Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund inkluderar Geneos Wealth Management Inc., Canvas Wealth Advisors, LLC, Mercer Global Advisors Inc /adv, SB Capital Management Inc, Lineweaver Wealth Advisors, LLC, Worth Asset Management, LLC, Gateway Wealth Partners, LLC, Nikulski Financial, Inc., Hershey Financial Advisers, LLC, Strategic Financial Concepts, LLC, Breakwater Capital Group, PFG Advisors, January Capital Advisors LLC, Comerica Bank, Fifth Third Bancorp, Williams & Novak, LLC, Daymark Wealth Partners, Llc, Harbor Group, Inc., Lodestone Wealth Management LLC, och 10Elms LLP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Nautilus Advisors LLC | 5 444 | 6,27 | 246 | 5,60 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 23 718 | 86,76 | 1 071 | 85,94 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 10 083 | 455 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 585 778 | 5,46 | 26 460 | 4,76 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 068 323 | 14,51 | 48 256 | 14,13 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 109 890 | 52,05 | 4 964 | 51,54 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4 026 | 34,92 | 182 | 34,07 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 28 864 | 23,12 | 1 304 | 22,69 | ||||
| 2026-05-05 | 13F | UBS Group AG | 324 | 15 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 6 893 | 48,59 | 311 | 48,10 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 492 776 | 4,16 | 22 258 | 3,82 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 73 265 | 7,23 | 3 312 | 6,98 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 61 911 | 90,74 | 2 797 | 90,20 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7 232 | 0,68 | 327 | 0,31 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 29 918 | 4,44 | 1 351 | 4,08 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 26 372 | 28,57 | 1 191 | 28,20 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 4 900 | 221 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 254 807 | 64,53 | 11 510 | 63,99 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 547 | 25 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 48 578 | 2,73 | 2 194 | 2,38 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 1 079 | 0,94 | 49 | 0,00 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 51 750 | 2 338 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 17 795 | 6,15 | 804 | 5,80 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 12 235 | 21,43 | 1 | |||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 45 655 | 10,28 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 29 212 | 38,23 | 1 349 | 40,96 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 6 061 | 175,37 | 274 | 175,76 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 158 181 | 2,68 | 7 145 | 2,35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5 033 | 228 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 134 258 | 169,66 | 6 064 | 168,79 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 47 424 | 2 142 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 6 616 | 299 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 46 863 | 895,18 | 2 124 | 896,71 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 49 386 | 3,00 | 2 231 | 2,67 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 7 051 | 9,79 | 318 | 9,28 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 74 988 | 42,10 | 3 387 | 41,66 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 48 537 | 2 | ||||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 58 540 | 58,15 | 2 644 | 57,66 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4 635 | 4 075,68 | 209 | 4 080,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 496 120 | 133,87 | 22 410 | 133,11 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 57 151 | 39,66 | 2 582 | 39,21 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 51 123 | 8,05 | 2 309 | 7,70 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 6 507 | 294 | ||||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 24 449 | 5,53 | 1 104 | 5,24 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 25 356 | 10,62 | 1 145 | 10,31 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5 033 | 227 | ||||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 271 | 0,00 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 6 773 | 306 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4 982 | 4,62 | 225 | 4,65 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 15 812 | 125,69 | 714 | 125,24 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 17 576 | 15,68 | 794 | 15,26 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 53 843 | 3,42 | 2 432 | 3,09 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4 333 | 18,81 | 196 | 18,18 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 20 044 | 75,36 | 905 | 74,71 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 7 514 | 8,12 | 339 | 7,96 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 21 893 | 989 | ||||||
| 2026-04-15 | 13F | Asio Capital, LLC | 188 799 | 30,10 | 8 528 | 29,25 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 64 188 | 2 899 | ||||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 50 255 | 2,04 | 2 270 | 1,75 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 36 121 | 22,62 | 1 632 | 22,17 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 36 846 | 39,44 | 1 664 | 39,01 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 6 109 | 6,60 | 276 | 5,77 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 544 633 | 1,85 | 24 601 | 102 404,17 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 43 499 | 271,28 | 1 965 | 270,57 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 6 933 | 8,11 | 313 | 7,93 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2 374 | 107 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 70 242 | 1,49 | 3 173 | 1,15 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 14 700 | 664 | ||||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 14 850 | 671 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 100 000 | 70,45 | 4 517 | 69,94 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 451 | 27,76 | 20 | 33,33 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 92 419 | 18,07 | 4 175 | 17,68 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 3 802 | 18,78 | 172 | 17,93 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 11 486 | 16,61 | 519 | 16,14 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 29 291 | 1 513,83 | 1 320 | 1 508,54 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 165 911 | 0,37 | 7 494 | 0,04 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 102 971 | 979,93 | 4 651 | 976,62 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 20 220 | 916 | ||||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 91 438 | 71,08 | 4 130 | 70,52 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 49 115 | 12,17 | 2 219 | 13,16 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 365 028 | 79,31 | 2 359 | −74,43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 11 904 | 231,59 | 538 | 231,48 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 70 370 | 12,41 | 3 179 | 12,02 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 12 365 | 45,20 | 559 | 44,94 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 164 841 | 46,19 | 7 471 | 149 300,00 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 26 796 | 396,13 | 1 210 | 395,90 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 31 969 | 53,22 | 1 444 | 52,80 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 36 655 | 9,94 | 1 656 | 9,60 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 44 845 | 2 026 | ||||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 18 872 | 852 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 77 148 | 3 485 | ||||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 46 823 | 10,70 | 2 115 | 10,33 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 29 124 | 34,74 | 1 316 | 34,32 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 172 917 | 0,07 | 7 811 | −0,27 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 7 227 | 40,99 | 326 | 40,52 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 9 200 | 416 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 27 809 | 16,90 | 1 256 | 16,51 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 8 176 | 359 | ||||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 101 | 5 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 4 861 | 220 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7 418 | 8,34 | 0 | |||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 13 857 | 7,11 | 626 | 6,66 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 10 062 | 14,44 | 454 | 14,07 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 44 580 | 15,80 | 2 014 | 15,42 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 662 | 1,07 | 30 | 0,00 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4 792 | 216 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 159 803 | 8,43 | 7 218 | 8,07 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 98 738 | 56,00 | 4 460 | 55,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17 309 | 0,73 | 784 | 0,77 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 13 879 | 83,08 | 627 | 82,51 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 81 147 | 88,35 | 3 665 | 87,76 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 33 887 | 17,28 | 1 531 | 16,26 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 15 380 | 40,82 | 694 | 40,28 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 5 232 | 236 | ||||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 10 577 | 478 |
