MORGAN STANLEY CHINA A SH FD shareholder history

Current and past MORGAN STANLEY CHINA A SH FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 1610.00%0.00%0.01%Q4 2015Q1 202343
LAZARD ASSET MANAGEMENT LLC 42420.06%0.14%0.28%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Rehmann Capital Advisory Group 42420.01%0.19%0.71%Q2 2009Q3 201942
1607 Capital Partners, LLC 3520.04%1.15%1.78%Q3 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
FIRST MANHATTAN CO. LLC. 34340.00%0.00%0.00%Q1 2014Q2 202234
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 2490.12%3.73%7.87%Q1 2015Q3 202333
CITIGROUP INC 2550.00%0.00%0.00%Q2 2013Q2 202130
BARCLAYS PLC 29290.00%0.00%0.00%Q2 2016Q2 202329
DAVENPORT & Co LLC 28280.00%0.16%0.79%Q2 2013Q1 202028
BANK OF MONTREAL /CAN/ 28280.00%0.00%0.00%Q1 2014Q4 202028
Geneos Wealth Management Inc. 27270.00%0.00%0.01%Q1 2016Q3 202227
Shaker Financial Services, LLC 2220.12%0.33%0.64%Q1 2015Q3 202327
CLOUGH CAPITAL PARTNERS L P 2420.02%0.09%0.22%Q2 2013Q2 202026
Raymond James Financial Services Advisors, Inc. 24240.00%0.00%0.00%Q4 2017Q3 202324
Matisse Capital 1260.42%1.95%4.73%Q4 2015Q4 202224
PNC FINANCIAL SERVICES GROUP, INC. 1040.00%0.00%0.00%Q2 2013Q3 202324
Global Endowment Management, LP 23230.06%0.14%0.50%Q2 2015Q4 202023
SIMPLEX TRADING, LLC 1310.00%0.00%0.01%Q2 2015Q2 202322
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2110.00%0.02%0.04%Q3 2014Q4 202122
WHITTIER TRUST CO 1840.00%0.00%0.01%Q4 2015Q2 202122
Thomas J. Herzfeld Advisors, Inc. 1210.00%0.28%1.33%Q1 2015Q3 202322
Advisory Services Network, LLC 1310.00%0.01%0.07%Q1 2016Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.07%Q2 2013Q3 202320
abrdn plc 20200.00%0.00%0.00%Q3 2017Q2 202220
Steward Partners Investment Advisory, LLC 1630.00%0.00%0.00%Q4 2017Q3 202319
HighTower Advisors, LLC 1110.00%0.01%0.03%Q3 2014Q3 202318
FLAGSHIP HARBOR ADVISORS, LLC 18180.03%0.08%0.11%Q1 2018Q2 202218
FIRST TRUST ADVISORS LP 18180.00%0.00%0.00%Q2 2017Q3 202118
HSBC HOLDINGS PLC 18180.00%0.00%0.00%Q1 2012Q2 201618
EnTrustPermal Management LLC 17175.95%16.44%29.52%Q2 2013Q2 201717
CORNERSTONE ADVISORS INC 1210.07%1.11%3.52%Q3 2013Q4 201817
RAYMOND JAMES & ASSOCIATES 910.00%0.00%0.00%Q3 2016Q1 202217
BDO Wealth Advisors, LLC 17170.00%0.00%0.00%Q2 2018Q2 202217
LADENBURG THALMANN FINANCIAL SERVICES INC. 820.00%0.00%0.00%Q1 2015Q4 201916
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q2 2017Q2 202016
Proficio Capital Partners LLC 880.06%0.27%0.46%Q1 2017Q4 202116
Brinker Capital Investments, LLC 16160.10%0.14%0.20%Q3 2015Q2 201916
ROCKY MOUNTAIN ADVISERS, LLC 16160.03%0.05%0.08%Q4 2013Q3 201716
STRS OHIO 15150.00%0.00%0.00%Q1 2020Q3 202315
LPL Financial LLC 960.00%0.00%0.01%Q2 2013Q1 201715
Walleye Capital LLC 15150.00%0.04%0.13%Q2 2019Q4 202215
GEODE CAPITAL MANAGEMENT, LLC 610.00%0.00%0.00%Q1 2015Q2 201915
Dynamic Advisor Solutions LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
IFP Advisors, Inc 14140.00%0.00%0.00%Q4 2015Q1 201914
GUGGENHEIM CAPITAL LLC 710.00%0.00%0.00%Q4 2015Q2 202113
Karpus Management, Inc. 760.01%0.12%0.25%Q4 2014Q3 202313
OSAIC HOLDINGS, INC. 13130.00%0.00%0.00%Q1 2020Q1 202313
