Who owns MORGAN STANLEY ETF TRUST?
- Ticker: PHEQ
- CUSIP Number: 61774r874
Tip: Access positions for across all investors
Analyze quarterly positions in Morgan Stanley Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold MORGAN STANLEY ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 2.3M | $71M | 100% | Jun 2025 |
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| von Borstel & Associates | 134k | $4.4M | 100% | Sep 2025 |
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| Wayfinding Financial | 134k | $4.3M | 0% | Sep 2025 |
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| LPL Financial | 93k | $3.0M | 57% | Sep 2025 |
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| Integrated Wealth Concepts | 58k | $1.9M | 453% | Sep 2025 |
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| Sheets Smith Wealth Management | 55k | $1.8M | 100% | Sep 2025 |
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| Savvy Advisors | 22k | $690k | 0% | Sep 2025 |
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| Advisor Group Holdings | 19k | $596k | -9% | Sep 2025 |
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| Smith, Moore & Co. | 7.8k | $248k | 0% | Sep 2025 |
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| Concurrent Investment Advisors | 6.6k | $212k | 100% | Sep 2025 |
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| Brian McDonald | 2.8k | $91k | -1% | Sep 2025 |
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Who sold out of Morgan Stanley Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Private Advisor | Jun 2025 | 195k | $6.0M |
| Old Mission Capital | Jun 2025 | 42k | $1.3M |
| Susquehanna International | Jun 2025 | 20k | $611k |
| UBS Group | Jun 2025 | 12k | $356k |