US61761JZN26 - 摩根士丹利 股票 - 股價,機構持股,股東

基本數據
機構持有者 3 total, 3 long only, 0 short only, 0 long/short - change of -2.88% MRQ
平均投資組合配置 0.1138 % - change of -6.03% MRQ
機構持股(長期) 8,907,000 (ex 13D/G) - change of -15.08MM shares -62.86% MRQ
機構市值(長期) $ 8,829 USD ($1000)
機構持股和股東

Morgan Stanley (US:US61761JZN26)擁有 3 家已向美國證券交易委員會(SEC)提交了13D/G或13F表格的機構持有人和股東。 這些機構持有總共8,907,000股。 最大的股東包括 BBCPX - Bridge Builder Core Plus Bond Fund, MXSDX - Great-West Short Duration Bond Fund Investor Class, and MXFDX - Great-West Core Bond Fund Investor Class .

Morgan Stanley (US61761JZN26)的機構持股結構顯示了機構和基金在該公司的當前持倉情況,以及最新的持倉變動。主要的股東可能包括個人投資者,互惠基金,對沖基金或機構。《13D附表》表示投資者持有(或曾持有)該公司超過5%的股份並且打算(或曾打算)積極追求業務策略的變化。《13G附表》表示被動投資超過5%。

US61761JZN26 / Morgan Stanley - 3.95% 2027-04-23 Institutional Ownership
13F和NPORT申報文件

13F文件的詳細信息可免費查閱。而NP文件的詳細信息則需要高級會員資格。 綠色行表示新增倉位。 紅色行表示已平倉位。 點擊連結 查看完整交易記錄。

升級 解鎖高級數據並導出至Excel .

