Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO Dynamic Income Strategy Fund, omfatter Dymon Asia Capital (singapore) Pte. Ltd., Harris Associates L P, BlackRock, Inc., Parallel Advisors, LLC, Salomon & Ludwin, LLC, Concorde Financial Corp, RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, og RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 1.708 | 1,73 | 42 | 2,44 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25.045 | 19,62 | 621 | 21,05 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 45.130 | 95,57 | 1.112 | 84,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 552.040 | 6,11 | 13.608 | 6,60 | ||||
| 2025-08-14 | 13F | Harris Associates L P | 10.000 | 268 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.724 | 42 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 468.132 | 0,53 | 11.539 | 0,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7.073 | 174 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 16.879 | 11,74 | 416 | 12,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 963.334 | 10,65 | 23.746 | 11,14 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16.611 | 39,59 | 409 | 40,07 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 67.263 | 5,11 | 1.658 | 5,61 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8.500 | 210 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12.390 | 0 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 24.079 | 594 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 568.291 | 19,51 | 14.008 | 20,05 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34.816 | 14,55 | 809 | 5,75 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 45.130 | 1.112 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 20.332 | 32,87 | 501 | 33,60 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 68.051 | 19,27 | 1.678 | 19,79 | ||||
| 2025-08-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 11.804 | 291 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 828.003 | 1,05 | 20.410 | 1,51 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 835.320 | 7,75 | 20.591 | 8,23 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 300 | 7 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 759 | 19 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8.772 | 5,24 | 216 | 8,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 78.558 | 1,08 | 1.936 | 1,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 33.560 | 6,50 | 827 | 6,99 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 25.574 | 0,80 | 1 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 33 | 1 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 11.308 | 10,73 | 279 | 11,20 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 8.389 | 1,73 | 207 | 1,98 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 19 | 0 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2.559 | 4,07 | 63 | 5,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60.711 | 59,41 | 1.497 | 60,17 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 21.512 | 530 |
