Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO Municipal Income Fund, omfatter Global Endowment Management, LP, Balyasny Asset Management Llc, Readystate Asset Management Lp, Toronto Dominion Bank, Modern Wealth Management, LLC, Good Life Advisors, LLC, Duncker Streett & Co Inc, Integrated Wealth Concepts LLC, Williams & Novak, LLC, Sofos Investments, Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 65.401 | 375,57 | 522 | 330,58 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 97.867 | 781 | ||||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 95.412 | 0,98 | 779 | -9,32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10.020 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35.075 | 1,53 | 280 | -8,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 566 | 1,43 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15.931 | 32,94 | 127 | 20,95 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 10.000 | 80 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 59.121 | 369,18 | 472 | -7,83 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3.392 | 30 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 223.841 | 2.064,60 | 1.788 | 1.864,84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 53.654 | 54,45 | 428 | 39,41 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1.103.096 | 54,99 | 8.803 | 39,91 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 42.332 | 338 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17.522 | 23,38 | 140 | 11,20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 232 | 2 | ||||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 31.870 | 254 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23.849 | 92,61 | 190 | 74,31 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14.318 | 114 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 300.699 | 14,17 | 2.400 | 3,05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 185.098 | 22,09 | 1.477 | 10,22 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 13.115 | 105 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.236 | 10 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 30.072 | 240 | ||||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 60.000 | 479 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 27.744 | 93,08 | 221 | 74,02 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 116.866 | 0,04 | 933 | -9,68 | ||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 18.000 | 165 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 117.191 | 123,42 | 935 | 101,94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42.677 | 75,14 | 341 | 58,14 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 390 | 3 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 92.374 | 737 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 100.231 | 800 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 24.292 | 0,61 | 194 | -9,39 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 42.198 | 337 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 130.680 | 37,81 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7.290 | 1,52 | 58 | -7,94 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 263.549 | 0,28 | 2.103 | -9,47 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 399.126 | 45,93 | 3.185 | 31,77 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3.426 | 2,39 | 27 | -10,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 10.839 | 86 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 139.021 | 225,15 | 1.109 | 194,16 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 21.798 | 55,17 | 174 | 39,52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4.018 | 0,02 | 32 | -8,57 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 226.196 | 1.805 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11.000 | 88 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10.937 | 87 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13.284 | 12,73 | 106 | 1,92 |
