Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund, omfatter Great Valley Advisor Group, Inc., Rsm Us Wealth Management Llc, Duncan Williams Asset Management, LLC, og Crewe Advisors LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Evensky & Katz LLC | 22.231 | 242,07 | 2 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 593.470 | 6,59 | 57.751 | 7,19 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | 0 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 10.607 | 0,50 | 1.032 | 1,08 | ||||
| 2025-07-16 | 13F | Novem Group | 128.037 | 6,67 | 12.459 | 7,27 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 183 | 18 | ||||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 37.432 | 17,18 | 3.643 | 17,83 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 3.915 | 0,98 | 381 | 1,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.145 | 20,91 | 209 | 21,64 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 110.127 | 1,94 | 10.716 | 2,51 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 28 | 1.300,00 | 3 | |||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 226.609 | 2,39 | 22.052 | 2,96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18.778 | 30,29 | 1.827 | 31,06 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 4.590 | 38,71 | 447 | 39,38 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 10.755 | 8,42 | 1.047 | 9,07 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2.358 | 721,60 | 229 | 748,15 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 57.316 | 5,13 | 5.580 | 5,78 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2.818 | 8,93 | 274 | 9,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30.663 | 229,78 | 2.984 | 231,81 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 16.191 | 15,63 | 1.576 | 16,32 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5.043 | 22,70 | 491 | 23,43 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3.784 | 368 | ||||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 415.439 | 1,23 | 40.426 | 1,80 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 23 | 2 | ||||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 110.127 | 1,94 | 10.716 | 2,51 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 18.947 | 3,45 | 1.844 | 4,06 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 370.962 | 2,01 | 36.098 | 2,58 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 19.238 | 98,86 | 1.872 | 100,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8.930 | 103,14 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22.474 | 8,92 | 2.187 | 9,52 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 289 | 1,05 | 28 | 3,70 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 2.295 | 223 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 388.600 | 37.814 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 51.186 | 8,86 | 4.960 | 9,23 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 12.343 | 1.201 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 91.857 | 1,97 | 8.939 | 2,54 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 110.360 | 20,12 | 10.739 | 20,80 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 108.389 | 10.547 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10.378 | 0,53 | 1.006 | 0,70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 34.003 | 0,72 | 3.309 | 1,29 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 80.536 | 2,87 | 8 | 0,00 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 16.243 | 24,39 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7.723 | 30,04 | 752 | 30,84 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 167.470 | 2,85 | 16.296 | 3,43 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 42.725 | 6,98 | 4.158 | 7,58 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 33.056 | 0,40 | 3.217 | 0,97 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 4.995 | 24,10 | 486 | 24,94 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 22.309 | 2,26 | 2.171 | 2,79 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12.924.231 | 9.829,95 | 133 | -98,94 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11.084 | 37,74 | 1.079 | 40,92 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5.674 | 54,60 | 552 | 55,49 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 22.299 | 1,19 | 2.170 | 1,74 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 41.000 | 17,44 | 3.990 | 18,09 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8.452 | 10,85 | 822 | 11,53 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 380.738 | 8,40 | 37.050 | 9,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4.053 | 394 | ||||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 227.261 | 2,46 | 22.115 | 3,03 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 523 | 51 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 70.210 | 852,13 | 7 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 835.200 | 17,47 | 81.273 | 18,12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17.781 | 44,06 | 1.730 | 44,89 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 76.936 | 0,38 | 7.487 | 0,93 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 12.963 | 13,49 | 1.261 | 14,12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 144.274 | 12,44 | 14.039 | 13,07 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2.780 | 29,48 | 271 | 30,43 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 57.420 | 12,63 | 5.588 | 13,26 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.976 | 51,41 | 387 | 51,97 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 81 | 8 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14.316 | 16,35 | 1.393 | 17,06 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.867 | 1,41 | 182 | 1,69 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 97.552 | 0,35 | 9.493 | 0,91 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1.336 | 16,07 | 130 | 17,12 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 62.696 | 8,31 | 6.101 | 8,91 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6.632 | 380,58 | 645 | 392,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 61.041 | 17,42 | 5.940 | 18,07 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 8.110 | 0,72 | 789 | 3,14 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21.691 | 3,67 | 2.111 | 4,25 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 37.601 | 9,36 | 3.659 | 9,95 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 61.577 | 0,95 | 5.992 | 1,52 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3.015 | 0,40 | 293 | 1,03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.764 | 0,68 | 464 | 1,31 |
