Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Morgan Stanley ETF Trust - Calvert International Responsible Index ETF inkluderer Wealthspire Advisors, LLC, Gateway Wealth Partners, LLC, Modern Wealth Management, LLC, Financial Insights, Inc., Buckingham Strategic Partners, Harbor Investment Advisory, Llc, og Ameritas Advisory Services, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
