FIDUCIARY TRUST CO - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.

Quarter-by-quarter ownership
FIDUCIARY TRUST CO ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$308,494
+12.9%
1,317
-5.5%
0.01%
+20.0%
Q2 2023$273,321
+9.4%
1,394
+13.3%
0.01%0.0%
Q1 2023$249,726
-52.0%
1,230
-48.8%
0.01%
-50.0%
Q4 2022$520,032
-2.1%
2,401
-4.0%
0.01%
-9.1%
Q3 2022$531,000
-10.5%
2,501
+2.0%
0.01%
-8.3%
Q2 2022$593,000
-2.6%
2,451
+9.9%
0.01%
+9.1%
Q1 2022$609,000
-20.2%
2,2310.0%0.01%
-15.4%
Q4 2021$763,000
+27.4%
2,231
-3.6%
0.01%
+18.2%
Q3 2021$599,000
+65.0%
2,314
+64.0%
0.01%
+57.1%
Q2 2021$363,0001,4110.01%
Other shareholders
MORNINGSTAR INC shareholders Q3 2023
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