MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 170 filers reported holding MORNINGSTAR INC in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,038 | +273.3% | 41,691 | +1395.9% | 0.01% | +66.7% |
| Q2 2023 | $546 | -3.5% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $566 | -6.3% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $604 | -99.9% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $592,000 | -12.2% | 2,787 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $674,000 | -11.4% | 2,787 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $761,000 | -20.1% | 2,787 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $953,000 | +32.0% | 2,787 | 0.0% | 0.00% | +33.3% |
| Q3 2021 | $722,000 | +0.7% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $717,000 | +14.4% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $627,000 | -2.8% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $645,000 | +44.0% | 2,787 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $448,000 | +14.0% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $393,000 | +21.3% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $324,000 | -23.2% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $422,000 | +3.7% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $407,000 | +1.0% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $403,000 | +14.8% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $351,000 | -7.4% | 2,787 | -19.2% | 0.00% | -33.3% |
| Q4 2018 | $379,000 | -12.9% | 3,450 | -0.2% | 0.00% | 0.0% |
| Q3 2018 | $435,000 | -2.0% | 3,457 | -0.1% | 0.00% | 0.0% |
| Q2 2018 | $444,000 | +32.5% | 3,461 | -1.3% | 0.00% | +50.0% |
| Q1 2018 | $335,000 | -1.5% | 3,505 | +0.0% | 0.00% | 0.0% |
| Q4 2017 | $340,000 | +18.1% | 3,504 | +3.6% | 0.00% | 0.0% |
| Q3 2017 | $288,000 | +8.7% | 3,383 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $265,000 | +0.4% | 3,383 | +0.9% | 0.00% | 0.0% |
| Q1 2017 | $264,000 | +6.9% | 3,354 | -0.2% | 0.00% | 0.0% |
| Q4 2016 | $247,000 | -18.8% | 3,362 | -12.2% | 0.00% | 0.0% |
| Q3 2016 | $304,000 | -15.6% | 3,830 | -13.1% | 0.00% | -33.3% |
| Q2 2016 | $360,000 | -39.7% | 4,406 | -34.9% | 0.00% | -40.0% |
| Q1 2016 | $597,000 | +9.7% | 6,769 | -0.0% | 0.01% | 0.0% |
| Q4 2015 | $544,000 | +0.2% | 6,770 | +0.1% | 0.01% | 0.0% |
| Q3 2015 | $543,000 | -3.0% | 6,765 | -3.9% | 0.01% | 0.0% |
| Q2 2015 | $560,000 | +1.1% | 7,041 | -4.9% | 0.01% | 0.0% |
| Q1 2015 | $554,000 | +15.9% | 7,400 | +0.2% | 0.01% | +25.0% |
| Q4 2014 | $478,000 | -4.8% | 7,384 | -0.1% | 0.00% | 0.0% |
| Q3 2014 | $502,000 | -5.5% | 7,395 | -0.1% | 0.00% | 0.0% |
| Q2 2014 | $531,000 | -9.8% | 7,401 | -0.7% | 0.00% | -20.0% |
| Q1 2014 | $589,000 | +1.2% | 7,455 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $582,000 | -1.4% | 7,455 | +0.1% | 0.01% | 0.0% |
| Q3 2013 | $590,000 | +1.2% | 7,444 | -0.9% | 0.01% | 0.0% |
| Q2 2013 | $583,000 | – | 7,512 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 67,734 | $8,534,000 | 2.76% |
| Copeland Capital Management, LLC | 185,266 | $23,342,000 | 1.48% |
| Chicago Capital, LLC | 150,796 | $18,999,000 | 1.29% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,745,915 | $219,969,000 | 1.26% |
| AMERICAN CAPITAL MANAGEMENT INC | 212,805 | $26,811,000 | 1.24% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| FCF Advisors LLC | 11,624 | $1,465,000 | 1.13% |
| BAMCO INC /NY/ | 1,457,280 | $183,603,000 | 0.78% |
| ROYCE & ASSOCIATES LP | 540,320 | $68,075,000 | 0.58% |