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 EP Wealth Advisors, Inc., Horizon Investments, LLC, Founders Financial Securities Llc, Mission Wealth Management, Lp, Gemmer Asset Management LLC, Wells Fargo & Company/mn, Royal Bank Of Canada, og Aptus Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 114.156 | 3,28 | 7.308 | 3,10 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 11.076 | 709 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 3.220 | 206 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 109.884 | 7.035 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.761 | 113 | ||||||
| 2026-04-30 | 13F | Mason & Associates Inc | 11.467 | 3,05 | 714 | 0,00 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 25.728 | 3,16 | 1.647 | 3,00 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 15.186 | 134,32 | 972 | 134,22 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 3.896 | 2,34 | 249 | 2,05 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 5.703 | 405 | ||||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 3.544 | 1,37 | 227 | 0,89 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3.843 | 246 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 100 | 6 | ||||||
| 2026-04-14 | 13F | BSW Wealth Partners | 4.840 | 3,46 | 310 | 3,00 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 250.140 | 3,07 | 16.014 | 2,89 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.738 | 1,05 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.066 | 80,07 | 68 | 83,78 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 100.879 | 0,97 | 6.469 | 1,99 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6.123 | 5,44 | 392 | 5,11 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.247 | 37,77 | 144 | 37,50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 366 | 23 | ||||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 38.261 | 288,12 | 2.449 | 287,50 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 33.459 | 1,40 | 2.142 | 1,23 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 15.593 | 2,10 | 998 | 1,94 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5.552 | 374 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 279 | 18 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 873 | 20,58 | 56 | 19,57 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 13.939 | 30,86 | 894 | |||||
| 2026-05-01 | 13F | Natural Investments, Llc | 31.380 | 40,60 | 2 | 100,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 78 | 1,30 | 5 | 25,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 19.855 | 1,13 | 1.271 | 127.000,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 11.826 | 1,78 | 757 | 1,61 |
