US61747YEC57 - Morgan Stanley Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 2 total, 2 long only, 0 short only, 0 long/short - change of 1,79% MRQ
Genomsnittlig portföljallokering 0.1644 % - change of 13,92% MRQ
Institutionella aktier (lång) 4 192 000 (ex 13D/G) - change of −0,04MM shares −0,92% MRQ
Institutionellt värde (lång) $ 4 037 USD ($1000)
Institutionellt ägande och aktieägare

Morgan Stanley (US:US61747YEC57) har 2 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 4,192,000 aktier. Största aktieägare inkluderar BBCPX - Bridge Builder Core Plus Bond Fund, and MXBIX - Great-West Bond Index Fund Investor Class .

Morgan Stanley (US61747YEC57) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US61747YEC57 / Morgan Stanley - 1.51% 2027-07-20 Institutional Ownership
AI+ Ask Fintel’s AI assistant about Morgan Stanley.
Thinking of good questions…
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-04-28 NP PRCIX - T. Rowe Price New Income Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 245 0,94
2025-06-23 NP PGDIX - Global Diversified Income Fund Institutional Class 290 1,05
2025-08-27 NP VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 367 0,95
2025-07-28 NP VCBDX - Core Bond Fund 1 803 0,67
2025-07-25 NP EYEG - AB Corporate Bond ETF 92 0,00
2025-06-26 NP SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 557 0,20
2025-06-18 NP RFBSX - Short Duration Bond Fund Class S 1 173 1,30
2025-07-29 NP SUSAX - SIIT Ultra Short Duration Bond Fund - Class A 3 488
2025-08-26 NP ANAGX - AB GLOBAL BOND FUND, INC. Class A 686 0,88
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 485 1,04
2025-06-25 NP DBMIX - BNY Mellon Bond Market Index Fund Investor Shares 135 1,50
2025-07-25 NP PNIIX - Bond Market Index Fund Institutional Class 111 0,00
2025-07-30 NP AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 110 −72,22
2025-07-24 NP FAMZX - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 145
2025-08-29 NP JAGUX - Total Bond Market Trust NAV 509 6,04
2025-07-25 NP SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 483 0,63
2025-07-25 NP GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 632 0,00
2025-06-30 NP NSFFX - Natixis Sustainable Future 2030 Fund Class N 12 −35,29
2025-07-24 NP FCNVX - Fidelity Conservative Income Bond Fund 22 964 45,18
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 455 0,97
2025-07-24 NP FIBUX - Fidelity Flex U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 453 0,67
2025-07-28 NP JMGIX - JPMorgan Managed Income Fund Class L 15 915 62,90
2025-08-26 NP EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 1 939 0,83
2025-07-24 NP FZOLX - Fidelity SAI Low Duration Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23 369
2025-07-25 NP AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 018 0,70
2025-08-27 NP VIITX - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 535 0,94
2025-06-26 NP ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 835 1,33
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 412 −4,63
2025-06-25 NP INGBX - Voya Global Bond Fund Class A 22 −40,54
2025-08-27 NP PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 15 0,00
2025-08-25 NP ABNDX - BOND FUND OF AMERICA Class A 2 798 0,94
2025-07-25 NP CPLS - AB Core Plus Bond ETF 125 0,81
2025-07-28 NP JSCP - JPMorgan Short Duration Core Plus ETF 323 0,62
2025-08-25 NP IIBOX - Voya Intermediate Bond Fund Class R 8 806 −10,88
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 654 0,66
2025-06-26 NP QLTA - iShares Aaa - A Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 194 5,57
2025-08-28 NP SSAFX - State Street Aggregate Bond Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 679 1,04
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 90 1,12
2025-07-25 NP CCSAX - Columbia Commodity Strategy Fund Class A 1 134 0,71
2025-08-27 NP ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 500 1,01
2025-07-25 NP SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 531 0,57
2025-08-25 NP SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 451 −22,38
2025-07-28 NP CBRAX - JPMorgan Corporate Bond Fund Class A 438 0,69
2025-06-30 NP NSFDX - Natixis Sustainable Future 2020 Fund Class N 5 −20,00
2025-07-30 NP SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 82 1,23
2025-05-27 NP Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 220 1,38
2025-08-27 NP VISTX - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 522 0,95
2025-06-30 NP NSFEX - Natixis Sustainable Future 2025 Fund Class N 7 −25,00
2025-06-26 NP TGCFX - TCW Core Fixed Income Fund I Class 1 106 1,19
2025-08-28 NP ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 182 1,11
2025-03-27 NP HSDAX - THE HARTFORD SHORT DURATION FUND Class A 2 862 0,81
