Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF inkluderar Atria Investments Llc, LPL Financial LLC, Wealthspan Partners, Llc, Arete Wealth Advisors, LLC, Orion Portfolio Solutions, 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, och AE Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 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 | ||||
| 2025-08-11 | 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 |
