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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 |
|
|---|---|---|---|---|---|---|
| 351 |
BFM
351
Boothbay Fund Management
New York
| – | -$209K | -1,068 | Closed |
|
| 352 |
SWM
352
Spire Wealth Management
Mclean,
Virginia
| – | -$81.2K | -414 | Closed |
|
| 353 |
ME
353
McIlrath & Eck
Arlington,
Washington
| – | -$62.7K | -320 | Closed |
|
| 354 |
ACM
354
Aquatic Capital Management
Chicago,
Illinois
| – | -$59K | -300 | Closed |
|
| 355 |
CFO
355
CVA Family Office
Denver,
Colorado
| – | -$44.7K | -228 | Closed |
|
| 356 |
ODG
356
O'Dell Group
Cincinnati,
Ohio
| – | -$32.5K | -166 | Closed |
|
| 357 |
KI
357
Kapitalo Investimentos
Sao Paulo,
Brazil
| – | -$24.3K | -124 | Closed |
|
| 358 |
FDCC
358
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| – | -$3K | -13 | Closed |
|
| 359 |
BFEC
359
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -11 | Closed |
|
| 360 |
DI
360
Disciplined Investments
Tulsa,
Oklahoma
| – | -$1.18K | -6 | Closed |
|