Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF, omfatter Sovran Advisors, LLC, Janney Montgomery Scott LLC, Merit Financial Group, LLC, Integrated Wealth Concepts LLC, Napa Wealth Management, Comerica Bank, Private Trust Co Na, GW&K Investment Management, LLC, Jones Financial Companies Lllp, GPS Wealth Strategies Group, LLC, og Global Retirement Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 5.552 | 4,42 | 200 | 17,75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 141.376 | 18,61 | 5.080 | 33,33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 877.059 | 4,48 | 31.517 | 17,43 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 98 | 4 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 300 | 11 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 270 | 0,75 | 10 | 12,50 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 53.030 | 6,46 | 1.906 | 19,66 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 120.355 | 4.264 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 148.330 | 9,20 | 5.330 | 22,75 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1.230.100 | 0,67 | 44.204 | 13,16 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 22.893 | 823 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 44.768 | 1,15 | 1.609 | 13,72 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 60.761 | 31,88 | 2.183 | 49,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 193.103 | 943,41 | 6.939 | 1.074,11 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 269.941 | 4,49 | 9.440 | 10,79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6.810 | 0,58 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33.030 | 1.187 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3.099 | 111 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 59.474 | 2.137 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27.375 | 984 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.901 | 212 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 66.741 | 2 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 860 | 31 | ||||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 699 | 0 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 8.600 | 33,35 | 309 | 50,00 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 15.569 | 4,60 | 559 | 17,68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 764 | 25,25 | 27 | 42,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 409 | 15 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 43.256 | 18,39 | 1.554 | 33,05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35.951 | 1,74 | 1.292 | 14,35 |