呈報日期 來源 投資者 類型 均價
(預計)
股份數量 Δ 持股
(%)
申報
價值
($1000)
Δ 市值
(%)
投組占比
(%)
2025-08-29 NP JAGJX - 超短期債券信託系列 I 916
2025-08-27 NP VBMFX - 先鋒總債券市場指數基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 59,771 1.67
2025-07-25 NP IGSB - iShares 短期公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,365 12.79
2025-06-26 NP SLQD - iShares 0-5 年投資等級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,831 19.67
2025-07-29 NP MYCF - SPDR SSGA My2026 公司債 ETF 248 25.38
2025-07-22 NP FTRFX - 聯合總回報債券基金服務股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,646 0.32
2025-08-27 NP 高級系列信託 - AST 目標成熟度中央投資組合 55 0.00
2025-07-25 NP SWSBX - 嘉信短期債券指數基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 297 0.34
2025-08-27 NP 高級系列信託 - AST 投資等級債券投資組合 651 0.46
2025-08-20 NP 全國可變保險信託 - NVIT Y 級債券指數基金 497 0.40
2025-08-27 NP BBTBX - Bridge Builder 核心債券基金 14,101 0.46
2025-08-28 NP SPAB - SPDR(R) 投資組合綜合債券 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 894 0.56
2025-07-25 NP SUSC - iShares ESG 美元公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 697 -2.38
2025-06-20 NP BondBloxx ETF 信託 - BondBloxx BBB 評等 1-5 年期公司債 ETF 203 48.18
2025-07-28 NP BBCB - 摩根大通公司債研究增強型 ETF 111 -5.17
2025-08-22 NP 可變保險產品基金 V - 債券指數投資組合初始類別 199 0.51
2025-08-27 NP FAFIX - PFM 多經理固定收益基金機構類 944 0.53
2025-07-30 NP UNIY - WisdomTree Voya 收益增強型美元萬能債券基金 不適用 475 55.41
2025-04-29 NP AGGY - WisdomTree 收益增強型美國綜合債券基金 不適用 188 0.54
2025-08-27 NP VBISX - 先鋒短期債券指數基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,663 25.37
2025-07-28 NP VCAAX - 資產配置基金 149 0.00
2025-06-26 NP MSTVX - 晨星另類基金 12 0.00
2025-06-26 NP BLACKROCK FUNDS - iShares 美國中級信用債券指數基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,252 0.89
2025-05-27 NP GGBFX - 全球債券基金投資者 27 0.00
2025-08-27 NP Touchstone 變數系列信託 - Touchstone 平衡基金 88 1.15
2025-08-19 NP GSFAX - 高盛債券基金 A 類 173 0.00
2025-06-23 NP CMPIX - A 類收入基金 9,920 0.93
2025-06-26 NP MQLIX - MFS 有限期限基金 I 2,344 0.95
2025-06-30 NP VFSTX - Vanguard 短期投資等級基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,013 -4.22
2025-05-28 NP BBCPX - Bridge Builder Core Plus 債券基金 4,664,000 0.00 4,613 0.94
2025-08-26 NP TIBDX - TIAA-CREF 機構級債券基金 681 0.44
2025-08-06 NP 林肯可變保險產品信託 - LVIP SSGA 債券指數基金標準類別 298 0.68
2025-08-26 NP 主投資組合 - 美國總債券指數主投資組合 285 0.71
2025-08-25 NP SCHJ - 嘉信理財 1-5 年期公司債 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 398 0.51
2025-07-29 NP BSCR - Invesco BulletShares 2027 公司債 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,231 16.06
2025-07-24 NP FNDSX - 富達永續發展債券指數基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50 0.00
2025-07-24 NP FXNAX - 富達美國債券指數基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,906 0.31
2025-06-25 NP BKAG - 紐約梅隆銀行核心債券 ETF 124 0.82
2025-08-25 NP MFS 可變保險信託 III - MFS 有限期限投資組合初始類別 116 -12.78
2025-08-28 NP SSAFX - 道富綜合債券指數投資組合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25 0.00
2025-08-26 NP PABAX - Putnam動態資產配置平衡基金A類股票 812 0.50
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 債券市場指數帳戶 1 級 50 0.00
2025-08-28 NP SPSB - SPDR(R) 投資組合短期公司債 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,514 -27.46
2025-07-25 NP PNIIX - 債券市場指數基金機構類別 703 0.29
2025-08-19 NP GSFIX - 高盛機構核心固定收益基金 1,621 0.50
2025-06-26 NP KCLIX - 哥倫布騎士有限久期基金 I 股 967 0.94
2025-07-22 NP GIGB - 高盛 Access 投資等級公司債 ETF 248 0.41
2025-08-21 NP MXSDX - Great-West 短期債券基金投資者類別 3,489,000 -17.32 3,467 -16.94
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic 高盛核心固定收益投資組合 I 類股票 30 0.00
2025-08-27 NP VBINX - 先鋒平衡指數基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 740 0.54
2025-07-25 NP LQDB - iShares BBB 評級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43 0.00
2025-08-26 NP BlackRock Funds IV - 貝萊德系統性多策略基金投資者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 506 0.40
