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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 |
|
|---|---|---|---|---|---|---|
| 126 |
OMCS
126
Old Mutual Customised Solutions
Pinelands,
South Africa
| $23K | +$20.8K | +300 | New |
|
| 127 |
KTC
127
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $21K | +$18.5K | +267 | New |
|
| 128 |
WRM
128
Westport Resources Management
Westport,
Connecticut
| $8K | +$6.79K | +98 | New |
|
| 129 |
FNBT
129
FineMark National Bank & Trust
Fort Myers,
Florida
| $4K | +$3.81K | +55 | New |
|
| 130 |
130
Parallax Volatility Advisers
San Francisco,
California
| $3K | +$2.63K | +38 | New |
|
| 131 |
SMA
131
Simply Money Advisors
Cincinnati,
Ohio
| $3K | +$3.05K | +44 | New |
|
| 132 |
LTFS
132
Ladenburg Thalmann Financial Services
Miami,
Florida
| $1K | +$485 | +7 | New |
|
| 133 |
MFS
133
MSI Financial Services
Springfield,
Massachusetts
| – | +$346 | +5 | New |
|