Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF, to m.in EP Wealth Advisors, Inc., Strategic Financial Planning, Inc., Atria Investments Llc, Beacon Pointe Advisors, LLC, Conrad Siegel Investment Advisors, Inc., Silverlake Wealth Management Llc, i AE Wealth Management LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Colony Group, LLC | 43 894 | 58,76 | 3 698 | 63,37 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 68 670 | 0,17 | 5 498 | -4,81 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 4 494 | 0,22 | 360 | -4,77 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 30 847 | 81,77 | 2 470 | 72,78 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 219 195 | 25,96 | 17 702 | 20,76 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 61 692 | 46,53 | 4 939 | 39,24 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 7 450 | 0,20 | 596 | -4,79 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 6 724 | 0,21 | 538 | -4,78 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 55 578 | 1 307 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 9 745 | 3,33 | 780 | -1,76 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 330 | 26 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 769 423 | 1,25 | 61 600 | -3,77 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 194 111 | 0,18 | 16 | -6,25 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 7 260 | 95,42 | 581 | 86,22 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 58 304 | 15,98 | 4 668 | 10,23 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 3 028 | 242 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 2 702 | 1,01 | 216 | -4,00 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 51 060 | 20,83 | 4 088 | 14,84 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 94 828 | 3,54 | 7 988 | 6,54 | ||||
| 2026-05-11 | 13F | Trillium Asset Management, Llc | 33 439 | 1,50 | 2 677 | -3,53 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 109 068 | 13,61 | 8 732 | 7,96 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 30 904 | 2 474 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 21 203 | 379,71 | 1 698 | 356,18 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 20 701 | 45,85 | 1 657 | 38,66 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 13 390 | 57,53 | 1 072 | 49,72 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 97 652 | 19,20 | 7 818 | 13,29 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 414 | 20,35 | 33 | 13,79 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 37 439 | 5,80 | 2 997 | 0,57 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 10 057 | 5,79 | 805 | 0,63 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 84 823 | 257,45 | 6 791 | 239,67 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 15 041 | 156,54 | 1 204 | 144,22 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 61 965 | 120,19 | 5 004 | 111,14 | ||||
| 2026-05-12 | 13F | Creative Planning | 49 887 | 27,02 | 3 994 | 20,71 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 75 860 | 9,65 | 6 073 | 121 360,00 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 45 094 | 3 610 | ||||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 6 925 | 554 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 20 441 | 3,72 | 1 637 | -1,45 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11 861 | 20,40 | 950 | 14,48 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 3 603 | 0,08 | 288 | -4,95 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6 633 | 1,59 | 531 | -3,45 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 3 489 | 279 | ||||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 27 366 | 8,63 | 2 191 | 3,20 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 19 437 | 0,49 | 1 556 | -4,48 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 124 951 | 10 004 |
