MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 177 filers reported holding MORNINGSTAR INC in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $825 | -4.0% | 2,787 | 0.0% | 0.00% | -25.0% |
Q1 2024 | $859 | +7.6% | 2,787 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $798 | -60.8% | 2,787 | -93.3% | 0.00% | -20.0% |
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 ↓ |
---|---|---|---|
ATLANTA CAPITAL MANAGEMENT CO L L C | 4,028,063 | $319,264,000 | 2.26% |
TAMRO Capital Partners LLC | 560,850 | $44,453,000 | 1.84% |
AMERICAN CAPITAL MANAGEMENT INC | 146,785 | $11,634,000 | 1.56% |
Conestoga Capital Advisors, LLC | 208,903 | $16,558,000 | 1.42% |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1,223,127 | $96,945,000 | 1.13% |
BAMCO INC /NY/ | 1,693,170 | $134,201,000 | 0.62% |
ROYCE & ASSOCIATES LP | 1,832,953 | $145,280,000 | 0.43% |
YHB Investment Advisors, Inc. | 15,105 | $1,197,000 | 0.35% |
SENTINEL ASSET MANAGEMENT, INC. | 183,430 | $14,539,000 | 0.30% |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 23,000 | $1,823,000 | 0.28% |