Morningstar Inc (NASDAQ:MORN)

74.90
Delayed Data
As of Mar 02
 +0.25 / +0.33%
Today’s Change
61.03
Today|||52-Week Range
83.58
+15.75%
Year-to-Date
Institutional investors purchased a net $828.7 thousand shares of MORN during the quarter ended December 2014. This may signal that the smart money is gaining interest in this company as the 40.30% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders77.14%
Mutual fund holders23.88%
Other institutional16.42%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014ÀSHE CAPITAL MANAGEMENT LLC  Bought 1.2 Million shares of Morningstar Inc
12/31/2014CONFLUENCE INVESTMENT MANAGEMENT...  Bought 73.3 Thousand shares of Morningstar Inc
12/31/2014JPMORGAN INVESTMENT MANAGEMENT, ...  Bought 57.4 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%4,492,327299,144,055-54,959-1.21%
Royce & Associates LLC3.96%1,763,593117,437,658-1,960-0.11%
BAMCO, Inc.3.66%1,630,497108,574,795-2,492-0.15%
Àshe Capital Management LLC2.76%1,229,44481,868,676+1,229,444--
The Vanguard Group, Inc.2.72%1,213,20580,787,321+11,546+0.96%
JPMorgan Investment Management, I...1.47%653,35143,506,643+57,393+9.63%
BlackRock Fund Advisors1.39%618,64741,195,704-16,613-2.62%
Managed Account Advisors LLC0.95%425,12428,309,007+16,113+3.94%
T. Rowe Price Associates, Inc.0.94%420,79428,020,672-131,600-23.82%
Renaissance Technologies LLC0.93%416,27327,719,619-16,727-3.86%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.38%2,843,529189,350,59600.00%
Royce Premier Fund2.57%1,147,50076,412,02500.00%
Baron Growth Fund2.53%1,126,56575,017,963-17,765-1.55%
JPMorgan Small Cap Equity Fund1.11%492,54132,798,305+27,528+5.92%
Royce Pennsylvania Mutual Fund0.99%442,40029,459,41600.00%
Vanguard Total Stock Market Index...0.81%363,10124,178,896+10,751+3.05%
Vanguard Small Cap Index Fund0.80%357,15523,782,951+6,269+1.79%
T Rowe Price New Horizons Fund0.74%330,31721,995,809-111,300-25.20%
Janus Perkins Small Cap Value Fun...0.56%251,72316,762,235+41,134+19.53%
Vanguard Small Cap Growth Index F...0.52%233,11815,523,328+3,519+1.53%

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