7,329$1,587,3961.63%
AMERICAN CAPITAL MANAGEMENT INC 184,448$39,949,5921.56%
Kensington Investment Counsel, LLC 8,913$1,930,4671.52%
Yorktown Management & Research Co Inc 4,700$1,017,9731.24%
Martin Capital Advisors, LLP 4,439$961,4431.08%
Covey Capital Advisors, LLC 3,026$655,4011.07%
2Xideas AG 46,401$10,049,9931.06%
View complete list of MORNINGSTAR INC shareholders