2025-08-21 NP MSDYX - Mercer Short Duration Fixed Income Fund Class Y-3 251 11,56
2025-06-30 NP NSFMX - Natixis Sustainable Future 2060 Fund Class N 3 0,00
2025-08-26 NP TNSHX - TIAA-CREF Short-Term Bond Index Fund Institutional Class 485 1,04
2025-08-27 NP Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 121
2025-07-29 NP VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33 241 −12,87
2025-07-24 NP FNSOX - Fidelity Short-Term Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 487 0,65
2025-08-26 NP IOSAX - Voya Global Bond Portfolio Class ADV 29 3,57
2025-08-27 NP VUSB - Vanguard Ultra-Short Bond ETF ETF Shares 3 473 82,60
2025-06-30 NP VUSFX - Vanguard Ultra-Short-Term Bond Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 388 1,24
2025-07-24 NP FLDB - Fidelity Low Duration Bond ETF 1 139 52,34
2025-08-27 NP AAHYX - Thrivent Diversified Income Plus Fund Class A 254 1,20
2025-08-28 NP PWLBX - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 1 164 0,95
2025-07-28 NP JPST - JPMorgan Ultra-Short Income ETF 17 378
2025-07-25 NP IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 213 −3,15
2025-08-29 NP PSCSX - PIMCO StocksPLUS Small Fund Institutional 1 941 0,94
2025-06-26 NP MQLIX - MFS Limited Maturity Fund I 17 614 123,97
2025-08-28 NP SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 49 −93,33
2025-08-18 NP PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 97 1,04
2025-08-28 NP BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 368 −80,80
2025-08-22 NP Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 262 0,77
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 562 0,90
2025-08-28 NP WLCTX - Wilshire International Equity Fund Investment Class 62 1,64
2025-06-24 NP JNBAX - JPMorgan Income Builder Fund Class A 39 0,00
2025-06-27 NP NISRX - American Beacon NIS Core Plus Bond Fund R6 Class 10 0,00
2025-06-30 NP NSFBX - Natixis Sustainable Future 2015 Fund Class N 5 0,00
2025-07-24 NP FNDSX - Fidelity Sustainability Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68 0,00
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 77 1,32
2025-08-28 NP PSPTX - PIMCO StocksPLUS Absolute Return Fund Institutional 3 105 0,91
2025-07-24 NP FTHRX - Fidelity Intermediate Bond Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 668 0,64
2025-06-25 NP CMGUX - Columbia Ultra Short Term Bond Fund Institutional 3 Class 11 103 16,43
2025-08-25 NP MWUIX - Metropolitan West Ultra Short Bond Fund Class I 218 0,93
2025-06-30 NP NSFOX - Natixis Sustainable Future 2065 Fund Class N 2 0,00
2025-08-27 NP JNL SERIES TRUST - JNL Bond Index Fund (I) 194 1,04
2025-08-28 NP SSIMX - State Street Income V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 0,00
2025-06-30 NP VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61 080 −3,90
2025-07-24 NP FJTDX - Fidelity Flex Conservative Income Bond Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 689 46,78
2025-07-28 NP BBAG - JPMorgan U.S. Aggregate Bond ETF 1 961 −15,88
2025-07-29 NP SCOAX - Siit Core Fixed Income - Class A 1 192 0,68
2025-05-28 NP PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 577 −55,90
2025-03-27 NP MSTMX - Morningstar Multi-Sector Bond Fund 158 0,64
2025-08-28 NP SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 733 −36,46
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 6 25,00
2025-03-27 NP PGIJX - PGIM ESG Short Duration Multi-Sector Bond Fund C 119 0,85
2025-08-27 NP VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38 997 0,95
2025-08-27 NP VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 800 −3,56
2025-08-28 NP PLUAX - Aristotle Ultra Short Income Fund Class A 970 0,94
2025-08-11 NP Six Circles Trust - Six Circles Global Bond Fund 38 0,00
2025-07-25 NP CTRZX - Multi-Manager Total Return Bond Strategies Fund Institutional Class 487 −12,72
2025-07-24 NP FAPFX - Fidelity SAI Sustainable Low Duration Income Fund 164 56,19
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 80 1,28
2025-07-25 NP SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 086 0,65
2025-05-28 NP PACIFIC SELECT FUND - Bond Plus Portfolio Class P 1 721 207,32
2025-08-28 NP DTLGX - Large Company Growth Portfolio Investment Class 65 0,00
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 377 0,98
2025-07-25 NP EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 227 0,44
2025-08-25 NP SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 791 9,57
2025-08-28 NP TBIIX - TIAA-CREF Bond Index Fund Institutional Class 3 225 0,91
2025-08-28 NP SPSB - SPDR(R) Portfolio Short Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47 403 −3,83
2025-06-26 NP BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 132 1,24
