Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Pimco Dynamic Income Opportunities Fund, to m.in Cerity Partners LLC, Integrity Wealth Partners, LLC, Navis Wealth Advisors, LLC, Sit Investment Associates Inc, CENTRAL TRUST Co, Shay Capital LLC, West Michigan Advisors, Llc, Clearview Wealth Management LLC, IHT Wealth Management, LLC, Sovran Advisors, LLC, Gateway Wealth Partners, LLC, Equitable Holdings, Inc., TCG Advisory Services, LLC, Osbon Capital Management Llc, Beaird Harris Wealth Management, LLC, i Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 10 639 | 0,43 | 138 | -6,16 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 187 532 | 47,05 | 2 425 | 37,34 | ||||
| 2026-01-29 | 13F | Comerica Bank | 72 112 | 422,55 | 998 | 414,43 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 33 589 | 196,51 | 444 | 182,80 | ||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 60 514 | 1 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 11 222 | 145 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 3 565 457 | 1,24 | 46 101 | -5,42 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 13 785 | 184 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 49 833 | 2,49 | 651 | -4,27 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 20 484 | 2,77 | 265 | -4,00 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 25 000 | 66,67 | 323 | 56,04 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 840 793 | 5,10 | 10 871 | -1,81 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 37 428 | 5,76 | 484 | -1,23 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 392 835 | 1,89 | 5 129 | -4,74 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 18 251 | 14,52 | 236 | 6,82 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 22 773 | 5,27 | 294 | -1,67 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 233 197 | 3 015 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 21 155 | 38,26 | 275 | 29,11 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 195 582 | 15,42 | 2 529 | 7,80 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 16 115 | 0,67 | 208 | -5,88 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 31 500 | 407 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 650 442 | 0,02 | 9 002 | 99 922,22 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3 750 | 167,86 | 48 | 152,63 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 327 028 | 19,91 | 4 317 | 14,36 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 15 982 | 207 | ||||||
| 2026-05-12 | 13F | Creative Planning | 22 518 | 7,82 | 291 | 0,69 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 9 931 | 19,90 | 128 | 12,28 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10 631 | 147 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 18 059 | 3,75 | 234 | -2,92 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 25 000 | 326 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 187 823 | 33,21 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | Fund Advisors of America Inc/FL | 30 241 | 3,01 | 391 | -3,69 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 63 535 | 822 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5 500 | 7,84 | 71 | 1,43 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 865 387 | 7,54 | 11 189 | 0,47 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 35 742 | 5,06 | 462 | -1,70 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1 267 824 | 3,03 | 16 | -5,88 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 44 056 | 570 | ||||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 90 524 | 1 170 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 92 725 | 4,57 | 1 283 | 2,48 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 983 369 | 5,82 | 12 715 | -1,14 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 224 499 | 0,04 | 2 903 | -6,54 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 16 354 | 211 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 11 000 | 142 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 60 268 | 779 | ||||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 95 649 | 1 237 | ||||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 547 | 7 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1 745 837 | 22 574 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 19 790 | 2,88 | 256 | -3,76 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 50 000 | 138,10 | 664 | 125,08 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 89 634 | 10,39 | 1 170 | 4,19 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 1 269 | 2,92 | 16 | -5,88 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1 980 | 2,80 | 26 | -3,85 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 286 227 | 0,63 | 3 701 | -6,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 300 | 4 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 347 194 | 6,96 | 30 348 | -0,08 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 35 631 | 0,37 | 461 | -6,31 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 3 604 | 47 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 648 | -35,81 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3 377 | 44 | ||||||
| 2026-05-15 | 13F | Shay Capital LLC | 27 720 | 358 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 23 796 | 308 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 49 | -7,69 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 68 998 | 47,88 | 892 | 38,29 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 31 555 | 1,03 | 408 | -5,56 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 99 325 | 0,49 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 365 731 | 19,32 | 4 729 | 11,48 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 23 236 | 76,32 | 300 | |||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 128 530 | 1 662 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 175 425 | 73,12 | 2 268 | 61,77 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10 205 | 132 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 15 502 | 3,14 | 200 | -3,85 |
