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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 |
|
|---|---|---|---|---|---|---|
| 151 |
MPWT
151
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $7.88K | – | – | – |
|
| 152 |
152
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6K | +$6.12K | +75 | New |
|
| 153 |
DSC
153
Duncker Streett & Co
St. Louis,
Missouri
| $5K | – | – | – |
|
| 154 |
154
Creative Planning
Overland Park,
Kansas
| $5K | +$5.22K | +64 | New |
|
| 155 |
NFG
155
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
| 156 |
S
156
SignatureFD
Atlanta,
Georgia
| $1K | – | – | – |
|
| 157 |
157
Federated Hermes
Pittsburgh,
Pennsylvania
| $1K | +$163 | +2 | New |
|
| 158 |
CCP
158
Clarkston Capital Partners
Rochester,
Michigan
| – | -$2.03M | -25,500 | Closed |
|
| 159 |
WI
159
WBI Investments
Red Bank,
New Jersey
| – | -$1.68M | -21,097 | Closed |
|
| 160 |
160
American Century Companies
Kansas City,
Missouri
| – | -$1.18M | -14,827 | Closed |
|
| 161 |
QI
161
Quotient Investors
New York
| – | -$650K | -8,177 | Closed |
|
| 162 |
IRF
162
IBM Retirement Fund
Armonk,
New York
| – | -$352K | -4,428 | Closed |
|
| 163 |
RBC
163
Ronald Blue & Co
Roswell,
Georgia
| – | -$207K | -2,608 | Closed |
|