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Morningstar
MORN
MORN
217.65
USD
-1.16
0.53%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
217.65
0.00
0%
1 day
-0.53%
5 days
0.55%
1 month
12.12%
3 months
20.84%
6 months
19.38%
Year to date
3.44%
1 year
-16.69%
5 years
-18.38%
10 years
161.25%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 326 |
326
Wolverine Trading
Chicago,
Illinois
| – | -$269K | -1,047 | Closed |
|
| 327 |
BI
327
Berkeley Inc
Boise,
Idaho
| – | -$234K | -911 | Closed |
|
| 328 |
EWM
328
Evercore Wealth Management
New York
| – | -$228K | -887 | Closed |
|
| 329 |
AII
329
AGF Investments Inc
Toronto,
Ontario, Canada
| – | -$200K | -776 | Closed |
|
| 330 |
CFO
330
CVA Family Office
Denver,
Colorado
| – | -$59K | -228 | Closed |
|
| 331 |
AWA
331
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$8K | -35 | Closed |
|
| 332 |
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$9K | -35 | Closed |
|
| 333 |
SL
333
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$6K | -22 | Closed |
|
| 334 |
PFGIA
334
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$2K | -6 | Closed |
|