GREAT VALLEY ADVISOR GROUP, INC. - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.

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 Q2 2021
NameSharesValueWeighting ↓
GOLDEN GATE PRIVATE EQUITY, INC. 68,500$8,624,0002.82%
Chicago Capital, LLC 156,642$19,721,0001.36%
ATLANTA CAPITAL MANAGEMENT CO L L C 2,261,872$284,770,0001.32%
Palo Capital, Inc. 28,629$3,604,0001.30%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,752,226$220,605,0001.29%
AMERICAN CAPITAL MANAGEMENT INC 214,850$27,050,0001.18%
Force Capital Management LLC 9,349$1,177,0001.18%
Copeland Capital Management, LLC 145,246$18,287,0001.11%
Sapphire Star Partners LP 7,916$997,0001.00%
BAMCO INC /NY/ 1,457,606$183,513,0000.76%
View complete list of MORNINGSTAR INC shareholders