Morningstar Inc (NASDAQ:MORN)

75.39
Delayed Data
As of Mar 27
 +0.28 / +0.37%
Today’s Change
61.03
Today|||52-Week Range
80.00
+16.50%
Year-to-Date
Institutional investors purchased a net $828.2 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 40.56% of the shares outstanding that institutional investors hold is among the lowest in the Financial Publishing/Services industry.
Individual stakeholders77.52%
Mutual fund holders23.61%
Other institutional16.95%

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...10.13%4,492,327335,352,211-54,959-1.21%
Royce & Associates LLC3.98%1,763,593131,652,217-1,960-0.11%
BAMCO, Inc.3.68%1,630,497121,716,601-2,492-0.15%
Àshe Capital Management LLC2.77%1,229,44491,777,995+1,229,444--
The Vanguard Group, Inc.2.74%1,213,20590,565,753+11,546+0.96%
JPMorgan Investment Management, I...1.47%653,35148,772,652+57,393+9.63%
BlackRock Fund Advisors1.40%618,64746,181,999-16,613-2.62%
Managed Account Advisors LLC0.96%425,12431,735,507+16,113+3.94%
T. Rowe Price Associates, Inc.0.95%420,79431,412,272-131,600-23.82%
Renaissance Technologies LLC0.94%416,27331,074,779-16,727-3.86%

Top 10 Mutual Funds Holding Morningstar Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio6.41%2,843,529212,269,44000.00%
Royce Premier Fund2.59%1,147,50085,660,87500.00%
Baron Growth Fund2.54%1,126,56584,098,077-17,765-1.55%
JPMorgan Small Cap Equity Fund1.14%507,16137,859,569+14,620+2.97%
Royce Pennsylvania Mutual Fund1.00%442,40033,025,16000.00%
Vanguard Total Stock Market Index...0.83%366,99227,395,953+3,891+1.07%
Vanguard Small Cap Index Fund0.81%357,15526,661,621+6,269+1.79%
T Rowe Price New Horizons Fund0.75%330,31724,658,164-111,300-25.20%
Janus Perkins Small Cap Value Fun...0.57%251,72318,791,122+41,134+19.53%
Vanguard Small Cap Growth Index F...0.53%233,11817,402,259+3,519+1.53%

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