Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF inkluderar RWM Asset Management, LLC, Balanced Rock Investment Advisor, Penney Financial, LLC, Short Duration Inflation-Protected Income Portfolio - Short Duration Inflation-Protected Income Portfolio, My Purposeful Wealth Corp., Founders Financial Securities Llc, Ameritas Advisory Services, LLC, Stifel Financial Corp, Blueprint Financial Advisors LLC, Atria Wealth Solutions, Inc., RFG Advisory, LLC, D.a. Davidson & Co., Bank of New York Mellon Corp, CIBC Private Wealth Group, LLC, Asset Allocation Strategies LLC, AE Wealth Management LLC, Goldman Sachs Group Inc, Studio Investment Management Llc, Focus Financial Network, Inc., och Soundwatch Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 452 038 | 1,71 | 22 993 | 2,18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17 229 | 288,74 | 876 | 300,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 17 068 | 15,97 | 868 | 16,51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 593 836 | 18,23 | 81 065 | 18,77 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 025 | 256 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 172 | 9 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 121 997 | 6 205 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 351 608 | 9,69 | 17 885 | 10,20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31 455 | 25,73 | 1 600 | 26,30 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 131 321 | 9,21 | 6 680 | 9,71 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 36 884 | 1 876 | ||||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 5 610 | 33,25 | 285 | 33,80 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 58 087 | 3,44 | 2 955 | 3,90 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 5 359 | 0,94 | 273 | 1,49 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 47 519 | 11,93 | 2 417 | 12,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 378 952 | 26,56 | 19 275 | 27,14 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 162 | 376,47 | 8 | 700,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 26 865 | 1 366 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 21 601 | 0,07 | 1 099 | 0,55 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 927 | 47 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 52 683 | 23,61 | 2 678 | 45,65 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9 408 | 10,19 | 0 | |||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 251 147 | 4,25 | 12 775 | 2,37 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 586 | 233 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 816 | 18,55 | 652 | 19,01 | ||||
| 2025-08-14 | 13F | Fmr Llc | 257 | 13 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11 738 | 29,46 | 597 | 30,07 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 93 128 | 29,59 | 4 737 | 30,18 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 198 790 | 1,41 | 10 111 | 1,87 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 21 358 | 8,16 | 1 086 | 8,71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 130 661 | 43,26 | 7 | 50,00 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 363 782 | 7,75 | 18 504 | 8,25 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 939 | 201 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 17 700 | 37,74 | 904 | 38,28 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 26 642 | 5,56 | 1 355 | 6,11 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 43 969 | 7,76 | 2 236 | 8,28 | ||||
| 2025-06-23 | NP | Short Duration Inflation-Protected Income Portfolio - Short Duration Inflation-Protected Income Portfolio | 96 500 | 4 888 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 860 | 95 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 19 291 | 51,87 | 981 | 52,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 791 885 | 18,68 | 91 144 | 19,24 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 16 371 | 833 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 85 197 | 268,69 | 4 334 | 270,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 640 | 27,45 | 338 | 28,14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 017 876 | 2,93 | 51 774 | 3,41 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 39 153 | 25,85 | 1 992 | 26,41 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 68 004 | 3,77 | 3 459 | 4,28 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 235 | 49,56 | 165 | 50,46 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14 183 | 721 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 11 724 | 23,85 | 596 | 24,43 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18 022 | 500,73 | 917 | 514,77 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13 714 | 700 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 283 | 218 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11 977 | 1,39 | 609 | 1,84 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 63 709 | 6,56 | 3 241 | 7,04 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8 007 | 62,91 | 407 | 64,11 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 7 876 | 23,12 | 401 | 23,84 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 30 799 | 1 567 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 178 | 569 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 7 661 | 0,42 | 390 | 0,78 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 43 280 | 8,16 | 2 191 | 9,82 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 4 278 | 218 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 273 603 | 35,47 | 13 917 | 36,10 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 16 552 507 | 45,03 | 841 943 | 45,70 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 970 | 1,15 | 49 | 2,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 316 109 | 77,88 | 16 079 | 78,70 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9 667 | 492 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 287 | 96,48 | 116 | 100,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 826 | 24,65 | 500 | 25,06 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 258 089 | 13 128 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6 972 | 355 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 76 392 | 9,62 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 209 207 | 8,83 | 10 642 | 9,34 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 82 784 | 134,05 | 4 227 | 135,23 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 113 122 | 5 754 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 753 374 | 33 729,10 | 38 320 | 34 114,29 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 4 698 | 239 | ||||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 79 664 | 1,60 | 4 052 | 2,09 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 3 536 | 634 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 137 | 58 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 853 084 | 9,17 | 43 | 10,26 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 39 968 | 2 042 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 127 873 | 5,18 | 6 504 | 5,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 842 | 165,93 | 551 | 167,48 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 48 753 | 12,42 | 2 480 | 12,94 |
