Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO Corporate & Income Opportunity Fund, omfatter Beta Wealth Group, Inc., Absolute Investment Advisers Llc, Shay Capital LLC, Wealth Effects Llc, Everest Financial Group LLC, Quarry LP, Wealth Care LLC, SRS Capital Advisors, Inc., Boothbay Fund Management, Llc, Wharton Business Group, LLC, Level Four Advisory Services, Llc, Significant Wealth Partners LLC, Integrity Advisory Solutions, LLC, BSW Wealth Partners, CI Private Wealth, LLC, Osbon Capital Management Llc, Marshall Investment Management, Llc, Hamrick Investment Counsel, llc, GHP Investment Advisors, Inc., og Axiom Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Comerica Bank | 17.565 | 2,85 | 227 | -8,13 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 500.164 | 0,31 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 130.453 | 34,20 | 1.573 | 25,54 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 675 | 2,90 | 0 | |||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 670 | -50,07 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 8 | 0 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 13.146 | 0,55 | 159 | -5,95 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.739 | 1,03 | 151 | -9,58 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 18.402 | 2,52 | 222 | -4,33 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 46.380 | 559 | ||||||
| 2026-04-08 | 13F | Accel Wealth Management | 504.396 | 0,36 | 6.083 | -6,17 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 115.568 | 29,52 | 1.396 | 21,09 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 108.985 | 15,08 | 1.314 | 7,62 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 39.395 | 10,03 | 475 | 3,04 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 14.694 | 177 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 4.482 | 0,02 | 54 | -5,26 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 10.319 | 124 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 10.313 | 2,83 | 126 | -3,10 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 38.745 | 0 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 69.104 | 10,43 | 833 | 3,22 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 449 | 5 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 41.318 | 23,50 | 498 | 15,55 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 836.914 | 7,13 | 10.093 | 0,16 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 548.471 | 22,18 | 7.075 | 22,17 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 31.792 | 0,12 | 383 | -6,36 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.144.104 | 241,83 | 25.858 | 219,58 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 615.024 | 49,75 | 7.417 | 40,02 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 106.033 | 8,85 | 1.279 | 1,75 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.000 | 23 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 200 | 2 | ||||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 25.404 | 0,06 | 306 | -6,42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 29.815 | 360 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 76.647 | 0,24 | 924 | -6,29 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 148.788 | 10,93 | 1.794 | 3,70 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 33.651 | 406 | ||||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 14.643 | 177 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 1.226 | 15 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 17.167 | 207 | ||||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 21.381 | 0,42 | 258 | -6,20 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 365.641 | 3,81 | 4.410 | -2,95 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 23.656 | 2,68 | 285 | -4,04 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 249.976 | 347,84 | 3.015 | 318,61 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 175.280 | 3,68 | 2.114 | -3,07 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 198.061 | 0,06 | 2.389 | -6,46 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 10.537 | 127 | ||||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 131.437 | 3,41 | 1.585 | -3,29 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 188.836 | 5,06 | 2.277 | -1,77 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 13.325 | 0,25 | 161 | -5,88 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 67.149 | 2,86 | 818 | -2,97 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 3.000 | 37 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 368.364 | 109,48 | 4.442 | 95,86 | ||||
| 2026-05-04 | 13F | Nwam Llc | 43.816 | 3,79 | 528 | -4,17 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 92.171 | 10,02 | 1.112 | 2,87 | ||||
| 2026-05-15 | 13F | Shay Capital LLC | 74.470 | 898 | ||||||
| 2026-04-06 | 13F | CX Institutional | 1.515 | 2,78 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7.886 | 2,79 | 95 | -3,06 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 10.274 | 117 | ||||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 20.134 | 4,58 | 243 | -2,42 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.717.641 | 5,00 | 32.775 | -1,83 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 32.953 | 4,11 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 817.243 | 0,09 | 9.856 | -6,43 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 31.140 | 376 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 449 | 5 | ||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 261.606 | 16,86 | 3.155 | 9,25 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 2.650 | 32 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 14.421 | 6,80 | 174 | -0,57 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 11.520 | 12,94 | 139 | 5,34 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 62.138 | 60,53 | 757 | 48,24 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 15.000 | 181 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 222.842 | 18,15 | 2.687 | 10,44 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 30.952 | 1,06 | 373 | -6,05 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 36.308 | 437 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 54.484 | 132,05 | 657 | 117,55 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 4.733 | 57 | ||||||
| 2026-05-15 | 13F | Quarry LP | 34.426 | 415 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 1.376.934 | 3,94 | 16.606 | -2,83 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5.662 | 68 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 25 | -99,79 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 90.706 | 17,94 | 1.094 | 10,18 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 10.615 | 128 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 25.067 | 112,16 | 302 | 98,68 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.153.947 | 2,99 | 13.917 | -3,72 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 500 | 6 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 409.373 | 1,43 | 4.937 | -5,17 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 1.228 | 75,43 | 15 | 66,67 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 39.552 | 119,79 | 480 | 103,83 | ||||
| 2026-05-14 | 13F | Smith Asset Management Co., LLC | 165.202 | 1,74 | 1.992 | -4,87 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 475 | 6 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 349.786 | 25,51 | 4.218 | 17,33 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.336 | 2,77 | 16 | 0,00 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 39.822 | 479 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 371.808 | 2.531,52 | 4.484 | 2.363,74 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 598 | 510,20 | 7 | 600,00 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 53.940 | 367,38 | 651 | 339,19 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 16.736 | 0,40 | 202 | -6,51 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 300 | 4 | ||||||
| 2026-04-29 | 13F | AG Asset Advisory, LLC | 152.398 | 627,23 | 1.838 | 580,37 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 100 | 1 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 115.671 | 3,69 | 1.395 | -3,13 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 70.430 | 72,05 | 849 | 60,80 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 10.896 | 131 | ||||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 44.452 | 55,16 | 536 | 45,26 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 17.469 | 2,78 | 211 | -4,11 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 12.000 | 146 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 106.712 | 33,62 | 1.287 | 24,85 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 23.062 | 278 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 600.310 | 2,78 | 7.240 | -3,92 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 126.081 | 2,78 | 1.521 | -3,92 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 24.977 | 8,22 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 16.960 | 14,98 | 205 | 7,37 | ||||
| 2026-05-07 | 13F | Beta Wealth Group, Inc. | 176.721 | 2.131 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 15.012 | 28,21 | 0 | |||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 8.987 | 108 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 11.134 | 134 | ||||||
| 2026-04-22 | 13F | Absolute Investment Advisers Llc | 82.639 | 997 | ||||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 51.785 | 93,34 | 625 | 80,87 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 18.244 | 35,12 | 220 | 26,44 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 64.655 | 50,09 | 780 | 40,36 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 19.576 | 47,93 | 239 | 40,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 10.608 | 66,92 | 128 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 45.970 | 14,62 | 554 | 7,16 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.741.887 | 3,21 | 33.067 | -3,51 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 425 | 5 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 303 | 4 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 68.112 | 3,64 | 821 | -3,07 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.579.936 | 2,51 | 31.114 | -4,16 |
