Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Pimco Dynamic Income Opportunities Fund inkluderar Balyasny Asset Management Llc, Readystate Asset Management Lp, AlphaCore Capital LLC, Naviter Wealth, LLC, StoneX Group Inc., Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, AE Wealth Management LLC, Tableaux Llc, MeadowBrook Investment Advisors LLC, Newbridge Financial Services Group, Inc., Russell Investments Group, Ltd., och Boreal Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 151 654 | 2,88 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 224 617 | 3,88 | 3 028 | 0,87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 743 | 10 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 429 | 46 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 14 251 | 0,29 | 192 | −2,54 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 5 191 | 851 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 000 | 13 | ||||||
| 2025-05-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 1 672 629 | 7,18 | 23 | 4,76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 51 | −41,86 | ||||||
| 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 | 897 605 | 0,47 | 12 037 | −4,25 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80 892 | 12,27 | 1 090 | 9,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 804 | 107,86 | 38 | 105,56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 020 | 7 746,15 | 14 | |||||
| 2025-08-14 | 13F | UBS Group AG | 3 506 474 | 3,30 | 47 267 | 0,32 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 45 778 | 226,57 | 617 | 218,04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 484 | 868,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 58 490 | 57,71 | 788 | 53,31 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 25 500 | 347 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15 365 | 31,12 | 207 | 29,38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58 065 | 6,68 | 783 | 3,58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 151 118 | 22,63 | 2 037 | 19,12 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 174 862 | 2 357 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 15 000 | 202 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 35 426 | 482 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 42 810 | 2,98 | 577 | 0,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 298 853 | 13,26 | 4 065 | 10,01 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 341 423 | 4,98 | 4 602 | 1,97 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 034 | 5,33 | 27 | 3,85 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 33 206 | 2,83 | 448 | −0,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 502 546 | 6,75 | 6 774 | 3,67 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2 255 | 30 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 564 | 2,73 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 13 150 | 177 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 58 285 | 120,85 | 786 | 114,48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35 997 | 18,47 | 485 | 15,20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 649 | 157 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 149 773 | 2 022 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8 488 | 42,66 | 114 | 39,02 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 773 376 | 3,70 | 10 425 | 0,71 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 16 075 | 212 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 126 385 | 498,84 | 1 704 | 483,22 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15 292 | 206 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 166 776 | 13,88 | 2 248 | 10,63 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 689 558 | 7,04 | 9 295 | 3,96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 676 091 | 0,58 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 403 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 944 | 8,58 | 431 | 5,39 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 73 108 | 2,21 | 985 | −0,71 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 15 290 | 91,12 | 212 | 96,30 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 53 375 | 719 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 932 102 | 5,07 | 12 565 | 2,04 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 757 257 | 1,61 | 10 208 | −1,32 | ||||
| 2025-08-08 | 13F | Cercano Management LLC | 1 666 651 | 21,58 | 22 466 | 18,08 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 97 168 | 5,28 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 21 517 | 85,94 | 290 | 81,25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 531 490 | 22,29 | 7 164 | 18,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 032 | 0,64 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 142 | 2 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 13 347 | 180 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 359 860 | 13,44 | 18 331 | 10,17 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 823 | 2,82 | 25 | 0,00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 35 574 | 2,39 | 480 | −0,62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 200 068 | 17,05 | 2 697 | 13,66 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1 305 639 | 0,93 | 18 | 0,00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 5 309 | 39,71 | 74 | 43,14 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 687 672 | 0,60 | 63 190 | −2,30 |
