Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF eröffnet haben, gehören EP Wealth Advisors, Inc., Horizon Investments, LLC, Founders Financial Securities Llc, Mission Wealth Management, Lp, Gemmer Asset Management LLC, Wells Fargo & Company/mn, Royal Bank Of Canada, und Aptus Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 114.156 | 3,28 | 7.308 | 3,10 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 11.076 | 709 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 3.220 | 206 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 109.884 | 7.035 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.761 | 113 | ||||||
| 2026-04-30 | 13F | Mason & Associates Inc | 11.467 | 3,05 | 714 | 0,00 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 25.728 | 3,16 | 1.647 | 3,00 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 15.186 | 134,32 | 972 | 134,22 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 3.896 | 2,34 | 249 | 2,05 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 5.703 | 405 | ||||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 3.544 | 1,37 | 227 | 0,89 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3.843 | 246 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 100 | 6 | ||||||
| 2026-04-14 | 13F | BSW Wealth Partners | 4.840 | 3,46 | 310 | 3,00 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 250.140 | 3,07 | 16.014 | 2,89 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.738 | 1,05 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.066 | 80,07 | 68 | 83,78 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 100.879 | 0,97 | 6.469 | 1,99 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6.123 | 5,44 | 392 | 5,11 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.247 | 37,77 | 144 | 37,50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 366 | 23 | ||||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 38.261 | 288,12 | 2.449 | 287,50 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 33.459 | 1,40 | 2.142 | 1,23 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 15.593 | 2,10 | 998 | 1,94 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5.552 | 374 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 279 | 18 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 873 | 20,58 | 56 | 19,57 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 13.939 | 30,86 | 894 | |||||
| 2026-05-01 | 13F | Natural Investments, Llc | 31.380 | 40,60 | 2 | 100,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 78 | 1,30 | 5 | 25,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 19.855 | 1,13 | 1.271 | 127.000,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 11.826 | 1,78 | 757 | 1,61 |
