Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF include LPL Financial LLC, Private Advisor Group, LLC, Janney Montgomery Scott LLC, Oppenheimer & Co Inc, Pnc Financial Services Group, Inc., Royal Bank Of Canada, Principal Securities, Inc., and Chilton Capital Management Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 56,653 | 1,431 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 41,588 | 44.66 | 1,051 | 37.80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11,213 | 7.84 | 283 | 2.91 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26,201 | 307.48 | 662 | 288.82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 27,015 | 682 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,416 | 61 | ||||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 441 | 11 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 18,587 | 76.73 | 462 | 67.64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43,309 | 33.47 | 1,094 | 26.95 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15,950 | 403 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 840 | 21 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 53,600 | 6.99 | 1,354 | 1.81 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 18,100 | 72.87 | 461 | 64.87 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26,322 | 1 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19,470 | 42.05 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,810 | 96 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,491 | 30.65 | 998 | 24.31 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,284,120 | 40.66 | 133,477 | 33.88 |
