Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF meliputi 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 kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi 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 |
