Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETF incluem 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. .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
