Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETF includono 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, e NFP Retirement, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
