WEST PACES ADVISORS INC. - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 389 filers reported holding MORNINGSTAR INC in Q2 2024. The put-call ratio across all filers is 1.42 and the average weighting 0.1%.

Quarter-by-quarter ownership
WEST PACES ADVISORS INC. ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q2 2024$2,959
-4.1%
100.0%0.00%0.0%
Q1 2024$3,084
-44.6%
10
-56.5%
0.00%
-50.0%
Q2 2022$5,562
-11.5%
230.0%0.00%0.0%
Q1 2022$6,283
-20.1%
230.0%0.00%0.0%
Q4 2021$7,866
+51.8%
23
+15.0%
0.00%0.0%
Q3 2021$5,181
+0.8%
200.0%0.00%0.0%
Q2 2021$5,142200.00%
Other shareholders
MORNINGSTAR INC shareholders Q2 2024
NameSharesValueWeighting ↓
ATLANTA CAPITAL MANAGEMENT CO L L C 4,028,063$319,264,0002.26%
TAMRO Capital Partners LLC 560,850$44,453,0001.84%
AMERICAN CAPITAL MANAGEMENT INC 146,785$11,634,0001.56%
Conestoga Capital Advisors, LLC 208,903$16,558,0001.42%
KORNITZER CAPITAL MANAGEMENT INC /KS 1,223,127$96,945,0001.13%
BAMCO INC /NY/ 1,693,170$134,201,0000.62%
ROYCE & ASSOCIATES LP 1,832,953$145,280,0000.43%
YHB Investment Advisors, Inc. 15,105$1,197,0000.35%
SENTINEL ASSET MANAGEMENT, INC. 183,430$14,539,0000.30%
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 23,000$1,823,0000.28%
View complete list of MORNINGSTAR INC shareholders