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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 |
|
|---|---|---|---|---|---|---|
| 501 |
TAM
501
Tucker Asset Management
Littleton,
Colorado
| – | -$14.8K | -44 | Closed |
|
| 502 |
LFA
502
LGT Financial Advisors
Dallas,
Texas
| – | -$7.75K | -23 | Closed |
|
| 503 |
BOJHT
503
Bank of Jackson Hole Trust
Jackson,
Wyoming
| – | -$4.04K | -12 | Closed |
|
| 504 |
504
Simplex Trading
Chicago,
Illinois
| – | -$3.46K | -11 | Closed |
|
| 505 |
HI
505
Horizon Investments
Charlotte,
North Carolina
| – | -$2.35K | -7 | Closed |
|
| 506 |
JFA
506
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$1.68K | -5 | Closed |
|
| 507 |
AFG
507
Albion Financial Group
Salt Lake City,
Utah
| – | -$674 | -2 | Closed |
|
| 508 |
CJ
508
Caitlin John
Brighton,
Michigan
| – | -$674 | -2 | Closed |
|
| 509 |
HWA
509
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$674 | -2 | Closed |
|
| 510 |
TFM
510
TFC Financial Management
Boston,
Massachusetts
| – | -$337 | -1 | Closed |
|
| 511 |
WCM
511
WealthTrak Capital Management
Virginia Beach,
Virginia
| – | -$337 | -1 | Closed |
|
| 512 |
HFS
512
Hantz Financial Services
Southfield,
Michigan
| – | +$315 | +1 | New |
|