Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w PIMCO Dynamic Income Strategy Fund, to m.in Navis Wealth Advisors, LLC, Quantinno Capital Management LP, Investment Management Trust, LLC, Fifth Third Bancorp, Abel Hall, LLC, Brown Advisory Inc, Awm Capital, Llc, CoreCap Advisors, LLC, i Wealth Science Advisors 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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 12 443 | 274 | ||||||
| 2026-04-13 | 13F | Stolper Co | 40 357 | 65,10 | 1 | |||||
| 2026-05-15 | 13F | Brown Advisory Inc | 12 022 | 265 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 999 725 | 3,85 | 22 054 | 21,99 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 16 028 | 0,96 | 354 | 18,46 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 29 665 | 81,03 | 654 | 113,03 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 9 547 | 211 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 772 043 | 24,00 | 17 031 | 45,66 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 16 740 | 369 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 388 722 | 8 575 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 87 566 | 9,70 | 1 932 | 28,82 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 7 397 | 8,03 | 163 | 27,34 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8 467 | 187 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 009 | 53,11 | 22 | 83,33 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 500 | 0 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 12 527 | 0,58 | 235 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 31 253 | 883,42 | 689 | 1 067,80 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 30 600 | 1 411,11 | 675 | 1 676,32 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 9 945 | 219 | ||||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 13 575 | 0,63 | 301 | 2,03 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 63 378 | 10,92 | 1 398 | 30,29 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 2 500 | 606,21 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 18 503 | 11,39 | 408 | 31,19 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 953 643 | 8,84 | 21 037 | 27,85 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 23 945 | 27,67 | 528 | 28,78 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 35 201 | 0,06 | 777 | 17,58 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 9 507 | 210 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 75 833 | 0,39 | 1 673 | 17,91 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1 021 789 | 6,13 | 23 | 22,22 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 90 004 | 20,79 | 2 219 | 20,81 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 250 000 | 28,69 | 6 | 66,67 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 21 943 | 484 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 118 998 | 15,20 | 2 625 | 35,38 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 49 164 | 1 085 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 484 764 | 0,66 | 10 694 | 18,25 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 964 | 18 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 978 814 | 1,91 | 21 593 | 19,72 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 18 049 | 399 | ||||||
| 2026-04-28 | 13F | Abel Hall, LLC | 15 000 | 331 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 16 301 | 360 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 149 352 | 137,32 | 3 295 | 178,92 | ||||
| 2026-05-15 | 13F | Almitas Capital LLC | 541 492 | 257,99 | 11 945 | 320,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 53 558 | 20,11 | 1 181 | 41,10 | ||||
| 2026-05-01 | 13F | Altium Capital Management LP | 157 700 | 4,43 | 3 479 | 22,68 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 20 775 | 73,12 | 458 | 103,56 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 000 | 21 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 49 079 | 1 083 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 339 026 | 5,64 | 7 479 | 24,10 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 75 833 | 0,39 | 1 683 | 1,75 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 21 700 | 5,85 | 0 | |||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 10 158 | 19,14 | 224 | 5,66 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 914 798 | 25,53 | 20 180 | 47,45 |
