Morningstar Inc (NASDAQ:MORN)

During the Trading Day
79.31 -1.15 / -1.43%
As of 4:00pm ET
Day’s Change
During After-Hours   Switch to standard view »
79.31 0.00 / 0.00%
 
Volume: 731.00
Institutional investors purchased a net $67.7 thousand shares of MORN during the quarter ended March 2015. This may signal that the smart money is gaining interest in this company as the 40.60% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders77.46%
Mutual fund holders23.92%
Other institutional16.68%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

5/31/2015AMUNDI SMITH BREEDEN LLC  Bought 3.5 Thousand shares of Morningstar Inc
4/30/2015FIL GESTION SASU  Bought 372.00 shares of Morningstar Inc
5/29/2015STATE STREET GLOBAL ADVISORS LTD...  Sold 46.00 shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Atlanta Capital Management Co. LL...9.88%4,387,021339,116,723-105,306-2.34%
Royce & Associates LLC3.75%1,666,008128,782,418-97,585-5.53%
BAMCO, Inc.3.67%1,628,176125,858,005-2,321-0.14%
The Vanguard Group, Inc.2.87%1,271,92898,320,034+58,723+4.84%
Àshe Capital Management LLC2.83%1,254,33496,960,018+24,890+2.02%
JPMorgan Investment Management, I...1.55%687,04653,108,656+33,695+5.16%
BlackRock Fund Advisors1.39%616,77747,676,862-1,870-0.30%
Epoch Investment Partners, Inc.1.05%467,78836,160,012+58,585+14.32%
Managed Account Advisors LLC0.92%408,34031,564,682-16,784-3.95%
Renaissance Technologies LLC0.88%388,60030,038,780-27,673-6.65%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.40%2,843,529219,804,79200.00%
Baron Growth Fund2.74%1,215,85993,985,901+89,294+7.93%
Royce Premier Fund2.58%1,147,50088,701,75000.00%
JPMorgan Small Cap Equity Fund1.19%526,00240,659,95500.00%
Vanguard Small Cap Index Fund0.84%373,65928,883,841+2,884+0.78%
Vanguard Total Stock Market Index...0.83%367,26128,389,275-888-0.24%
Royce Pennsylvania Mutual Fund0.79%349,39527,008,234-93,005-21.02%
Janus Perkins Small Cap Value Fun...0.71%316,03324,429,351+64,310+25.55%
Vanguard Small Cap Growth Index F...0.54%240,75118,610,052-373-0.15%
Government Pension Fund - Global ...0.47%208,81716,141,554+14,467+7.44%

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