Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF, omfatter Founders Financial Alliance, LLC, Goldman Sachs Group Inc, Flagship Private Wealth, LLC, First Trust Advisors Lp, EVSB - Eaton Vance Ultra-Short Income ETF, Dynamic Financial Group, Impact Partnership Wealth, LLC, Raymond James Financial Inc, Monterey Private Wealth, Inc., Brown Brothers Harriman & Co, og Fmr 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12.835 | 640 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 68.955 | 12,49 | 3.438 | 13,43 | ||||
2025-08-12 | 13F | LPL Financial LLC | 196.221 | 77,01 | 9.784 | 78,49 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 13.635 | 680 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 9.330 | 465 | ||||||
2025-08-22 | NP | EVSB - Eaton Vance Ultra-Short Income ETF | 15.000 | 748 | ||||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 9.033 | 447 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 41.677 | 2.078 | ||||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 8.324 | 22,41 | 415 | 23,51 | ||||
2025-05-28 | NP | EVTR - Eaton Vance Total Return Bond ETF | 610.529 | 104,33 | 30.191 | 100,61 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 26.938 | 24,95 | 1.343 | 25,98 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 791 | 39 | ||||||
2025-08-14 | 13F | Comerica Bank | 2.598 | 5,65 | 130 | 6,61 | ||||
2025-08-14 | 13F | Fmr Llc | 124 | 6 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 117.786 | 5.873 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 13.145 | 655 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 15.600 | 778 | ||||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 342.739 | 9,02 | 16.948 | 7,04 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 124.628 | 3,35 | 6.214 | 4,19 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 43.932 | 40,55 | 2 | 100,00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16.759 | 61,47 | 838 | 63,16 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 204.209 | 119,96 | 10.182 | 121,81 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 28.655 | 1.429 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19.630 | 11.181,61 | 979 | 12.125,00 |