Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF eröffnet haben, gehören EP Wealth Advisors, Inc., Strategic Financial Planning, Inc., Atria Investments Llc, Beacon Pointe Advisors, LLC, Conrad Siegel Investment Advisors, Inc., Silverlake Wealth Management Llc, und AE Wealth Management LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
