Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Morgan Stanley ETF Trust - Calvert International Responsible Index ETF inkluderar Wealthspire Advisors, LLC, Gateway Wealth Partners, LLC, Modern Wealth Management, LLC, Financial Insights, Inc., Buckingham Strategic Partners, Harbor Investment Advisory, Llc, och Ameritas Advisory Services, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Financial Insights, Inc. | 18 895 | 1 230 | ||||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 6 737 | 18,57 | 439 | 33,54 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 7 829 | 42,14 | 510 | 60,06 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 704 739 | 3,90 | 46 | 15,38 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 253 825 | 171,34 | 16 524 | 195,58 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 248 877 | 48,50 | 16 202 | 66,99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 170 | 34,06 | 1 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 71 957 | 4 684 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8 783 | 1,87 | 572 | 14,63 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 4 815 | 1,22 | 313 | 13,82 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 120 | 5,61 | 529 | 18,65 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 71 550 | 5,90 | 4 658 | 19,07 | ||||
| 2025-08-08 | 13F | Creative Planning | 17 439 | 3,89 | 1 135 | 16,89 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 62 | 4 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 258 730 | 0,11 | 16 849 | 12,59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 43 605 | 2 839 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 30 762 | 34,91 | 2 003 | 51,67 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 288 | 19 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 21 001 | 3,39 | 1 367 | 16,24 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 127 700 | 0,05 | 8 313 | 12,51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 91 | 9 000,00 | 6 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 30 302 | 1 973 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 407 | 222 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 17 630 | 15,76 | 1 124 | 27,47 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 4 246 | 0,09 | 276 | 12,65 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4 916 | 2,06 | 320 | 15,11 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 102 | 91,54 | 527 | 115,98 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 109 845 | 28,13 | 7 151 | 44,07 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 89 213 | 80,33 | 5 808 | 102,76 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 624 | 4,91 | 106 | 17,98 |
