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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2.5M | $80M | -12% | Mar 2026 |
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| LPL Financial | 309k | $11M | 27% | Jun 2026 |
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| Wayfinding Financial | 94k | $3.2M | -29% | Jun 2026 |
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| Sheets Smith Wealth Management | 55k | $1.9M | 0% | Jun 2026 |
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| Susquehanna International | 44k | $1.5M | -32% | Jun 2026 |
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| Advisor Group Holdings | 27k | $931k | 11% | Jun 2026 |
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| Old Mission Capital | 25k | $866k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 24k | $835k | -41% | Jun 2026 |
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| Savvy Advisors | 23k | $720k | 5% | Mar 2026 |
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| Bluedoor Private Wealth | 12k | $405k | 100% | Jun 2026 |
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| CWM | 7.1k | $228k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 1.8k | $63k | 0% | Jun 2026 |
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| Farther Finance Advisors | 1.2k | $40k | -12% | Jun 2026 |
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| Jones Financial Companies, L.L | 590.00 | $20k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 306.00 | $11k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 200.00 | $6.9k | 100% | Jun 2026 |
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Who sold out of Morgan Stanley Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Convergence Financial | Mar 2026 | 192k | $6.1M |
| Jane Street | Mar 2026 | 19k | $592k |
| Bank of America Corporation | Mar 2026 | 12k | $375k |
| Smith, Moore & Co. | Mar 2026 | 7.8k | $248k |
| Concurrent Investment Advisors | Dec 2025 | 6.6k | $216k |