Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO Corporate & Income Opportunity Fund, omfatter Balyasny Asset Management Llc, Presper Financial Architects, LLC, Capital Market Strategies LLC, RMG Wealth Management LLC, Patten & Patten Inc/tn, Kestra Private Wealth Services, Llc, Apollon Wealth Management, LLC, Scotia Capital Inc., Tableaux Llc, UMA Financial Services, Inc., Total Investment Management Inc, DHJJ Financial Advisors, Ltd., Russell Investments Group, Ltd., og Boreal Capital Management 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Main Street Group, LTD | 32.827 | 15,78 | 457 | 11,49 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 22.574 | 1,08 | 0 | |||||
| 2025-09-05 | 13F | Ghe, Llc | 51.450 | 0,98 | 716 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 101.430 | 0,38 | 1.411 | -3,49 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8.244 | 115 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 300 | 4 | ||||||
| 2025-05-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 128.837 | 1.792 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1.235 | 2,57 | 17 | 0,00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 52.000 | 723 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 19.940 | 2,63 | 277 | -1,07 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 102.029 | 22,95 | 1.419 | 18,35 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 69.524 | 0,01 | 967 | -3,78 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 15.036 | 9,51 | 209 | 5,56 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 12.104 | 2,26 | 167 | 3,73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 333.526 | 425,13 | 4.639 | 405,34 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 13.826 | 6,01 | 192 | 2,13 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 20 | 533,33 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 15.547 | 210,07 | 216 | 222,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46.677 | 64,00 | 649 | 57,66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 78.287 | 9,07 | 1.089 | 4,92 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 19.167 | 265 | ||||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 327.266 | 2,87 | 4.552 | -1,04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1.713 | 42,04 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53.572 | 6,55 | 1 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 688.430 | 13,22 | 9.576 | 8,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 787.260 | 16,31 | 10.952 | 11,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3.791 | 16,79 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 41.786 | 11,41 | 582 | 7,20 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 20.126 | 83,53 | 280 | 76,58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.466.153 | 1,84 | 20.394 | -2,03 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 55.325 | 1 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 20.110 | 2,84 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 21.336 | 0,39 | 297 | -3,58 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 111.940 | 12,35 | 1.557 | 8,13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 71.608 | 4,54 | 996 | 0,61 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 56.090 | 71,69 | 780 | 65,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 636.884 | 10,07 | 8.859 | 5,89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 175.601 | 12,10 | 2.443 | 8,53 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 168.677 | 0,26 | 2.345 | 5,82 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12.116 | 8,30 | 169 | 4,35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16.400 | 15,49 | 228 | 11,22 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 10.126 | 146 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 258.527 | 10,09 | 3.596 | 5,92 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 22.145 | 0,66 | 308 | -3,14 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 104.655 | 2,15 | 1.456 | -1,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 476.207 | 74,82 | 6.624 | 68,16 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54.578 | 11,01 | 759 | 6,90 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 127.095 | 33,47 | 1.768 | 28,42 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 20.965 | 292 | ||||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 82.100 | 13,71 | 1.142 | 9,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.600.746 | 6,13 | 36.176 | 2,09 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 14.851 | 0,32 | 207 | -3,74 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 167.163 | 1,94 | 2.417 | 2,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 49.774 | 14,45 | 692 | 10,19 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 10.341 | 144 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 44.073 | 613 | ||||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 31.211 | 434 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 17.334 | 0,99 | 241 | -2,82 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 341 | 27,24 | 5 | 33,33 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 155.678 | 15,60 | 2.165 | 11,20 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10.203 | 0,22 | 142 | -4,08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12.256 | 170 | ||||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 111.597 | 1,16 | 1.552 | -2,70 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10.021 | 139 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 | 0 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 56.931 | 792 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 38.493 | 48,41 | 535 | 42,67 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 391.171 | 20,83 | 5.441 | 16,24 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 125.301 | 12,23 | 1.723 | 4,87 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2.289 | 646 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.963.850 | 12,90 | 27.317 | 8,61 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10.399 | 145 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1.179.006 | 16.400 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25.703 | 0,50 | 361 | -3,23 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 39.376 | 7,26 | 548 | 3,21 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1.986 | 2,53 | 28 | -3,57 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 598.332 | 1,46 | 8.323 | -2,40 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 18.430 | 19,00 | 256 | 14,80 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 434.285 | 2,12 | 6.041 | -1,77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7.735 | 31,64 | 108 | 25,88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 26.005 | 3,92 | 362 | -0,28 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 21.933 | 2,47 | 305 | -1,29 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 16.152 | 225 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.350 | 46 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17.503 | 16,18 | 243 | 11,98 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 126.685 | 3,32 | 1.762 | -0,62 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 45.640 | 3,41 | 635 | -0,63 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 93.692 | 1.303 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 85.493 | 5,03 | 1.189 | 1,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.568.701 | 2,26 | 35.731 | -1,63 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 19.526 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 34.708 | 2,24 | 483 | -1,63 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1.512.364 | 1,42 | 21.037 | -2,44 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 115.161 | 107,38 | 1.602 | 99,63 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11.095 | 154 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 86.888 | 3,81 | 1.209 | -0,17 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 42.804 | 8,35 | 600 | 4,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 193.331 | 0,31 | 2.689 | -3,48 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 26.095 | 15,10 | 363 | 10,70 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 51.410 | 16,96 | 715 | 18,97 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 28.675 | 399 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11.503 | 64,63 | 160 | 60,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 621 | 2,64 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 803 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14.990 | 10,03 | 209 | 5,58 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 25.207 | 14,31 | 354 | 10,31 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 14 | 0 | ||||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 27.411 | 2,34 | 381 | -1,55 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 53.347 | 2,09 | 742 | -1,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.599 | 22 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 460.307 | 2,35 | 6.403 | -1,55 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 102.953 | 3,51 | 1.432 | -0,42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 239.400 | 54,48 | 3.330 | 48,66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 578.015 | 17,49 | 8.040 | 13,03 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 16.914 | 2,59 | 235 | -1,26 |
