Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund, to m.in GFS Advisors, LLC, Golden State Wealth Management, LLC, Litman Gregory Asset Management LLC, Hantz Financial Services, Inc., Fifth Third Bancorp, i Capital Advisor Network LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Authentikos Wealth Advisory, LLC | 4 836 | 247 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 149 | 8 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 61 697 | 10,24 | 3 148 | 8,70 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 6 281 | 15,48 | 321 | 13,88 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 275 103 | 29,92 | 14 039 | 28,11 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 121 332 | 64,48 | 6 192 | 62,20 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 56 485 | 6,87 | 2 882 | 5,37 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 845 | 43 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 55 065 | 25,35 | 2 810 | 23,58 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 486 020 | 21,06 | 24 802 | 19,38 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 4 615 | 1,65 | 236 | 0,43 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 160 618 | 1,24 | 8 261 | -0,60 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 24 477 | 13,87 | 1 249 | 12,32 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 16 357 | 0,17 | 835 | -1,30 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 151 | 0 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 259 | 79,86 | 64 | 77,78 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 24 209 | 8,22 | 1 235 | 6,74 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 732 | 37 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 50 409 | 1,65 | 2 572 | 0,23 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors 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 | 21 699 | 136,66 | 1 107 | 133,54 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 4 889 | 0,27 | 249 | -1,19 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 28 260 | 1 404 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 23 230 | 208,66 | 1 185 | 203,85 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 749 709 | 5,12 | 38 258 | 3,66 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 88 800 | 32,34 | 4 531 | 30,50 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 52 400 | 32,66 | 2 674 | 30,77 | |||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 0 | 0 | ||||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 61 046 | 2,90 | 3 115 | 1,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 99 010 | 5 052 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 7 584 | 5,14 | 387 | 3,75 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 4 737 | 242 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13 187 | 4,98 | 673 | 3,38 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 197 | 10 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 39 048 | 82,09 | 1 993 | 79,62 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 3 | 0 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 3 424 | -1,38 | ||||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 11 925 | 38,91 | 609 | 36,94 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 48 455 | 0,50 | 2 473 | -1,28 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 54 830 | 22,31 | 2 798 | 20,61 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 610 | 32 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 12 508 | 2,37 | 638 | 0,95 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 56 200 | 46,35 | 2 868 | 44,29 | |||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 146 045 | 8,79 | 7 453 | 7,28 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4 507 | 230 |
