Morningstar Inc (NASDAQ:MORN)

67.59
Data as of 1:54pm ET
 +1.22 / +1.85%
Today’s Change
61.03
Today|||52-Week Range
85.97
-13.44%
Year-to-Date
Institutional investors purchased a net $15.0 thousand shares of MORN during the quarter ended September 2014. This may signal that the smart money is gaining interest in this company as the 40.51% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders77.16%
Mutual fund holders24.36%
Other institutional16.15%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014CONFLUENCE INVESTMENT MANAGEMENT...  Bought 17.8 Thousand shares of Morningstar Inc
9/30/2014AMERICAN CAPITAL MANAGEMENT, INC...  Bought 16.2 Thousand shares of Morningstar Inc
9/30/2014KAMES CAPITAL PLC  Bought 4.5 Thousand shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Atlanta Capital Management Co. LL...10.08%4,509,733306,210,871+263,116+6.20%
Royce & Associates LLC3.94%1,762,353119,663,769-300-0.02%
BAMCO, Inc.3.69%1,651,381112,128,770-6,538-0.39%
The Vanguard Group, Inc.2.70%1,207,97982,021,774-18,841-1.54%
Kornitzer Capital Management, Inc...2.23%996,16967,639,875-192,475-16.19%
T. Rowe Price Associates, Inc.1.80%805,04454,662,488-123,100-13.26%
BlackRock Fund Advisors1.46%654,15944,417,396-47,828-6.81%
JPMorgan Investment Management, I...1.16%518,64835,216,199+53,320+11.46%
William Blair & Co. LLC (Investme...0.94%418,57728,421,378-1,821-0.43%
Managed Account Advisors LLC0.92%410,12227,847,284-11,596-2.75%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.08%2,718,605184,593,280+109,632+4.20%
Royce Premier Fund2.57%1,147,50077,915,250-24,000-2.05%
Baron Growth Fund2.56%1,144,33077,700,007-17,068-1.47%
Buffalo Small Cap Fund1.65%736,10049,981,190-132,050-15.21%
Royce Pennsylvania Mutual Fund0.99%442,40030,038,96000.00%
T Rowe Price New Horizons Fund0.99%441,61729,985,794-157,200-26.25%
JPMorgan Small Cap Equity Fund0.94%421,41328,613,943+4,700+1.13%
Vanguard Small Cap Index Fund0.78%349,03723,699,612+1,381+0.40%
Vanguard Total Stock Market Index...0.75%335,27922,765,444+2,633+0.79%
Vanguard Small Cap Growth Index F...0.53%236,21816,039,202-5,394-2.23%

To view my watchlist

Not a member yet?

Sign up now for a free account

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2014 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2014. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2014 and/or its affiliates.