Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO Dynamic Income Strategy Fund inkluderar Dymon Asia Capital (singapore) Pte. Ltd., Harris Associates L P, BlackRock, Inc., Parallel Advisors, LLC, Salomon & Ludwin, LLC, Concorde Financial Corp, RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, och RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
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 | GWM Advisors LLC | 1 708 | 1,73 | 42 | 2,44 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25 045 | 19,62 | 621 | 21,05 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 45 130 | 95,57 | 1 112 | 84,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 552 040 | 6,11 | 13 608 | 6,60 | ||||
| 2025-08-14 | 13F | Harris Associates L P | 10 000 | 268 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 724 | 42 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 468 132 | 0,53 | 11 539 | 0,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 073 | 174 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 16 879 | 11,74 | 416 | 12,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 963 334 | 10,65 | 23 746 | 11,14 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16 611 | 39,59 | 409 | 40,07 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 67 263 | 5,11 | 1 658 | 5,61 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8 500 | 210 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 390 | 0 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 24 079 | 594 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 568 291 | 19,51 | 14 008 | 20,05 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 34 816 | 14,55 | 809 | 5,75 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 45 130 | 1 112 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 20 332 | 32,87 | 501 | 33,60 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 68 051 | 19,27 | 1 678 | 19,79 | ||||
| 2025-08-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 11 804 | 291 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 828 003 | 1,05 | 20 410 | 1,51 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 835 320 | 7,75 | 20 591 | 8,23 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 300 | 7 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 759 | 19 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8 772 | 5,24 | 216 | 8,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 78 558 | 1,08 | 1 936 | 1,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 33 560 | 6,50 | 827 | 6,99 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 25 574 | 0,80 | 1 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 33 | 1 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 11 308 | 10,73 | 279 | 11,20 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 8 389 | 1,73 | 207 | 1,98 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 19 | 0 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 559 | 4,07 | 63 | 5,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60 711 | 59,41 | 1 497 | 60,17 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 21 512 | 530 |
