Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Morgan Stanley ETF Trust - Calvert International Responsible Index ETF meliputi Wealthspire Advisors, LLC, Gateway Wealth Partners, LLC, Modern Wealth Management, LLC, Financial Insights, Inc., Buckingham Strategic Partners, Harbor Investment Advisory, Llc, dan Ameritas Advisory Services, 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Financial Insights, Inc. | 18,895 | 1,230 | ||||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 6,737 | 18.57 | 439 | 33.54 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 7,829 | 42.14 | 510 | 60.06 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 704,739 | 3.90 | 46 | 15.38 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 253,825 | 171.34 | 16,524 | 195.58 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 248,877 | 48.50 | 16,202 | 66.99 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14,170 | 34.06 | 1 | |||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 71,957 | 4,684 | ||||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8,783 | 1.87 | 572 | 14.63 | ||||
2025-08-13 | 13F | RW Investment Management LLC | 4,815 | 1.22 | 313 | 13.82 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 8,120 | 5.61 | 529 | 18.65 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 71,550 | 5.90 | 4,658 | 19.07 | ||||
2025-08-08 | 13F | Creative Planning | 17,439 | 3.89 | 1,135 | 16.89 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 62 | 4 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 258,730 | 0.11 | 16,849 | 12.59 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 43,605 | 2,839 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 30,762 | 34.91 | 2,003 | 51.67 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 288 | 19 | ||||||
2025-07-14 | 13F | Ai Financial Services Llc | 21,001 | 3.39 | 1,367 | 16.24 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 127,700 | 0.05 | 8,313 | 12.51 | ||||
2025-08-14 | 13F | Fmr Llc | 91 | 9,000.00 | 6 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 30,302 | 1,973 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 3,407 | 222 | ||||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 17,630 | 15.76 | 1,124 | 27.47 | ||||
2025-08-14 | 13F | Colony Group, LLC | 4,246 | 0.09 | 276 | 12.65 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4,916 | 2.06 | 320 | 15.11 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 8,102 | 91.54 | 527 | 115.98 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 109,845 | 28.13 | 7,151 | 44.07 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 89,213 | 80.33 | 5,808 | 102.76 | ||||
2025-07-29 | 13F | TFC Financial Management | 1,624 | 4.91 | 106 | 17.98 |