Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETF, to m.in Wealth Enhancement Advisory Services, Llc, Benjamin Edwards Inc, Janney Montgomery Scott LLC, Susquehanna International Group, Llp, Horizon Wealth Management, LLC, Consolidated Capital Management, Llc, Great Valley Advisor Group, Inc., D.a. Davidson & Co., Farther Finance Advisors, LLC, Mariner, LLC, Mml Investors Services, Llc, Citadel Advisors Llc, Next Level Private LLC, PlanVest Financial, Inc, Hengehold Capital Management Llc, Miller Financial Services LLC, Private Advisor Group, LLC, Fifth Third Bancorp, Brookstone Capital Management, i NFP Retirement, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Benjamin Edwards Inc | 713 790 | 35 445 | ||||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 39 168 | 9,58 | 1 979 | 8,21 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 32 | 2 | ||||||
| 2026-04-23 | 13F | Next Level Private LLC | 29 657 | 1 473 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 4 062 | 202 | ||||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 15 774 | 783 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 645 | 739,86 | 181 | 761,90 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 167 | 157 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 113 459 | 19,11 | 5 634 | 17,35 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 6 047 | 19,29 | 309 | 20,31 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 20 518 | 8,19 | 1 019 | 6,60 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 879 175 | 621,33 | 43 660 | 610,60 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 61 576 | 2,99 | 3 058 | 1,46 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 130 014 | 6 456 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 8 366 | 415 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 11 738 | 583 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 14 355 | 15,48 | 713 | 13,74 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 14 115 | 701 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 5 903 | 293 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 261 885 | 1 143,75 | 13 005 | 1 125,73 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 4 705 | 234 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 843 | 141 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 8 443 | 419 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 748 917 | 37 274 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 434 716 | 806,13 | 21 588 | 792,76 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 738 415 | 1 178,97 | 36 673 | 1 160,24 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 55 271 | 386,03 | 2 745 | 378,88 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 163 116 | 68,89 | 8 100 | 66,39 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4 070 | 202 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 38 720 | 1 923 | ||||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 426 545 | 0,32 | 21 182 | -1,18 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 16 865 | 2,44 | 838 | 0,97 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 8 513 | 423 | ||||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 4 227 | 210 | ||||||
| 2026-04-15 | 13F | Consolidated Capital Management, Llc | 235 705 | 11 705 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 58 419 | 2 901 | ||||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 5 146 | 256 | ||||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 51 343 | 46,78 | 2 628 | 49,06 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 140 986 | 30,04 | 7 031 | 27,17 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 148 961 | 7 398 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 17 472 | 868 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 402 | 1,01 | 20 | -5,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 16 252 | 65,84 | 807 | 63,36 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 61 907 | 3 074 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9 964 | 495 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 35 500 | 6,27 | 1 763 | 4,63 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 407 533 | 20 238 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 917 164 | 100,69 | 45 546 | 97,70 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 016 363 | 646,82 | 50 473 | 635,74 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5 760 | 290 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 69 281 | 3 448 | ||||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 260 429 | 12 933 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2 690 653 | 183,42 | 133 618 | 179,21 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 16 003 | 35,61 | 1 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 549 879 | 27 |
