CVSB / Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF - Institutional Ownership - Sellers

Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF
US ˙ ARCA

Institutional and Fund Ownership - Sellers

This page shows institutions, funds, and major shareholders that have decreased holdings or closed their positions in their last reporting period. Red rows indicate closed 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
(%)
2025-08-14 13F Great Valley Advisor Group, Inc. 5,983 -3.23 303 -3.21
2025-08-15 13F Morgan Stanley 2,054,061 -6.09 104,059 -5.98
2025-08-05 13F GPS Wealth Strategies Group, LLC 4,964 -45.90 251 -45.91
2025-08-12 13F Global Retirement Partners, LLC 9,853 -37.16 499 -37.23
2025-07-08 13F Prism Advisors, Inc. 11,588 -4.14 587 -3.93
2025-08-01 13F Riverwater Partners LLC 0 -100.00 0
2025-07-18 13F First Pacific Financial 0 -100.00 0 -100.00
2025-08-08 13F Good Life Advisors, LLC 17,640 -6.04 894 -6.00
2025-08-12 13F Jpmorgan Chase & Co 0 -100.00 0
2025-05-02 13F Kingsview Wealth Management, LLC 0 -100.00 0
2025-07-16 13F St Germain D J Co Inc 5,332 -34.16 270 -33.99
2025-08-14 13F Jane Street Group, Llc 4,282 -92.74 217 -92.76
2025-08-14 13F Comerica Bank 2,860 -9.84 145 -10.00
2025-07-10 13F Secure Asset Management, LLC 7,366 -0.46 373 -0.27
2025-05-13 13F Wells Fargo & Company/mn 0 -100.00 0
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