2025-08-27 NP SEBLX - Touchstone 平衡基金 A 類 1,079 0.56
2025-08-28 NP SIOAX - SIMT 多資產收益基金 F 級 561 0.54
2025-07-29 NP VSCSX - 先鋒短期公司債指數基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,118 14.99
2025-07-29 NP VCEB - Vanguard ESG 美國公司債 ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 540 38.82
2025-08-22 NP 可變保險產品基金 V - 投資等級債券 II 投資組合初始類別 931 0.54
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT 全球資產配置基金 IA 類股票 40 0.00
2025-06-24 NP MFS 中等收入信託 288 0.70
2025-08-26 NP PAEAX - Putnam動態資產配置成長基金A類股 467 0.65
2025-07-25 NP AGG - iShares 核心美國綜合債券 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,265 0.63
2025-08-27 NP VANGUARD 可變保險基金 - 短期投資等級投資組合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 886 0.57
2025-06-26 NP IBDS - iShares iBonds Dec 2027 定期企業 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,121 5.89
2025-07-29 NP VTC - Vanguard Total Corporate Bond ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 198
2025-08-29 NP QIG - WisdomTree 美國公司債基金 不適用 155 0.65
2025-08-11 NP 六環信託 - 六環全球債券基金 17 0.00
2025-06-23 NP PGDIX - 全球多元化收益基金機構類別 198 1.02
2025-06-27 NP SUNAMERICA 系列信託 - SA 聯合企業債券投資組合 1 級 8,184 0.92
2025-07-22 NP FDBAX - 聯邦債券基金 A 類股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,487 0.34
2025-08-26 NP GMDYX - 機構中期債券基金 396 0.51
2025-07-25 NP SWAGX - 施瓦布美國綜合債券指數基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 347 0.29
2025-08-26 NP PACAX - Putnam動態資產配置保守基金A類股票 504 0.60
2025-06-25 NP DBMIX - 紐約梅隆銀行債券市場指數基金投資人股票 248 1.22
2025-06-26 NP NUAG - Nuveen 增強收益美國綜合債券 ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 0.00
2025-08-27 NP VTBIX - Vanguard Total Bond Market II 指數型基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,557 0.49
2025-08-28 NP SPIB - SPDR(R) 投資組合中期公司債 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,069 -13.01
2025-06-24 NP PUTNAM FUNDS TRUST - Putnam 短期債券基金 A 類 9,923 0.94
2025-07-24 NP FIFZX - 富達系列債券指數基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,856 0.32
2025-08-26 NP 高盛可變保險信託 - 高盛核心固定收益基金服務 20 0.00
2025-08-28 NP TBIIX - TIAA-CREF 債券指數基金機構類別 1,963 0.46
2025-08-27 NP 俄亥俄國家基金公司 - ON 債券投資組合 994 0.40
2025-08-26 NP TSWFX - TSW CORE PLUS BOND FUND 機構股票 199 0.51
2025-07-25 NP USIG - iShares Broad 美元投資等級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,027 5.69
2025-08-25 NP SCHZ - 嘉信理財美國綜合債券 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 596 0.51
2025-06-26 NP DSTIX - 紐約梅隆銀行 D 級短期收入基金 308 0.99
2025-07-25 NP GVI - iShares 中級政府/信用債券 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 430 0.47
2025-06-25 NP SBND - 哥倫比亞短期債券 ETF 99 1.02
2025-08-27 NP TOBAX - Touchstone 主動債券基金 A 類 808 0.50
2025-08-27 NP Touchstone 變數系列信託 - Touchstone 債券基金 - I 類 155 0.65
2025-07-25 NP SUSB - iShares ESG 1-5 年期美元公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 663 -7.93
2025-08-26 NP PUTNAM 可變信託 - Putnam VT 收入基金 IA 類股票 756 0.53
2025-08-26 NP TCBPX - TIAA-CREF 債券加基金零售類別 1,471 0.48
2025-08-27 NP VCOBX - Vanguard 核心債券基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,286 0.49
2025-08-27 NP VCRB - 先鋒核心債券 ETF ETF 股票 408 0.49
2025-06-26 NP ISTB - iShares 核心 1-5 年美元債券 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 768 -1.03
2025-08-21 NP MXFDX - Great-West 核心債券基金投資者類別 754,000 0.00 749 0.54
2025-07-25 NP EAGG - iShares ESG 美國綜合債券 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 495 -0.60
2025-08-27 NP VANGUARD 可變保險基金 - 債券市場指數投資組合總額 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 323 0.31
2025-06-25 NP PDBAX - PGIM 總報酬債券基金 A 類 16,188 0.90
2025-06-30 NP VCPSX - 先鋒之星核心加債券基金機構股票 910
2025-08-27 NP VCPAX - Vanguard Core-Plus 債券基金 Admiral Shares 173 0.00
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