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Morningstar Inc (NASDAQ:MORN)

83.20
Delayed Data
As of Apr 29
 -0.28 / -0.34%
Today’s Change
74.16
Today|||52-Week Range
89.44
+3.47%
Year-to-Date
Institutional investors purchased a net $175.6 thousand shares of MORN during the quarter ended March 2016. This may signal that the smart money is gaining interest in this company as the 47.76% of shares outstanding that institutional investors hold is actually below the Financial Publishing/Services industry average.
Individual stakeholders79.78%
Other institutional26.29%
Mutual fund holders21.47%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016DENALI ADVISORS LLC  Bought 44.4 Thousand shares of Morningstar Inc
3/31/2016RUSSELL INVESTMENT MANAGEMENT CO...  Bought 19.6 Thousand shares of Morningstar Inc
3/31/2016BOSTON ADVISORS LLC  Bought 14.1 Thousand shares of Morningstar Inc

Top 10 Owners of Morningstar Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance Management8.41%3,609,678318,626,277-339,662-8.60%
Atlanta Capital Management Co. LL...7.82%3,355,728296,210,111-994,323-22.86%
BAMCO, Inc.3.82%1,636,974144,495,695+107,416+7.02%
Àshe Capital Management LP2.92%1,254,334110,720,06200.00%
The Vanguard Group, Inc.2.89%1,241,900109,622,513+23,199+1.90%
Royce & Associates LLC2.77%1,189,596105,005,639-355,102-22.99%
BlackRock Fund Advisors1.56%668,70059,026,149+54,995+8.96%
JPMorgan Investment Management, I...1.49%640,66656,551,588-17,842-2.71%
Renaissance Technologies LLC1.22%521,70046,050,459+99,500+23.57%
Lazard Asset Management LLC0.90%386,78434,141,424+72,184+22.94%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.70%2,017,227178,060,62700.00%
Baron Growth Fund2.87%1,229,325108,512,518+103,609+9.20%
Royce Premier Fund1.48%636,70056,201,509-106,000-14.27%
JPMorgan Small Cap Equity Fund1.11%474,18441,856,222+12,044+2.61%
Vanguard Small Cap Index Fund0.90%388,03934,252,203+28,533+7.94%
Vanguard Total Stock Market Index...0.82%349,93330,888,586+6,339+1.84%
Royce Pennsylvania Mutual Fund0.61%260,49522,993,894-30,200-10.39%
Vanguard Small Cap Growth Index F...0.55%234,17520,670,627+16,570+7.61%
Vanguard Extended Market Index Fu...0.51%218,62819,298,294+4,011+1.87%
Government Pension Fund - Global ...0.46%197,72217,452,921-11,095-5.31%