Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO California Municipal Income Fund, omfatter Toronto Dominion Bank, Level Wealth Management LLC, Jane Street Group, Llc, Catalina Capital Group, LLC, og Baird Financial Group, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 11.880 | 0,07 | 102 | -2,86 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5.251 | 477,03 | 45 | 462,50 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 814.703 | 7,28 | 6.998 | 4,14 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10.100 | 87 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 90.844 | 21,18 | 780 | 17,65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 35.784 | 11,61 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 13.090 | 112 | ||||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 149.559 | 108,58 | 1.285 | 102,52 | ||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 20.540 | 205.300,00 | 173 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22.097 | 0,14 | 190 | -3,08 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 12.642 | 109 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 16.825 | 13,50 | 145 | 9,92 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 215.362 | 5,32 | 1.850 | 2,21 | ||||
| 2025-08-08 | 13F | Creative Planning | 12.060 | 104 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12.000 | 9,09 | 104 | -4,59 | ||||
| 2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 188.997 | 960,29 | 1.623 | 816,95 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 288.755 | 39,32 | 2.480 | 33,76 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 38.713 | 333 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 104.259 | 14,05 | 896 | 10,63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39.116 | 29,88 | 336 | 26,32 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 423.970 | 35,10 | 3.642 | 31,11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30.000 | 11,11 | 258 | 7,98 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 46.415 | 399 | ||||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 17.047 | 146 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 373.317 | 13,91 | 3.207 | 10,55 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 16.288 | 4,02 | 140 | 0,72 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 188.997 | 1.623 | ||||||
| 2025-07-23 | 13F | Matisse Capital | 151.306 | 105,99 | 1.300 | 99,85 |
