Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF meliputi Atria Investments Llc, LPL Financial LLC, Wealthspan Partners, Llc, Arete Wealth Advisors, LLC, Orion Portfolio Solutions, LLC, Inspire Advisors, LLC, BridgePort Financial Solutions, LLC, Wealth Enhancement Advisory Services, Llc, Dynamic Advisor Solutions LLC, U.S. Capital Wealth Advisors, LLC, Diversified Portfolios, Inc., Montis Financial, LLC, FSA Advisors, Inc., Kestra Advisory Services, LLC, Comerica Bank, dan AE Wealth 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 | Envestnet Asset Management Inc | 175,467 | 33.95 | 8,773 | 34.39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 148,700 | 40.62 | 7,437 | 40.04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 11,963 | 21.22 | 598 | 21.79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 69,120 | 3,456 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 17,205 | 60.12 | 860 | 60.75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49,083 | 138.61 | 2 | 100.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,689,554 | 8.55 | 134,478 | 8.90 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 4,807 | 240 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,542 | 352.31 | 127 | 353.57 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13,199 | 41.94 | 1 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 42,255 | 2,113 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 6,997 | 350 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 5,163 | 258 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 730 | 36 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 45,407 | 203.22 | 2,270 | 203.88 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 12,790 | 15.23 | 640 | 15.55 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7,635 | 382 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,992 | 300 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 9,455 | 0.57 | 473 | 0.85 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 615 | 0.82 | 31 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,007 | 897.03 | 50 | 900.00 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 17,417 | 16.99 | 871 | 17.25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 89,525 | 4,476 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 5,040 | 252 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 56,423 | 22.66 | 2,822 | 23.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,647 | 182 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4,034 | 202 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,800 | 23.80 | 540 | 24.42 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7,820 | 458.57 | 391 | 465.22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 29,923 | 19.92 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 15,000 | 1 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,498 | 275 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15,376 | 45.68 | 1 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 40,092 | 70.95 | 2,005 | 71.58 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14,904 | 743 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29,926 | 23.50 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,050 | 302 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23,744 | 8.82 | 1,187 | 9.20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,776 | 239 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19,074 | 27.98 | 954 | 28.44 |
