Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO Income Strategy Fund II inkluderar Whipplewood Advisors, LLC, Cypress Capital Group, Herold Advisors, Inc., Balyasny Asset Management Llc, Equitable Holdings, Inc., Verity Asset Management, Inc., Summit Financial, LLC, Gridiron Partners, LLC, och Trust Co Of Vermont .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 356 600 | 234,95 | 3 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 56 691 | 12,88 | 419 | 10,58 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 957 | 3,01 | 7 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 372 691 | 1,17 | 2 754 | −0,83 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 47 157 | 348 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 21 717 | 0,12 | 160 | −1,84 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 509 | 179,64 | 41 | 185,71 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 670 454 | 4,23 | 4 955 | 2,14 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 25 726 | 190 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 132 698 | 981 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 371 572 | 4,64 | 2 746 | 2,54 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 2 704 482 | 0,19 | 19 986 | −1,80 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 77 556 | 573 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 54 629 | 0,05 | 404 | −1,95 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 758 129 | 11,20 | 5 603 | 8,99 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 50 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 016 015 | 1,44 | 7 508 | −0,57 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 975 | 7 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2 565 | 12,11 | 19 | 5,88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18 129 | 10,48 | 134 | 8,13 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 156 | 2,94 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 19 405 | 143 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 292 | 128 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 256 591 | 3,50 | 1 896 | 1,44 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 19 636 | 1,19 | 145 | −0,68 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 10 869 | 80 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 43 210 | 59,65 | 319 | 58,71 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 40 690 | 5,30 | 301 | 3,09 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 11 011 | 0,60 | 81 | −1,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 184 073 | 3,98 | 8 750 | 1,92 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 50 849 | 13,99 | 376 | 11,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 233 915 | 1,60 | 1 729 | −0,46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67 510 | 1,13 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 23 594 | 0,84 | 174 | −1,14 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 24 548 | 0,25 | 181 | −1,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 580 | 11,33 | 93 | 8,24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 325 | 2,95 | 10 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14 350 | 8,30 | 106 | 7,07 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 40 250 | 297 | ||||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 11 695 | 86 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38 604 | 220,42 | 285 | 216,67 | ||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 2 659 190 | 0,19 | 19 651 | −1,80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 102 299 | 13,42 | 756 | 11,03 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10 515 | 78 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 51 718 | 386 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 13 279 | 98 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 11 377 | 85 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43 635 | 26,83 | 322 | 24,32 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 159 835 | 40,14 | 1 181 | 37,49 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1 889 151 | 5,78 | 13 961 | 3,68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 350 261 | 14,20 | 2 588 | 11,94 |
