Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund inkluderar Great Valley Advisor Group, Inc., Rsm Us Wealth Management Llc, Duncan Williams Asset Management, LLC, och Crewe Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Evensky & Katz LLC | 22 231 | 242,07 | 2 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 593 470 | 6,59 | 57 751 | 7,19 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | 0 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 10 607 | 0,50 | 1 032 | 1,08 | ||||
| 2025-07-16 | 13F | Novem Group | 128 037 | 6,67 | 12 459 | 7,27 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 183 | 18 | ||||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 37 432 | 17,18 | 3 643 | 17,83 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 3 915 | 0,98 | 381 | 1,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 145 | 20,91 | 209 | 21,64 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 110 127 | 1,94 | 10 716 | 2,51 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 28 | 1 300,00 | 3 | |||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 226 609 | 2,39 | 22 052 | 2,96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18 778 | 30,29 | 1 827 | 31,06 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 4 590 | 38,71 | 447 | 39,38 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 10 755 | 8,42 | 1 047 | 9,07 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 358 | 721,60 | 229 | 748,15 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 57 316 | 5,13 | 5 580 | 5,78 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2 818 | 8,93 | 274 | 9,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30 663 | 229,78 | 2 984 | 231,81 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 16 191 | 15,63 | 1 576 | 16,32 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 043 | 22,70 | 491 | 23,43 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 784 | 368 | ||||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 415 439 | 1,23 | 40 426 | 1,80 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 23 | 2 | ||||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 110 127 | 1,94 | 10 716 | 2,51 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 18 947 | 3,45 | 1 844 | 4,06 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 370 962 | 2,01 | 36 098 | 2,58 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 19 238 | 98,86 | 1 872 | 100,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 930 | 103,14 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22 474 | 8,92 | 2 187 | 9,52 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 289 | 1,05 | 28 | 3,70 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 2 295 | 223 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 388 600 | 37 814 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 51 186 | 8,86 | 4 960 | 9,23 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 12 343 | 1 201 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 91 857 | 1,97 | 8 939 | 2,54 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 110 360 | 20,12 | 10 739 | 20,80 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 108 389 | 10 547 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 378 | 0,53 | 1 006 | 0,70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 34 003 | 0,72 | 3 309 | 1,29 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 80 536 | 2,87 | 8 | 0,00 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 16 243 | 24,39 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7 723 | 30,04 | 752 | 30,84 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 167 470 | 2,85 | 16 296 | 3,43 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 42 725 | 6,98 | 4 158 | 7,58 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 33 056 | 0,40 | 3 217 | 0,97 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 4 995 | 24,10 | 486 | 24,94 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 22 309 | 2,26 | 2 171 | 2,79 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12 924 231 | 9 829,95 | 133 | −98,94 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 084 | 37,74 | 1 079 | 40,92 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 674 | 54,60 | 552 | 55,49 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 22 299 | 1,19 | 2 170 | 1,74 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 41 000 | 17,44 | 3 990 | 18,09 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 452 | 10,85 | 822 | 11,53 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 380 738 | 8,40 | 37 050 | 9,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4 053 | 394 | ||||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 227 261 | 2,46 | 22 115 | 3,03 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 523 | 51 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 70 210 | 852,13 | 7 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 835 200 | 17,47 | 81 273 | 18,12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17 781 | 44,06 | 1 730 | 44,89 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 76 936 | 0,38 | 7 487 | 0,93 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 12 963 | 13,49 | 1 261 | 14,12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 144 274 | 12,44 | 14 039 | 13,07 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 780 | 29,48 | 271 | 30,43 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 57 420 | 12,63 | 5 588 | 13,26 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 976 | 51,41 | 387 | 51,97 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 81 | 8 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14 316 | 16,35 | 1 393 | 17,06 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 867 | 1,41 | 182 | 1,69 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 97 552 | 0,35 | 9 493 | 0,91 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 336 | 16,07 | 130 | 17,12 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 62 696 | 8,31 | 6 101 | 8,91 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 632 | 380,58 | 645 | 392,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 61 041 | 17,42 | 5 940 | 18,07 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 8 110 | 0,72 | 789 | 3,14 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21 691 | 3,67 | 2 111 | 4,25 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 37 601 | 9,36 | 3 659 | 9,95 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 61 577 | 0,95 | 5 992 | 1,52 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 015 | 0,40 | 293 | 1,03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 764 | 0,68 | 464 | 1,31 |
