Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CALVERT ULT SHR
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
867,149
-
Shares change
-
+119,248
-
Total reported value, excl. options
-
$43,689,115
-
Value change
-
+$6,008,920
-
Number of buys
-
10
-
Number of sells
-
-3
-
Price
-
$50.38
Significant Holders of MORGAN STANLEY ETF TRUST - CALVERT ULT SHR (CVSB) as of Q2 2024
16 filings reported holding CVSB - MORGAN STANLEY ETF TRUST - CALVERT ULT SHR as of Q2 2024.
MORGAN STANLEY ETF TRUST - CALVERT ULT SHR (CVSB) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 867,149 shares
.
Largest 10 shareholders include MORGAN STANLEY (402,000 shares), Valley Financial Group, Inc. (268,389 shares), LPL Financial LLC (75,438 shares), GPS Wealth Strategies Group, LLC (23,970 shares), COMMONWEALTH EQUITY SERVICES, LLC (22,461 shares), CITADEL ADVISORS LLC (20,423 shares), JANE STREET GROUP, LLC (12,487 shares), Thrivent Financial for Lutherans (10,595 shares), Prism Advisors, Inc. (10,589 shares), and Cetera Investment Advisers (8,800 shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.