Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF comprennent Wealthspire Advisors, LLC, Modern Wealth Management, LLC, Valtinson Bruner Financial Planning LLC, Relyea Zuckerberg Hanson LLC, et Belpointe Asset Management LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Riverwater Partners LLC | 30 038 | 93,03 | 2 299 | 114,46 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 197 213 | 15 095 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6 273 | 2,07 | 480 | 13,48 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2 643 | 202 | ||||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 24 808 | 6,71 | 1 899 | 18,47 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 19 219 | 7,11 | 1 471 | 18,92 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 5 276 | 38,70 | 404 | 53,82 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 20 791 | 0,46 | 1 591 | 11,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 7 648 | 23,59 | 585 | 37,32 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 145 608 | 7,56 | 11 145 | 21,01 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4 629 | 7,63 | 354 | 19,59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 36 715 | 339,96 | 2 810 | 388,70 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 4 458 | 0,25 | 341 | 11,44 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 8 211 | 628 | ||||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 281 546 | 1,49 | 21 550 | 12,68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 10 098 | 112,23 | 773 | 135,37 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 21 526 | 1 648 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6 671 | 511 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2 102 | 24,45 | 161 | 37,93 | ||||
| 2025-08-14 | 13F | Fmr Llc | 442 | 44 100,00 | 34 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 291 | 9,75 | 405 | 21,69 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2 705 | 4,48 | 207 | 16,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 468 | 3,07 | 342 | 14,43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 534 710 | 0,91 | 41 | 11,11 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 48 578 | 35 358,39 | 4 | |||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 72 041 | 74,10 | 5 514 | 93,34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 731 | 209 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 318 | 82,40 | 560 | 102,90 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 24 792 | 9,95 | 1 898 | 22,07 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 27 432 | 0,97 | 2 100 | 12,13 |
