Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO Income Strategy Fund II, omfatter Whipplewood Advisors, LLC, Cypress Capital Group, Herold Advisors, Inc., Balyasny Asset Management Llc, Equitable Holdings, Inc., Verity Asset Management, Inc., Summit Financial, LLC, Gridiron Partners, LLC, og Trust Co Of Vermont .
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. | 356.600 | 234,95 | 3 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 56.691 | 12,88 | 419 | 10,58 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 957 | 3,01 | 7 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 372.691 | 1,17 | 2.754 | -0,83 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 47.157 | 348 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 21.717 | 0,12 | 160 | -1,84 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5.509 | 179,64 | 41 | 185,71 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 670.454 | 4,23 | 4.955 | 2,14 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 25.726 | 190 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 132.698 | 981 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 371.572 | 4,64 | 2.746 | 2,54 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 2.704.482 | 0,19 | 19.986 | -1,80 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 77.556 | 573 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 54.629 | 0,05 | 404 | -1,95 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 758.129 | 11,20 | 5.603 | 8,99 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 50 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1.016.015 | 1,44 | 7.508 | -0,57 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 975 | 7 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2.565 | 12,11 | 19 | 5,88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18.129 | 10,48 | 134 | 8,13 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3.156 | 2,94 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 19.405 | 143 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17.292 | 128 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 256.591 | 3,50 | 1.896 | 1,44 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 19.636 | 1,19 | 145 | -0,68 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 10.869 | 80 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 43.210 | 59,65 | 319 | 58,71 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 40.690 | 5,30 | 301 | 3,09 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 11.011 | 0,60 | 81 | -1,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.184.073 | 3,98 | 8.750 | 1,92 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 50.849 | 13,99 | 376 | 11,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 233.915 | 1,60 | 1.729 | -0,46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67.510 | 1,13 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 23.594 | 0,84 | 174 | -1,14 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 24.548 | 0,25 | 181 | -1,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12.580 | 11,33 | 93 | 8,24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.325 | 2,95 | 10 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14.350 | 8,30 | 106 | 7,07 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 40.250 | 297 | ||||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 11.695 | 86 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38.604 | 220,42 | 285 | 216,67 | ||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 2.659.190 | 0,19 | 19.651 | -1,80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 102.299 | 13,42 | 756 | 11,03 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10.515 | 78 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 51.718 | 386 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 13.279 | 98 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 11.377 | 85 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43.635 | 26,83 | 322 | 24,32 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 159.835 | 40,14 | 1.181 | 37,49 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1.889.151 | 5,78 | 13.961 | 3,68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 350.261 | 14,20 | 2.588 | 11,94 |
