CVA Family Office, LLC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
CVA Family Office, LLC ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q2 2023$44,704
-3.4%
2280.0%0.01%
-10.0%
Q1 2023$46,291
-6.3%
2280.0%0.01%
-16.7%
Q4 2022$49,383
+2.9%
2280.0%0.01%
-7.7%
Q3 2022$48,000
-12.7%
2280.0%0.01%
-13.3%
Q2 2022$55,000
-11.3%
2280.0%0.02%0.0%
Q1 2022$62,000
-20.5%
2280.0%0.02%
-21.1%
Q4 2021$78,000
+32.2%
2280.0%0.02%
+11.8%
Q2 2021$59,0002280.02%
Other shareholders
MORNINGSTAR INC shareholders Q3 2022
NameSharesValueWeighting ↓
GOLDEN GATE PRIVATE EQUITY, INC. 68,300$6,623,0005.57%
ATLANTA CAPITAL MANAGEMENT CO L L C 3,128,600$303,380,0001.59%
Palo Capital, Inc. 33,938$3,291,0001.47%
AMERICAN CAPITAL MANAGEMENT INC 208,560$20,224,0001.22%
Copeland Capital Management, LLC 159,314$15,449,0000.98%
Sapphire Star Partners LP 7,056$684,0000.81%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 881,216$85,452,0000.69%
BAMCO INC /NY/ 1,504,371$145,879,0000.67%
Zebra Capital Management LLC 16,384$1,589,0000.54%
Force Capital Management LLC 4,715$457,0000.48%
View complete list of MORNINGSTAR INC shareholders