Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund inkluderar Elevation Capital Advisory, LLC, Tiaa-cref Individual & Institutional Services, Llc, KFA Private Wealth Group, LLC, Canandaigua National Corp, Golden State Equity Partners, Abound Wealth Management, Indiana Trust & Investment Management CO, och Simplex Trading, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Simplex Trading, Llc | 5 | 0 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 66 687 | 3 608 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 42 768 | 3,27 | 2 314 | 4,14 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 134 563 | 5,23 | 7 281 | 6,11 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 646 919 | 17,44 | 35 002 | 18,42 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 64 | 3 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 154 | 102,63 | 8 | 100,00 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 96 423 | 2,00 | 5 217 | 2,86 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 67 081 | 5,81 | 3 630 | 6,67 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 26 651 | 0,04 | 1 441 | 0,77 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 405 | 22 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 275 311 | 3,38 | 14 896 | 4,24 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 30 280 | 51,58 | 1 625 | 162 300,00 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 8 580 | 464 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 62 993 | 11,56 | 3 408 | 12,48 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 6 925 | 5,26 | 373 | 5,67 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 284 | 15 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 53 245 | 2 881 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 83 | 1,22 | 5 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 8 247 | 25,77 | 446 | 27,07 | ||||
| 2026-05-14 | 13F | Hudson Portfolio Management LLC | 34 248 | 0,11 | 1 853 | 0,98 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 14 272 | 81,72 | 772 | 83,37 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 21 548 | 8,69 | 1 166 | 9,60 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 42 116 | 12,85 | 2 279 | 13,79 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 43 535 | 1,52 | 2 356 | 2,35 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4 150 | 225 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 24 494 | 22,02 | 1 325 | 22,69 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 5 507 | 0,16 | 298 | 0,68 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 477 | 1 096,62 | 134 | 1 118,18 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 91 469 | 2,40 | 4 949 | 3,25 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 11 723 | 0,31 | 634 | 1,12 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 146 747 | 9,92 | 7 940 | 10,85 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 8 981 | 9,19 | 486 | 9,98 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 62 032 | 39,11 | 3 356 | 40,30 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 17 456 | 79,11 | 944 | 80,84 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 280 542 | 2,05 | 15 185 | 2,95 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 68 120 | 114,33 | 3 655 | 112,38 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 6 078 | 14,92 | 329 | 15,90 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 254 712 | 0,08 | 13 782 | 0,91 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 585 | 0,34 | 32 | 0,00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 365 080 | 0,05 | 19 753 | 0,88 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 22 200 | 1,76 | 1 | −99,92 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 175 053 | 11,84 | 9 472 | 12,78 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 12 854 | 695 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 217 622 | 7,42 | 11 775 | 8,32 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 143 984 | 7 790 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 6 140 | 6,34 | 332 | 7,44 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 968 | 0,25 | 107 | 0,95 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 14 154 | 0,43 | 766 | 1,19 |
