Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF termasuk Wealthspire Advisors, LLC, Modern Wealth Management, LLC, Valtinson Bruner Financial Planning LLC, Relyea Zuckerberg Hanson LLC, dan Belpointe Asset Management LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Riverwater Partners LLC | 30,038 | 93.03 | 2,299 | 114.46 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 197,213 | 15,095 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6,273 | 2.07 | 480 | 13.48 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2,643 | 202 | ||||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 24,808 | 6.71 | 1,899 | 18.47 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 19,219 | 7.11 | 1,471 | 18.92 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 5,276 | 38.70 | 404 | 53.82 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 20,791 | 0.46 | 1,591 | 11.57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 7,648 | 23.59 | 585 | 37.32 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 145,608 | 7.56 | 11,145 | 21.01 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4,629 | 7.63 | 354 | 19.59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 36,715 | 339.96 | 2,810 | 388.70 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 4,458 | 0.25 | 341 | 11.44 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 8,211 | 628 | ||||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 281,546 | 1.49 | 21,550 | 12.68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 10,098 | 112.23 | 773 | 135.37 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 21,526 | 1,648 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6,671 | 511 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2,102 | 24.45 | 161 | 37.93 | ||||
| 2025-08-14 | 13F | Fmr Llc | 442 | 44,100.00 | 34 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,291 | 9.75 | 405 | 21.69 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2,705 | 4.48 | 207 | 16.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,468 | 3.07 | 342 | 14.43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 534,710 | 0.91 | 41 | 11.11 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 48,578 | 35,358.39 | 4 | |||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 72,041 | 74.10 | 5,514 | 93.34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,731 | 209 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,318 | 82.40 | 560 | 102.90 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 24,792 | 9.95 | 1,898 | 22.07 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 27,432 | 0.97 | 2,100 | 12.13 |
