Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO New York Municipal Income Fund, omfatter Bank of New York Mellon Corp, Whitebox Advisors Llc, Toronto Dominion Bank, Morse Asset Management, Inc, StoneX Group Inc., Raymond James Financial Inc, og Td Private Client Wealth Llc .
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 | CoreCap Advisors, LLC | 1.700 | 12 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 25.927 | 8,97 | 181 | 1,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8.525 | 60 | ||||||
| 2025-08-14 | 13F | Whitebox Advisors Llc | 45.163 | 316 | ||||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 53.268 | 1,84 | 372 | -4,86 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.000 | 100,00 | 7 | 100,00 | ||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 236.000 | 2,61 | 1.650 | -4,24 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 10.694 | 92 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 432 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47.983 | 0,09 | 335 | -6,69 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 306.922 | 239,34 | 2.145 | 216,84 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.197 | 1,43 | 22 | -4,35 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.095 | 1,41 | 22 | -4,55 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 0 | 0 | ||||||
| 2025-07-23 | 13F | Matisse Capital | 236.000 | 2,61 | 1.650 | -4,24 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 37.202 | 260 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 34.157 | 239 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 189.232 | 17,89 | 1.323 | 9,98 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 64.718 | 7,87 | 452 | 0,67 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 18.000 | 126 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 56.622 | 396 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27.255 | 0,12 | 0 | |||||
| 2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 506 | 5,20 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8.501 | 0,01 | 59 | -6,35 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 45.917 | 321 | ||||||
| 2025-08-14 | 13F | Almitas Capital LLC | 10.814 | 76 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 158.014 | 16,24 | 1.105 | 8,45 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2.626 | 540,49 | 18 | 500,00 |
