Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF, omfatter Atria Investments Llc, LPL Financial LLC, Wealthspan Partners, Llc, Arete Wealth Advisors, LLC, Orion Portfolio Solutions, LLC, Milestones Private Investment Advisors LLC, Inspire Advisors, LLC, BridgePort Financial Solutions, LLC, Wealth Enhancement Advisory Services, Llc, Dynamic Advisor Solutions LLC, U.S. Capital Wealth Advisors, LLC, Diversified Portfolios, Inc., Montis Financial, LLC, FSA Advisors, Inc., Kestra Advisory Services, LLC, Comerica Bank, og AE Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 175.467 | 33,95 | 8.773 | 34,39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 148.700 | 40,62 | 7.437 | 40,04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 11.963 | 21,22 | 598 | 21,79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 69.120 | 3.456 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 17.205 | 60,12 | 860 | 60,75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49.083 | 138,61 | 2 | 100,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.689.554 | 8,55 | 134.478 | 8,90 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 4.807 | 240 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2.542 | 352,31 | 127 | 353,57 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13.199 | 41,94 | 1 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 42.255 | 2.113 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 6.997 | 350 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 5.163 | 258 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 730 | 36 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 45.407 | 203,22 | 2.270 | 203,88 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 12.790 | 15,23 | 640 | 15,55 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 12.993 | 650 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7.635 | 382 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5.992 | 300 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 9.455 | 0,57 | 473 | 0,85 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 615 | 0,82 | 31 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.007 | 897,03 | 50 | 900,00 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 17.417 | 16,99 | 871 | 17,25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 89.525 | 4.476 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 5.040 | 252 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 56.423 | 22,66 | 2.822 | 23,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3.647 | 182 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4.034 | 202 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10.800 | 23,80 | 540 | 24,42 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7.820 | 458,57 | 391 | 465,22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 29.923 | 19,92 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 15.000 | 1 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5.498 | 275 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15.376 | 45,68 | 1 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 40.092 | 70,95 | 2.005 | 71,58 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14.904 | 743 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29.926 | 23,50 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6.050 | 302 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23.744 | 8,82 | 1.187 | 9,20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.776 | 239 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19.074 | 27,98 | 954 | 28,44 |
