Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO Corporate & Income Opportunity Fund inkluderar Balyasny Asset Management Llc, Presper Financial Architects, LLC, Capital Market Strategies LLC, RMG Wealth Management LLC, Patten & Patten Inc/tn, Kestra Private Wealth Services, Llc, Apollon Wealth Management, LLC, Scotia Capital Inc., Tableaux Llc, UMA Financial Services, Inc., Total Investment Management Inc, DHJJ Financial Advisors, Ltd., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Main Street Group, LTD | 32 827 | 15,78 | 457 | 11,49 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 22 574 | 1,08 | 0 | |||||
| 2025-09-05 | 13F | Ghe, Llc | 51 450 | 0,98 | 716 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 101 430 | 0,38 | 1 411 | −3,49 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 244 | 115 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 300 | 4 | ||||||
| 2025-05-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 128 837 | 1 792 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 235 | 2,57 | 17 | 0,00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 52 000 | 723 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 19 940 | 2,63 | 277 | −1,07 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 102 029 | 22,95 | 1 419 | 18,35 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 69 524 | 0,01 | 967 | −3,78 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 15 036 | 9,51 | 209 | 5,56 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 12 104 | 2,26 | 167 | 3,73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 333 526 | 425,13 | 4 639 | 405,34 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 13 826 | 6,01 | 192 | 2,13 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 20 | 533,33 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 15 547 | 210,07 | 216 | 222,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46 677 | 64,00 | 649 | 57,66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 78 287 | 9,07 | 1 089 | 4,92 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 19 167 | 265 | ||||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 327 266 | 2,87 | 4 552 | −1,04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 713 | 42,04 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53 572 | 6,55 | 1 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 688 430 | 13,22 | 9 576 | 8,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 787 260 | 16,31 | 10 952 | 11,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 791 | 16,79 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 41 786 | 11,41 | 582 | 7,20 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 20 126 | 83,53 | 280 | 76,58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 466 153 | 1,84 | 20 394 | −2,03 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 55 325 | 1 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 20 110 | 2,84 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 21 336 | 0,39 | 297 | −3,58 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 111 940 | 12,35 | 1 557 | 8,13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 71 608 | 4,54 | 996 | 0,61 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 56 090 | 71,69 | 780 | 65,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 636 884 | 10,07 | 8 859 | 5,89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 175 601 | 12,10 | 2 443 | 8,53 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 168 677 | 0,26 | 2 345 | 5,82 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 116 | 8,30 | 169 | 4,35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16 400 | 15,49 | 228 | 11,22 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 10 126 | 146 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 258 527 | 10,09 | 3 596 | 5,92 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 22 145 | 0,66 | 308 | −3,14 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 104 655 | 2,15 | 1 456 | −1,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 476 207 | 74,82 | 6 624 | 68,16 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54 578 | 11,01 | 759 | 6,90 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 127 095 | 33,47 | 1 768 | 28,42 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 20 965 | 292 | ||||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 82 100 | 13,71 | 1 142 | 9,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 600 746 | 6,13 | 36 176 | 2,09 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 14 851 | 0,32 | 207 | −3,74 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 167 163 | 1,94 | 2 417 | 2,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 49 774 | 14,45 | 692 | 10,19 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 10 341 | 144 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 44 073 | 613 | ||||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 31 211 | 434 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 17 334 | 0,99 | 241 | −2,82 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 341 | 27,24 | 5 | 33,33 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 155 678 | 15,60 | 2 165 | 11,20 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 203 | 0,22 | 142 | −4,08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12 256 | 170 | ||||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 111 597 | 1,16 | 1 552 | −2,70 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10 021 | 139 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 | 0 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 56 931 | 792 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 38 493 | 48,41 | 535 | 42,67 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 391 171 | 20,83 | 5 441 | 16,24 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 125 301 | 12,23 | 1 723 | 4,87 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2 289 | 646 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 963 850 | 12,90 | 27 317 | 8,61 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10 399 | 145 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 179 006 | 16 400 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 703 | 0,50 | 361 | −3,23 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 39 376 | 7,26 | 548 | 3,21 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 986 | 2,53 | 28 | −3,57 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 598 332 | 1,46 | 8 323 | −2,40 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 18 430 | 19,00 | 256 | 14,80 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 434 285 | 2,12 | 6 041 | −1,77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 735 | 31,64 | 108 | 25,88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 26 005 | 3,92 | 362 | −0,28 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 21 933 | 2,47 | 305 | −1,29 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 16 152 | 225 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 350 | 46 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 503 | 16,18 | 243 | 11,98 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 126 685 | 3,32 | 1 762 | −0,62 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 45 640 | 3,41 | 635 | −0,63 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 93 692 | 1 303 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 85 493 | 5,03 | 1 189 | 1,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 568 701 | 2,26 | 35 731 | −1,63 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 19 526 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 34 708 | 2,24 | 483 | −1,63 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1 512 364 | 1,42 | 21 037 | −2,44 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 115 161 | 107,38 | 1 602 | 99,63 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 095 | 154 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 86 888 | 3,81 | 1 209 | −0,17 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 42 804 | 8,35 | 600 | 4,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 193 331 | 0,31 | 2 689 | −3,48 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 26 095 | 15,10 | 363 | 10,70 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 51 410 | 16,96 | 715 | 18,97 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 28 675 | 399 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 503 | 64,63 | 160 | 60,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 621 | 2,64 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 803 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14 990 | 10,03 | 209 | 5,58 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 25 207 | 14,31 | 354 | 10,31 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 14 | 0 | ||||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 27 411 | 2,34 | 381 | −1,55 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 53 347 | 2,09 | 742 | −1,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 599 | 22 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 460 307 | 2,35 | 6 403 | −1,55 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 102 953 | 3,51 | 1 432 | −0,42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 239 400 | 54,48 | 3 330 | 48,66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 578 015 | 17,49 | 8 040 | 13,03 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 16 914 | 2,59 | 235 | −1,26 |
