MSSM MORGAN STANLEY PATHWAY FDS
SMALL MID CAP EQ
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 22 | 8,498,144 | $5.27亿 | 5 | 5 | 5 | 6 | -$2,944.36万 |
| 2026Q1 | 21 | 8,972,780 | $4.63亿 | 10 | 1 | 6 | 6 | -$3,373.33万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| FIFTH THIRD BANCORP | 新建仓 | $62.51万 |
| Steward Partners Investment Advisory, LLC | 新建仓 | $2.48万 |
| ROYAL BANK OF CANADA | 重新持有 | $2.34万 |
| Truvestments Capital LLC | 新建仓 | $1.88万 |
| Colonial Trust Advisors | 新建仓 | $5,368 |
| Larson Financial Group LLC | 新建仓 | $3,097 |
| Arax Advisory Partners | 新建仓 | $1,703 |
| NewEdge Advisors, LLC | 新建仓 | $1,652 |
| Cassaday & Co Wealth Management LLC | 新建仓 | $1,394 |
| MAI Capital Management | 新建仓 | $775 |
| ASSETMARK, INC | 新建仓 | $723 |
| OSAIC HOLDINGS, INC. | 加仓 | $619 |
2026Q1 卖出最多
| MORGAN STANLEY | 减仓 | -$3,360.20万 |
| CITADEL ADVISORS LLC | 减仓 | -$67.28万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$8.63万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$2.09万 |
| JONES FINANCIAL COMPANIES LLLP | 清仓 | -$1.74万 |
| Ancora Advisors LLC | 清仓 | -$1.65万 |
| Aventura Private Wealth, LLC | 减仓 | -$1.64万 |
| Beaird Harris Wealth Management, LLC | 清仓 | -$4,150 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$2,789 |
| Reyes Financial Architecture, Inc. | 清仓 | -$860 |
| US BANCORP \DE\ | 清仓 | -$708 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 8,911,093 | $4.60亿 | 0.03% | -650,949 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,911 | $206.02万 | 0.00% | -1,671 | 减仓 |
| FIFTH THIRD BANCORP | 12,110 | $62.51万 | 0.00% | 12,110 | 新建仓 |
| CITADEL ADVISORS LLC | 6,965 | $35.95万 | 0.00% | -13,033 | 减仓 |
| ROYAL BANK OF CANADA | 748 | $3.90万 | 0.00% | 448 | 重新持有 |
| Steward Partners Investment Advisory, LLC | 481 | $2.48万 | 0.00% | 481 | 新建仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 444 | $2.29万 | 0.00% | -405 | 减仓 |
| Truvestments Capital LLC | 365 | $1.88万 | 0.00% | 365 | 新建仓 |
| VANGUARD ADVISERS INC | 167 | $8,621 | 0.00% | — | — |
| Colonial Trust Advisors | 104 | $5,368 | 0.00% | 104 | 新建仓 |
| OSAIC HOLDINGS, INC. | 86 | $4,438 | 0.00% | 12 | 加仓 |
| Larson Financial Group LLC | 60 | $3,097 | 0.00% | 60 | 新建仓 |
| IFP Advisors, Inc | 58 | $2,994 | 0.00% | 0 | 不变 |
| Arax Advisory Partners | 33 | $1,703 | 0.00% | 33 | 新建仓 |
| NewEdge Advisors, LLC | 32 | $1,652 | 0.00% | 32 | 新建仓 |
| Cassaday & Co Wealth Management LLC | 27 | $1,394 | 0.00% | 27 | 新建仓 |
| WELLS FARGO & COMPANY/MN | 25 | $1,291 | 0.00% | -54 | 减仓 |
| Sarver Vrooman Wealth Advisors | 24 | $1,239 | 0.00% | 0 | 不变 |
| Aventura Private Wealth, LLC | 18 | $929 | 0.00% | -318 | 减仓 |
| MAI Capital Management | 15 | $775 | 0.00% | 15 | 新建仓 |
| ASSETMARK, INC | 14 | $723 | 0.00% | 14 | 新建仓 |
内部人交易（Form 4）
MSSM 董事、高管和大股东的最新买卖申报。专业版可看 🔒