Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO Corporate & Income Strategy Fund inkluderar Readystate Asset Management Lp, Balyasny Asset Management Llc, Westbourne Investment Advisors, Inc., RMG Wealth Management LLC, Objective Capital Management, LLC, Savoie Capital LLC, Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, Ltd., Ameriflex Group, Inc., och Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10 095 | 129 | ||||||
| 2025-09-05 | 13F | Ghe, Llc | 608 299 | 7,94 | 7 719 | 110 171,43 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 32 490 | 17,33 | 412 | 9,28 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 1 049 372 | 9,19 | 13 317 | 1,51 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 449 815 | 9,64 | 5 708 | 1,93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 160 | 40 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 246 428 | 98,44 | 3 127 | 84,48 | ||||
| 2025-05-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 175 968 | 6,64 | 2 233 | −0,84 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 899 | 2,59 | 24 | −4,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 135 | 2 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 19 014 | 241 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 70 300 | 4,70 | 892 | −2,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 281 | 156 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 29 578 | 71,97 | 0 | |||||
| 2025-08-14 | 13F | Savoie Capital LLC | 12 000 | 152 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 88 158 | 4,68 | 1 119 | −2,70 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25 232 | 1,40 | 320 | 2,89 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 188 | 14,48 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 115 258 | 1 463 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 302 009 | 5,23 | 3 832 | −2,17 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 48 358 | 0,69 | 614 | −6,41 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 16 000 | 203 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 11 156 | 5,50 | 142 | −2,08 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 055 | 13 | ||||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 415 126 | 3,05 | 5 293 | −3,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 20 955 | 263 | ||||||
| 2025-08-08 | 13F | Creative Planning | 13 174 | 4,85 | 167 | −2,34 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 15 173 | 23,48 | 193 | 14,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68 821 | 29,09 | 873 | 20,08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 244 615 | 5,01 | 3 104 | −2,36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 43 394 | 551 | ||||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 44 000 | 558 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 14 351 | 1,30 | 182 | −5,70 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 244 813 | 586,75 | 3 107 | 539,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 978 839 | 4,20 | 12 421 | −3,13 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 517 | 0,76 | 32 | −8,82 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 250 700 | 0,80 | 3 181 | −6,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 227 330 | 3,21 | 3 | −33,33 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 370 | 17 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 503 424 | 9,40 | 6 388 | 1,70 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 157 959 | 14,98 | 2 156 | 16,98 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 46 501 | 5,41 | 592 | −1,99 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 76 526 | 971 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 31 390 | 15,19 | 428 | 17,26 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 25 972 | 7,28 | 330 | −0,30 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 255 565 | 3 243 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1 153 405 | 3,12 | 14 637 | −4,13 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 22 203 | 282 | ||||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 46 164 | 586 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 79 503 | 1,59 | 1 009 | −5,62 |