DOLIVER ADVISORS, LP 420.12%0.98%2.24%Q3 2014Q2 201813
Quantedge Capital Pte Ltd 12120.09%0.39%1.37%Q4 2020Q3 202312
Main Management LLC 12120.00%0.01%0.02%Q4 2019Q3 202212
American Portfolios Advisors 12120.00%0.00%0.00%Q4 2018Q3 202112
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Gramercy Funds Management LLC 12120.83%2.40%6.16%Q1 2015Q4 201712
OXFORD ASSET MANAGEMENT LLP 12120.09%0.27%0.42%Q2 2015Q1 201812
GOLDMAN SACHS GROUP INC 510.00%0.00%0.00%Q2 2012Q1 202011
GROUP ONE TRADING, L.P. 710.00%0.00%0.00%Q2 2017Q3 202011
Advisor Group, Inc. 610.00%0.00%0.00%Q2 2016Q4 201911
Walleye Trading LLC 620.00%0.00%0.00%Q1 2018Q2 202111
ALTFEST L J & CO INC 810.09%3.37%8.82%Q2 2016Q1 202010
STIFEL FINANCIAL CORP 610.00%0.00%0.00%Q4 2015Q1 202010
Creative Planning 730.00%0.00%0.00%Q2 2013Q2 201710
Elite Wealth Management, Inc. 610.01%0.32%1.43%Q3 2012Q3 201610
CSS LLC/IL 910.01%0.02%0.03%Q4 2015Q2 201910
NEXT Financial Group, Inc 610.00%0.00%0.00%Q4 2014Q3 202110
JPMORGAN CHASE & CO 710.00%0.00%0.00%Q2 2013Q4 202010
JBF Capital, Inc. 410.00%0.00%0.00%Q3 2015Q3 20209
VALLEY NATIONAL ADVISERS INC 990.00%0.00%0.00%Q2 2017Q2 20199
Truvestments Capital LLC 510.00%0.00%0.00%Q3 2018Q1 20219
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q1 2020Q1 20229
Oasis Management Co Ltd. 310.00%3.19%8.92%Q4 2015Q3 20209
OPPENHEIMER & CO INC 610.01%0.01%0.01%Q2 2015Q1 20199
PATTEN & PATTEN INC/TN 990.08%0.10%0.12%Q2 2013Q2 20159
Compagnie Lombard Odier SCmA 880.01%0.01%0.02%Q1 2015Q4 20168
Glacier Peak Capital LLC 510.82%1.32%2.04%Q2 2013Q4 20168
6 Meridian 510.06%0.10%0.20%Q4 2017Q2 20218
Bank of New York Mellon Corp 880.00%0.00%0.00%Q2 2013Q1 20158
Allspring Global Investments Holdings, LLC 880.08%0.10%0.11%Q4 2021Q3 20238
TOTH FINANCIAL ADVISORY CORP 710.00%0.00%0.00%Q2 2018Q4 20218
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q1 2016Q4 20208
AMICA PENSION FUND BOARD OF TRUSTEES 770.10%0.12%0.16%Q2 2015Q4 20167
Amica Retiree Medical Trust 770.11%0.13%0.16%Q2 2015Q4 20167
TFS CAPITAL LLC 210.02%0.07%0.14%Q2 2013Q2 20177
LINCOLN NATIONAL CORP 410.00%0.00%0.01%Q3 2020Q3 20237
Platte River Capital LLC 610.03%0.12%0.17%Q2 2013Q1 20157
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.02%0.16%0.82%Q1 2015Q2 20237
AMERICAN INTERNATIONAL GROUP, INC. 520.00%0.00%0.00%Q2 2013Q1 20167
CIBC WORLD MARKET INC. 410.00%0.00%0.00%Q4 2013Q3 20187
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SIMON QUICK ADVISORS, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
AMICA MUTUAL INSURANCE CO 770.11%0.13%0.16%Q2 2015Q4 20167
DEUTSCHE BANK AG\ 430.00%0.00%0.00%Q3 2013Q2 20167
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2013Q4 20227
CREDIT SUISSE AG/ 510.00%0.01%0.02%Q1 2013Q2 20166
CREDIT AGRICOLE S A 660.00%0.00%0.00%Q2 2013Q3 20146
IHT Wealth Management, LLC 660.00%0.01%0.01%Q4 2016Q1 20186
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q4 2013Q3 20226
DORCHESTER WEALTH MANAGEMENT Co 660.08%0.10%0.12%Q3 2018Q4 20196
MSI Financial Services Inc 330.00%0.00%0.00%Q2 2013Q2 20166
GENDELL JEFFREY L 660.19%0.25%0.32%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
NINE MASTS CAPITAL Ltd 410.03%0.38%1.28%Q1 2015Q3 20186
