Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF, omfatter Northwestern Mutual Wealth Management Co, Ameritas Investment Partners, Inc., Bbr Partners, Llc, LPL Financial LLC, Modern Wealth Management, LLC, RMG Wealth Management LLC, og Ameritas Advisory Services, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 16.425 | 366,09 | 1 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.953 | 27,90 | 119 | 37,21 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 215.462 | 14,28 | 13.079 | 22,29 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26.949 | 1.636 | ||||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 6.326 | 0,27 | 384 | 7,28 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 3.318 | 204 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 5.304 | 322 | ||||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 8.796 | 534 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5.022 | 305 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4.440 | 12,46 | 270 | 20,63 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 20.895 | 1.268 | ||||||
| 2025-07-25 | 13F | Natural Investments, Llc | 6.097 | 0,23 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 774 | 3,20 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 299 | 39,72 | 18 | 50,00 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 80.580 | 14,59 | 4.891 | 22,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7.777 | 14,07 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 56 | 3 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.335 | 22,93 | 81 | 32,79 |
