Who owns MORGAN STANLEY ETF TRUST?
- Ticker: PHEQ
- CUSIP Number: 61774r874
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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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2.5M | $80M | -12% | Mar 2026 |
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| LPL Financial | 243k | $7.8M | 27% | Mar 2026 |
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| Convergence Financial | 192k | $6.1M | 108% | Mar 2026 |
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| Wayfinding Financial | 132k | $4.2M | -2% | Mar 2026 |
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| Susquehanna International | 65k | $2.1M | -11% | Mar 2026 |
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| Sheets Smith Wealth Management | 55k | $1.8M | -2% | Mar 2026 |
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| Integrated Wealth Concepts | 41k | $1.3M | -30% | Mar 2026 |
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| Advisor Group Holdings | 24k | $778k | 53% | Mar 2026 |
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| Savvy Advisors | 23k | $720k | 5% | Mar 2026 |
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| Jane Street | 19k | $592k | 100% | Mar 2026 |
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| Bank of America Corporation | 12k | $375k | 100% | Mar 2026 |
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| Smith, Moore & Co. | 7.8k | $248k | 0% | Mar 2026 |
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| CWM | 7.1k | $228k | 100% | Mar 2026 |
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| Brian McDonald | 2.8k | $92k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 1.8k | $59k | 100% | Mar 2026 |
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| Farther Finance Advisors | 1.3k | $43k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 306.00 | $9.8k | 100% | Mar 2026 |
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| CoreCap Advisors | 30.00 | $959.001000 | -87% | Mar 2026 |
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| UBS Group | 23.00 | $734.999500 | 100% | Mar 2026 |
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Who sold out of Morgan Stanley Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| DiMeo Schneider & Associates | Dec 2025 | 244k | $7.9M |
| Old Mission Capital | Dec 2025 | 39k | $1.3M |
| Concurrent Investment Advisors | Dec 2025 | 6.6k | $216k |