Virtu KCG Holdings LLC 330.01%0.01%0.02%Q3 2013Q2 20156
Quad-Cities Investment Group, LLC 660.01%0.10%0.25%Q2 2018Q3 20196
NatWest Group plc 550.00%0.01%0.02%Q2 2013Q2 20145
BlueCrest Capital Management LLP 550.07%0.15%0.26%Q2 2013Q2 20145
SG Americas Securities, LLC 210.01%0.02%0.02%Q4 2013Q4 20155
Cordasco Financial Network 550.00%0.00%0.00%Q4 2015Q4 20165
QUANTUM CAPITAL MANAGEMENT 550.00%0.00%0.01%Q3 2019Q3 20205
SIGNATUREFD, LLC 550.00%0.01%0.01%Q3 2015Q3 20165
Centaur Capital 320.41%1.57%3.08%Q2 2017Q3 20185
Apriem Advisors 550.01%0.01%0.01%Q4 2015Q4 20165
Private Advisor Group, LLC 210.00%0.01%0.02%Q2 2017Q2 20205
Mosaic Family Wealth, LLC 440.00%0.00%0.01%Q2 2017Q1 20184
ABERDEEN ASSET MANAGEMENT PLC/UK 310.00%0.01%0.02%Q4 2015Q2 20174
Tradewinds Capital Management, LLC 310.00%0.00%0.00%Q4 2015Q4 20164
Cornerstone Advisors, LLC 440.14%0.35%0.63%Q4 2019Q3 20204
Weiss Asset Management LP 210.04%0.54%2.03%Q4 2015Q1 20184
MISSION WEALTH MANAGEMENT, LP 220.20%0.31%0.48%Q3 2015Q3 20164
SCHRODER INVESTMENT MANAGEMENT GROUP 310.00%0.00%0.00%Q3 2013Q3 20144
Ayalon Insurance Comp Ltd. 440.08%0.28%0.60%Q1 2015Q4 20154
Elequin Capital, LP 440.01%0.04%0.08%Q4 2022Q3 20234
Detwiler Fenton Investment Management LLC 220.30%0.48%0.68%Q1 2011Q2 20124
BESSEMER GROUP INC 440.00%0.00%0.00%Q4 2022Q3 20234
Close Asset Management Ltd 440.00%0.00%0.00%Q1 2017Q4 20174
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
Cardan Capital Partners, LLC 440.05%0.06%0.07%Q1 2017Q4 20174
Almitas Capital LLC 440.15%0.22%0.29%Q4 2022Q3 20234
Trellus Management Company, LLC 210.20%0.64%0.93%Q2 2013Q1 20143
LEUTHOLD GROUP, LLC 330.03%0.03%0.03%Q2 2017Q4 20173
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
FIDUCIARY TRUST INTERNATIONAL LLC 330.23%0.34%0.41%Q2 2013Q4 20133
ROYCE & ASSOCIATES LP 330.00%0.00%0.00%Q2 2013Q4 20133
FMR LLC 110.00%0.00%0.00%Q1 2020Q2 20213
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2014Q4 20153
Verition Fund Management LLC 210.03%0.05%0.06%Q3 2013Q2 20143
Atlas Wealth LLC 330.02%0.04%0.06%Q4 2022Q2 20233
BANQUE PICTET & CIE SA 330.07%0.08%0.10%Q4 2013Q2 20143
Qube Research & Technologies Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
Frontier Wealth Management LLC 210.03%0.10%0.13%Q4 2014Q1 20183
COMMONWEALTH EQUITY SERVICES, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Ashmore Group plc 330.01%0.05%0.09%Q3 2013Q1 20143
Sigma Planning Corp 210.01%0.02%0.02%Q2 2017Q2 20193
Diversified Trust Co 330.12%0.13%0.15%Q2 2013Q4 20133
Cetera Advisors LLC 330.01%0.01%0.01%Q4 2020Q2 20213
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q4 2010Q2 20113
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q2 2013Q4 20133
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
NEWGATE CAPITAL MANAGEMENT LLC 330.59%0.89%1.12%Q4 2014Q2 20153
Bank Pictet & Cie (Europe) AG 330.54%0.63%0.75%Q4 2013Q2 20143
OTA Financial Group L.P. 330.34%0.35%0.36%Q4 2014Q2 20153
Segantii Capital Management Ltd 220.01%0.01%0.02%Q4 2021Q1 20222
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q1 2014Q2 20142
ORRSTOWN FINANCIAL SERVICES INC 220.01%0.01%0.01%Q3 2015Q4 20152
U S GLOBAL INVESTORS INC 220.09%0.09%0.09%Q4 2014Q1 20152
