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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Top investors of Morgan Stanley Etf Trust stock
Who bought or sold MORGAN STANLEY ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| 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 | 56k | $1.8M | 1% | Dec 2025 |
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| Savvy Advisors | 22k | $702k | 0% | Dec 2025 |
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| Advisor Group Holdings | 19k | $596k | -9% | Sep 2025 |
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| Smith, Moore & Co. | 7.8k | $252k | 0% | Dec 2025 |
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| Concurrent Investment Advisors | 6.6k | $216k | 0% | Dec 2025 |
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| Brian McDonald | 2.8k | $92k | 0% | Dec 2025 |
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| Farther Finance Advisors | 1.3k | $43k | 100% | Dec 2025 |
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| CoreCap Advisors | 224.00 | $7.3k | 100% | Dec 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 |