MORN
Morningstar, Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Copeland Capital Management, Llc | $63.4M | 333.6K | 1.22% | +45.3% |
Confluence Investment Management Llc | $28.4M | 149.4K | 0.47% | -10.2% |
Chicago Capital, Llc | $11.5M | 60.4K | 0.27% | -0.9% |
State Of Alaska, Department Of Revenue | $4.4M | 23.4K | 0.04% | -1.5% |
Ghp Investment Advisors, Inc. | $4.3M | 22.8K | 0.16% | +24.4% |
Wealth Enhancement Advisory Services, Llc | $3.5M | 18.8K | 0.01% | +0.7% |
Y-Intercept (Hong Kong) Ltd | $2.7M | 14.4K | 0.06% | -45.4% |
Td Waterhouse Canada Inc. | $2.5M | 13.0K | 0.01% | +2895.6% |
Bright Rock Capital Management, Llc | $1.4M | 7.5K | 0.27% | Unchanged |
Atria Investments, Inc | $1.3M | 6.9K | 0.01% | +175.6% |
Martin Capital Advisors, Llp | $777K | 4.1K | 0.40% | -2.8% |
Yhb Investment Advisors, Inc. | $397K | 2.1K | 0.03% | -11.8% |
Krilogy Financial Llc | $384K | 1.9K | 0.01% | -6.6% |
Northcrest Asset Manangement, Llc | $300K | 1.5K | 0.01% | +2.7% |
Curated Wealth Partners Llc | $263K | 1.4K | 0.02% | New Position |
Essential Partners Llc | $141K | 743 | 0.06% | -44.2% |
Versant Capital Management, Inc | $138K | 726 | 0.01% | -25.1% |
Farther Finance Advisors, Llc | $124K | 652 | 0.00% | +43.6% |
Ifp Advisors, Inc | $77K | 403 | 0.00% | +27.9% |
Gamma Investing Llc | $69K | 365 | 0.00% | -13.1% |
True Wealth Design, Llc | $47K | 247 | 0.01% | -20.8% |
Fortitude Family Office, Llc | $44K | 234 | 0.01% | +260.0% |
Grove Bank & Trust | $30K | 158 | 0.00% | Unchanged |
Massmutual Private Wealth & Trust, Fsb | $23K | 119 | 0.00% | -15.6% |
Elevation Wealth Partners, Llc | $21K | 109 | 0.01% | -14.8% |
Cedar Mountain Advisors, Llc | $15K | 78 | 0.00% | +1.3% |
Activest Wealth Management | $14K | 72 | 0.00% | +38.5% |
Corecap Advisors, Llc | $14K | 72 | 0.00% | +620.0% |
Eastern Bank | $13K | 67 | 0.00% | New Position |
American National Bank & Trust | $10K | 51 | 0.00% | -70.0% |
Blue Trust, Inc. | $7K | 36 | 0.00% | -63.6% |
James T. Borello Ria | $5K | 28 | 0.00% | Unchanged |
Mjt & Associates Financial Advisory Group, Inc. | $3K | 18 | 0.00% | -47.1% |
Planning Strategies Inc. | $2K | 8 | 0.00% | -33.3% |
Dinuzzo Private Wealth, Inc. | $1K | 6 | 0.00% | +200.0% |
Usa Financial Formulas | $760 | 4 | 0.00% | New Position |
Gk Wealth Management Llc | $258 | 1 | 0.00% | New Position |
Proathlete Wealth Management Llc | $190 | 1 | 0.00% | New Position |