| 74.95 |  -0.17 / -0.23% |
Data as of 4:00pm ET | Day’s Change |
| 74.95 |  0.00 / 0.00% |
Volume: 1.2K |
| Individual stakeholders | 74.25% |
| Mutual fund holders | 30.31% |
| Other institutional | 14.28% |
| 3/31/2013 | ATLANTA CAPITAL MANAGEMENT CO. L... Bought 246.1 Thousand shares of Morningstar Inc |
| 3/31/2013 | WELLS FARGO ADVISORS LLC Bought 111.6 Thousand shares of Morningstar Inc |
| 3/31/2013 | FIDELITY MANAGEMENT & RESEARCH C... Bought 47.0 Thousand shares of Morningstar Inc |
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Atlanta Capital Management Co. LL... | 8.21% | 3,816,793 | 262,519,023 | +246,058 | +6.89% |
| Morgan Stanley Investment Managem... | 5.89% | 2,738,043 | 188,322,598 | -254,091 | -8.49% |
| Royce & Associates LLC | 4.12% | 1,915,779 | 131,767,280 | -107,099 | -5.29% |
| BAMCO, Inc. | 3.64% | 1,691,464 | 116,338,894 | -20,866 | -1.22% |
| Kornitzer Capital Management, Inc... | 2.97% | 1,379,104 | 94,854,773 | -5,550 | -0.40% |
| The Vanguard Group, Inc. | 2.59% | 1,204,109 | 82,818,617 | -87,609 | -6.78% |
| BlackRock Fund Advisors | 1.60% | 745,703 | 51,289,452 | -15,123 | -1.99% |
| Champlain Investment Partners LLC | 1.50% | 697,580 | 47,979,552 | -80,410 | -10.34% |
| TAMRO Capital Partners LLC | 1.19% | 554,956 | 38,169,874 | +16,397 | +3.04% |
| T. Rowe Price Associates, Inc. | 1.11% | 515,244 | 35,438,482 | -6,000 | -1.15% |
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Eaton Vance Atlanta Capital SMID ... | 4.38% | 2,037,620 | 140,147,504 | +197,158 | +10.71% |
| Morgan Stanley Instl. Fund-Mid Ca... | 3.16% | 1,468,134 | 100,978,257 | -73,523 | -4.77% |
| Royce Premier Fund | 2.87% | 1,333,206 | 91,697,909 | 0 | 0.00% |
| Baron Growth Fund | 2.65% | 1,230,835 | 84,656,831 | +20,835 | +1.72% |
| Buffalo Small Cap Fund | 1.87% | 868,150 | 59,711,357 | 0 | 0.00% |
| T Rowe Price New Horizons Fund | 1.44% | 669,117 | 46,021,867 | 0 | 0.00% |
| Royce Pennsylvania Mutual Fund | 1.18% | 546,800 | 37,608,904 | 0 | 0.00% |
| Morgan Stanley Instl. Fund-Small ... | 0.77% | 358,717 | 24,672,555 | -41,510 | -10.37% |
| JPMorgan Small Cap Equity Fund | 0.74% | 344,752 | 23,712,043 | +11,324 | +3.40% |
| Vanguard Total Stock Market Index... | 0.70% | 325,681 | 22,400,339 | -576 | -0.18% |
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