2025-06-30 NP VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares 3 271
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 940 0,91
2025-08-29 NP QSIG - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 462 0,88
2025-07-28 NP JSDHX - JPMorgan Short Duration Core Plus Fund Class A 17 758 0,65
2025-05-28 NP PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 375 1,08
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 187 1,08
2025-07-25 NP SUSB - iShares ESG 1-5 Year USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 256 0,71
2025-06-26 NP SECPX - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 1 492
2025-06-30 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 8 0,00
2025-06-26 NP CSHTX - AB Taxable Multi-Sector Income Shares 5 793 1,26
2025-06-24 NP Mfs Intermediate Income Trust 943 1,18
2025-06-30 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 13 −14,29
2025-08-25 NP ABALX - AMERICAN BALANCED FUND Class A 17 053 0,92
2025-06-25 NP BKAG - BNY Mellon Core Bond ETF 319 1,27
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 9 0,00
2025-06-30 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 14 −13,33
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 316 0,96
2025-08-29 NP PFATX - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 1 455 0,90
2025-08-28 NP LQIG - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 49 −81,15
2025-07-30 NP FAUDX - Strategic Advisers Short Duration Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 605
2025-07-24 NP FIFZX - Fidelity Series Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 886 0,65
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 466 0,87
2025-07-24 NP FXNAX - Fidelity U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 536 0,65
2025-08-28 NP BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19 364 211,77
2025-07-24 NP FSLD - Fidelity Sustainable Low Duration Bond ETF 19
2025-08-28 NP DTLVX - Large Company Value Portfolio Investment Class 45 0,00
2025-07-25 NP USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 149 2,29
2025-07-29 NP FIXD - First Trust TCW Opportunistic Fixed Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 589 0,68
2025-05-28 NP PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 856 1,06
2025-08-28 NP PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 5 533 0,91
2025-08-25 NP MWTIX - Metropolitan West Total Return Bond Fund Class I 970 0,94
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3 395 0,92
2025-08-28 NP SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 998 1,01
2025-06-25 NP TAGG - T. Rowe Price QM U.S. Bond ETF 126
2025-07-29 NP PAB - PGIM Active Aggregate Bond ETF 96 1,05
2025-05-28 NP BBCPX - Bridge Builder Core Plus Bond Fund 3 292 000 0,00 3 164 1,15
2025-08-26 NP IMBAX - Voya Limited Maturity Bond Portfolio Class ADV 529 52,16
2025-08-25 NP IASBX - Voya Short Term Bond Fund Class A 1 149 104,27
2025-08-25 NP ISIAX - Voya Strategic Income Opportunities Fund Class A 3 306
2025-07-29 NP VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 289
2025-06-26 NP AAINX - Thrivent Opportunity Income Plus Fund Class A 280 1,09
2025-07-29 NP VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 565 0,71
2025-06-26 NP MCBKX - MFS Core Bond Fund R4 126 1,61
2025-08-21 NP MXBIX - Great-West Bond Index Fund Investor Class 900 000 0,00 873 0,92
2025-08-28 NP STFBX - State Farm Balanced Fund 243 0,83
2025-08-28 NP EINFX - ELFUN INCOME FUND Elfun Income Fund 42 0,00
2025-07-28 NP BBCB - JPMorgan Corporate Bond Research Enhanced ETF 33 0,00
2025-04-29 NP SLDBX - SIIT Limited Duration Bond Fund - Class A 17 136 −10,54
2025-08-28 NP WIORX - Wilshire Income Opportunities Fund Investment Class 60
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 363 −8,35
2025-06-26 NP NUBD - Nuveen ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 0,00
2025-05-27 NP PBSMX - PGIM SHORT-TERM CORPORATE BOND FUND Class A 31 417 0,99
2025-03-27 NP SKOR - FlexShares Credit-Scored US Corporate Bond Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 −85,45
2025-05-28 NP PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 2 586 1,13
2025-05-28 NP PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 1 269 85,53
2025-08-29 NP PSKIX - PIMCO StocksPLUS International Fund (Unhedged) Institutional 485 1,04
2025-05-22 NP WINC - WESTERN ASSET SHORT DURATION INCOME ETF 19 0,00
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 184 −49,59
2025-08-28 NP SSASX - State Street Income Fund 217 −21,09
2025-03-27 NP STHYX - AB Sustainable Thematic Credit Portfolio Advisor Class 626 0,81
2025-08-29 NP PISIX - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 3 590 0,93
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Top Investors
Features
Explore
Help Center