Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund, omfatter Kovitz Investment Group Partners, LLC, Tactive Advisors, LLC, Hrt Financial Lp, og Elequin Capital Lp .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Tactive Advisors, LLC | 5.824 | 297 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 8.758 | 10,57 | 447 | 11,78 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 17.612 | 0,80 | 898 | 2,05 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6.855 | 10,28 | 350 | 11,50 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 210.133 | 3,52 | 10.715 | 4,77 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 208.900 | 114,48 | 10.652 | 117,08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 369.245 | 15,36 | 18.829 | 16,75 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4.033 | 0 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7.281 | 35,23 | 371 | 36,90 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 270 | 31,71 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 15.902 | 70,95 | 811 | 70,53 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 80 | 4 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 80.266 | 38,21 | 4.093 | 39,85 | ||||
| 2025-05-06 | NP | KAMIX - Kensington Managed Income Fund Institutional Class Shares | 382.708 | 66,39 | 19.283 | 64,06 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8.183 | 7,60 | 417 | 8,88 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 19.624 | 3,28 | 1.001 | 3,09 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 48.804 | 2.489 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 30.673 | 3,71 | 1.564 | 4,97 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 150.716 | 45,96 | 7.685 | 45,55 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 128.042 | 6.529 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 839.505 | 5,93 | 42.809 | 7,21 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.357.269 | 0,52 | 69.099 | 1,57 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 144.259 | 0,88 | 7.356 | 2,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
