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 | $369,865 | -75.8% | 1,579 | -79.8% | 0.00% | -77.8% |
| Q2 2023 | $1,529,542 | -63.0% | 7,801 | -61.7% | 0.01% | -64.0% |
| Q1 2023 | $4,135,112 | +596.1% | 20,367 | +152.4% | 0.02% | +127.3% |
| Q4 2016 | $594,000 | -66.4% | 8,070 | -63.8% | 0.01% | -65.6% |
| Q3 2016 | $1,766,000 | -47.4% | 22,280 | -45.8% | 0.03% | -54.3% |
| Q2 2016 | $3,360,000 | -38.6% | 41,080 | -33.7% | 0.07% | -39.7% |
| Q1 2016 | $5,473,000 | +18.6% | 62,000 | +8.0% | 0.12% | +26.1% |
| Q4 2015 | $4,616,000 | +345.1% | 57,405 | +344.3% | 0.09% | +338.1% |
| Q3 2015 | $1,037,000 | -38.8% | 12,920 | -39.3% | 0.02% | -34.4% |
| Q2 2015 | $1,694,000 | -54.5% | 21,300 | -57.1% | 0.03% | -49.2% |
| Q1 2015 | $3,719,000 | +217.1% | 49,645 | +174.0% | 0.06% | +215.0% |
| Q4 2014 | $1,173,000 | -76.4% | 18,120 | -75.2% | 0.02% | -75.9% |
| Q3 2014 | $4,965,000 | -12.3% | 73,121 | -7.3% | 0.08% | -11.7% |
| Q2 2014 | $5,662,000 | +29.4% | 78,851 | +42.4% | 0.09% | +28.8% |
| Q1 2014 | $4,377,000 | +45.5% | 55,386 | +43.8% | 0.07% | +62.2% |
| Q4 2013 | $3,008,000 | +43.8% | 38,514 | +45.9% | 0.04% | +28.6% |
| Q3 2013 | $2,092,000 | – | 26,393 | – | 0.04% | – |
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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% |