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q3 2014Q2 20152
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Guild Investment Management, Inc. 221.93%1.97%2.00%Q1 2019Q2 20192
Ionic Capital Management LLC 220.11%0.15%0.19%Q2 2015Q3 20152
BLACKROCK ADVISORS LLC 220.00%0.00%0.00%Q3 2016Q4 20162
DRIEHAUS CAPITAL MANAGEMENT LLC 220.04%0.06%0.08%Q3 2014Q4 20142
St. Johns Investment Management Company, LLC 220.04%0.07%0.10%Q1 2018Q2 20182
Lindbrook Capital, LLC 220.10%0.10%0.10%Q4 2018Q1 20192
Trutina Financial LLC 110.01%0.01%0.01%Q3 2013Q1 20142
EJF Capital LLC 220.10%0.17%0.25%Q4 2014Q1 20152
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2016Q4 20192
B. Riley Wealth Management, Inc. 220.00%0.00%0.00%Q1 2014Q2 20142
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Financial Sense Advisors, Inc. 110.20%0.20%0.20%Q1 2015Q1 20151
BlackRock Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Financial Architects, Inc 110.01%0.01%0.01%Q3 2013Q3 20131
Advance Emerging Capital Ltd 113.40%3.40%3.40%Q3 2015Q3 20151
Hudson Bay Capital Management LP 110.05%0.05%0.05%Q3 2015Q3 20151
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q3 2013Q3 20131
First Allied Advisory Services, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Jefferies Group LLC 110.01%0.01%0.01%Q3 2015Q3 20151
CAZENOVE CAPITAL MANAGEMENT LTD 110.82%0.82%0.82%Q2 2013Q2 20131
ELEMENT POINTE ADVISORS, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Integrated Wealth Management 110.00%0.00%0.00%Q1 2016Q1 20161
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
BFAM Partners (Cayman) Ltd 110.54%0.54%0.54%Q4 2019Q4 20191
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
ING GROEP NV 110.00%0.00%0.00%Q1 2013Q1 20131
1832 Asset Management L.P. 110.03%0.03%0.03%Q2 2015Q2 20151
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q4 2014Q4 20141
Dakota Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q3 2018Q3 20181
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2018Q1 20181
Citadel Advisors 110.00%0.00%0.00%Q4 2017Q4 20171
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Hillhouse Capital Management 110.73%0.73%0.73%Q2 2013Q2 20131
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Round Table Services, LLC 110.18%0.18%0.18%Q2 2015Q2 20151
CWM, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Laurion Capital Management LP 110.01%0.01%0.01%Q2 2018Q2 20181
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
MAINSTREAM INVESTMENT ADVISERS LLC 111.02%1.02%1.02%Q2 2013Q2 20131
ARDSLEY ADVISORY PARTNERS LP 110.08%0.08%0.08%Q3 2014Q3 20141
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
CHASE INVESTMENT COUNSEL CORP 110.56%0.56%0.56%Q2 2018Q2 20181
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q4 2013Q4 20131
New Harbor Financial Group, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Progeny 3, Inc. 110.17%0.17%0.17%Q2 2015Q2 20151
PICTON MAHONEY ASSET MANAGEMENT 110.01%0.01%0.01%Q2 2013Q2 20131
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
External links

This page lists all the filers that currently own MORGAN STANLEY CHINA A SH FD or have owned MORGAN STANLEY CHINA A SH FD in the past.