MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 148 filers reported holding MORNINGSTAR INC in Q4 2014. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $956 | +32.4% | 4,083 | +10.9% | 0.01% | +20.0% |
| Q2 2023 | $722 | -25.0% | 3,681 | -22.4% | 0.01% | -16.7% |
| Q1 2023 | $963 | -36.6% | 4,743 | -32.4% | 0.01% | -45.5% |
| Q4 2022 | $1,520 | -99.9% | 7,017 | -4.4% | 0.01% | 0.0% |
| Q3 2022 | $1,559,000 | +56.1% | 7,342 | +77.7% | 0.01% | +57.1% |
| Q2 2022 | $999,000 | -24.9% | 4,132 | -15.2% | 0.01% | 0.0% |
| Q1 2022 | $1,331,000 | -14.5% | 4,873 | +7.0% | 0.01% | 0.0% |
| Q4 2021 | $1,557,000 | +59.5% | 4,554 | +20.8% | 0.01% | +40.0% |
| Q3 2021 | $976,000 | +23.1% | 3,769 | +22.3% | 0.01% | +25.0% |
| Q2 2021 | $793,000 | +34.4% | 3,083 | +17.5% | 0.00% | +33.3% |
| Q1 2021 | $590,000 | +19.0% | 2,623 | +22.5% | 0.00% | 0.0% |
| Q4 2020 | $496,000 | +130.7% | 2,141 | +60.1% | 0.00% | +200.0% |
| Q3 2020 | $215,000 | -24.3% | 1,337 | -40.7% | 0.00% | -50.0% |
| Q3 2018 | $284,000 | -43.0% | 2,254 | -42.0% | 0.00% | -33.3% |
| Q2 2018 | $498,000 | +22.4% | 3,883 | -8.9% | 0.00% | 0.0% |
| Q1 2018 | $407,000 | -36.5% | 4,263 | -35.5% | 0.00% | -25.0% |
| Q4 2017 | $641,000 | +182.4% | 6,610 | +137.7% | 0.00% | +100.0% |
| Q2 2016 | $227,000 | +5.1% | 2,781 | +13.9% | 0.00% | +100.0% |
| Q1 2016 | $216,000 | +46.9% | 2,442 | +33.4% | 0.00% | 0.0% |
| Q4 2015 | $147,000 | -25.4% | 1,831 | -25.5% | 0.00% | -50.0% |
| Q3 2015 | $197,000 | +212.7% | 2,457 | +210.6% | 0.00% | – |
| Q2 2015 | $63,000 | +37.0% | 791 | +30.1% | 0.00% | – |
| Q1 2015 | $46,000 | +17.9% | 608 | +0.7% | 0.00% | – |
| Q4 2014 | $39,000 | -20.4% | 604 | -15.9% | 0.00% | – |
| Q3 2014 | $49,000 | -7.5% | 718 | -2.2% | 0.00% | – |
| Q2 2014 | $53,000 | -20.9% | 734 | -13.0% | 0.00% | -100.0% |
| Q1 2014 | $67,000 | 0.0% | 844 | -2.0% | 0.00% | 0.0% |
| Q4 2013 | $67,000 | -72.0% | 861 | -71.4% | 0.00% | -50.0% |
| Q3 2013 | $239,000 | +94.3% | 3,010 | +90.4% | 0.00% | +100.0% |
| Q2 2013 | $123,000 | – | 1,581 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |