Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO Income Strategy Fund, omfatter Cypress Capital Group, Balyasny Asset Management Llc, Herold Advisors, Inc., Equitable Holdings, Inc., Trust Co Of Vermont, og Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 357.970 | 5,53 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 354.420 | 43,26 | 2.956 | 38,93 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42.755 | 7,18 | 357 | 3,79 | ||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 1.281.563 | 0,44 | 10.688 | -2,60 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 26.816 | 16,84 | 224 | 13,20 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 58.213 | 485 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 15.763 | 0,10 | 131 | -2,96 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4.100 | 34 | ||||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. 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 | 310.770 | 0,60 | 2.589 | -2,01 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 37.026 | 312 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 317.312 | 3,31 | 2.646 | 0,19 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 425 | 4 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 94.400 | 8,51 | 787 | 5,21 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22.413 | 105,45 | 187 | 100,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 132.689 | 7,41 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15.142 | 27,12 | 126 | 23,53 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1.836 | 1,77 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1.281.563 | 0,44 | 10.688 | -2,60 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 144.500 | 44,81 | 1.205 | 40,44 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 32.687 | 2,95 | 273 | -0,37 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 15.336 | 2.292,51 | 128 | 2.440,00 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 28.780 | 240 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11.005 | 87,22 | 91 | 82,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 188.587 | 3,79 | 1.573 | 0,70 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 34.151 | 63,62 | 285 | 58,66 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 17.714 | 2,92 | 148 | -0,68 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 10.200 | 2,00 | 85 | -1,16 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 208.863 | 5,38 | 1.742 | 2,17 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1.400 | 12 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 17.405 | 0,13 | 145 | -2,68 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 34.931 | 291 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 15.643 | 0,37 | 130 | -2,99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18.749 | 156 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 30.247 | 5,17 | 252 | 2,02 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 428.412 | 37,15 | 4 | 50,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 866.680 | 10,60 | 7.228 | 7,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14.474 | 21,32 | 121 | 17,65 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23.245 | 6,04 | 194 | 2,66 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.199 | 10 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 27.833 | 27,18 | 232 | 23,40 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 20.541 | 1,08 | 171 | -1,72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 184.941 | 10,70 | 1.542 | 7,31 |
