Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO High Income Fund inkluderar Whipplewood Advisors, LLC, Nilsine Partners, LLC, Presper Financial Architects, LLC, Franklin Resources Inc, Balyasny Asset Management Llc, Atria Investments Llc, Boreal Capital Management LLC, Steward Partners Investment Advisory, Llc, Smallwood Wealth Investment Management, LLC, och Strategic Wealth Partners, 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 | Rivernorth Capital Management, Llc | 3 507 305 | 1,17 | 16 835 | −0,69 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 133 102 | 1 231,02 | 639 | 1 229,17 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 45 453 | 16,75 | 218 | 14,74 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 26 004 | 2,85 | 125 | 0,81 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 329 705 | 3,11 | 1 612 | 3,73 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 226 204 | 2,32 | 5 886 | 0,43 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 32 236 | 155 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 350 088 | 74,90 | 1 712 | 76,03 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 204 651 | 982 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 24 448 | 4,77 | 117 | 2,63 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 22 175 | 11,29 | 106 | 9,28 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 169 130 | 0,32 | 812 | −1,58 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 82 244 | 26,48 | 395 | 24,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 923 | 24 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 887 672 | 1,13 | 4 261 | −0,75 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 86 555 | 6,33 | 415 | 4,27 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 506 330 | 2,01 | 2 430 | 0,12 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 107 559 | 3,03 | 516 | 1,18 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 26 691 | 142,25 | 128 | 141,51 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 48 873 | 235 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 813 | 4 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 444 399 | 18,90 | 2 133 | 16,75 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 039 612 | 496,63 | 4 990 | 485,68 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 14 935 | 8,39 | 72 | 5,97 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 171 232 | 822 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 118 115 | 1,11 | 1 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 30 373 | 146 | ||||||
| 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 | 1 212 663 | 2,48 | 5 760 | −1,05 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 51 945 | 249 | ||||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 112 347 | 1 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 844 | 105 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 53 430 | 10,92 | 256 | 8,94 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 3 067 | 15 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 68 046 | 10,52 | 0 | |||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 374 246 | 3,16 | 1 796 | 1,24 | ||||
| 2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | 0 | ||||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 15 000 | 72 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 27 151 | 1,56 | 135 | 3,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 21 954 | 98,79 | 105 | 94,44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 42 313 | 11,37 | 203 | 9,73 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24 800 | 79,71 | 119 | 77,61 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 32 236 | 8,41 | 158 | 9,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 777 420 | 9,66 | 8 532 | 7,63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 178 337 | 247,80 | 856 | 241,04 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 20 079 | 2,33 | 96 | 1,05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 774 322 | 3,71 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 313 802 | 5,07 | 1 506 | 3,79 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 090 | 48 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 454 215 | 5,59 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 792 260 | 4,83 | 3 803 | 2,90 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 13 147 | 64 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 23 017 | 46,46 | 110 | 44,74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 139 136 | 42,88 | 668 | 40,13 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 12 073 | 2,37 | 59 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 960 259 | 3,51 | 4 609 | 1,61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 854 | 3,00 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 19 586 | 0,06 | 94 | −1,05 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 430 521 | 22,98 | 2 067 | 20,75 | ||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 3 410 493 | 0,70 | 16 370 | −1,15 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1 323 627 | 3,58 | 6 353 | 1,68 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 384 742 | 1,07 | 1 847 | −0,81 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1 110 156 | 1,04 | 5 | 0,00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 847 | 8,04 | 4 | 33,33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 374 546 | 2 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 86 126 | 5,68 | 418 | 3,73 |
