CREATIVE FINANCIAL DESIGNS INC /ADV - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$14,757
+19.5%
630.0%0.00%
+100.0%
Q2 2023$12,352
-3.4%
630.0%0.00%
-50.0%
Q1 2023$12,791
-6.3%
630.0%0.00%0.0%
Q4 2022$13,645
+36.4%
63
+31.2%
0.00%0.0%
Q3 2022$10,000
+25.0%
48
+45.5%
0.00%
+100.0%
Q2 2022$8,000
-11.1%
330.0%0.00%0.0%
Q1 2022$9,000
-18.2%
330.0%0.00%
-50.0%
Q4 2021$11,000
+22.2%
330.0%0.00%
+100.0%
Q3 2021$9,000
+12.5%
330.0%0.00%0.0%
Q2 2021$8,000
+14.3%
330.0%0.00%0.0%
Q1 2021$7,000
-12.5%
330.0%0.00%
-50.0%
Q4 2020$8,000
+60.0%
330.0%0.00%
+100.0%
Q3 2020$5,0000.0%330.0%0.00%
-50.0%
Q2 2020$5,000330.00%
Q4 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2018$4,0000.0%330.0%0.00%0.0%
Q2 2018$4,000
+33.3%
330.0%0.00%0.0%
Q1 2018$3,0000.0%330.0%0.00%0.0%
Q4 2017$3,0000.0%330.0%0.00%0.0%
Q3 2017$3,0000.0%330.0%0.00%0.0%
Q2 2017$3,0000.0%330.0%0.00%0.0%
Q1 2017$3,000
+50.0%
330.0%0.00%0.0%
Q4 2016$2,000330.00%
Other shareholders
MORNINGSTAR INC shareholders Q3 2021
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 200,750$47,023,6806.06%
Select Equity Group, L.P. 3,598,908$843,008,2103.45%
Liontrust Investment Partners LLP 453,130$106,145,5191.70%
CEERA INVESTMENTS, LLC 12,456$2,917,6931.59%
AMERICAN CAPITAL MANAGEMENT INC 161,787$37,896,9871.46%
CRAMER ROSENTHAL MCGLYNN LLC 109,026$25,538,2501.43%
2Xideas AG 54,634$12,797,4681.42%
Alamar Capital Management, LLC 5,841$1,368,1901.29%
Kensington Investment Counsel, LLC 8,238$1,929,6691.20%
Covey Capital Advisors, LLC 3,439$805,5511.14%
View complete list of MORNINGSTAR INC shareholders