Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund inkluderar CFS Investment Advisory Services, LLC, Elequin Capital Lp, STMYX - Sierra Tactical Municipal Fund Class Special Shares, Great Valley Advisor Group, Inc., Abacus Planning Group, Inc., Prime Capital Investment Advisors, LLC, Vise Technologies, Inc., Rockport Wealth LLC, Family Management Corp, Integrated Wealth Concepts LLC, Atlantic Union Bankshares Corp, Harbor Asset Planning, Inc., Newbridge Financial Services Group, Inc., Briaud Financial Planning, Inc, och Crewe Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | TD Capital Management LLC | 368 809 | 8,59 | 18 503 | 8,92 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 842 230 | 22,13 | 42 196 | 22,32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 394 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 97 905 | 15,12 | 4 912 | 16,18 | ||||
| 2025-08-07 | 13F | PFG Advisors | 9 969 | 10,42 | 500 | 10,86 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 26 540 | 31,56 | 1 332 | 31,91 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 109 | 0,93 | 5 | 0,00 | ||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 430 018 | 4,91 | 21 574 | 5,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13 781 | 1,07 | 691 | 1,32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 90 096 | 3,22 | 4 520 | 3,53 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30 469 | 0,17 | 1 529 | 0,46 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 7 157 | 35 685,00 | 359 | 35,98 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 60 482 | 7,98 | 3 034 | 8,32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 305 545 | 41,53 | 15 330 | 41,95 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 525 | 327 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 302 | 0 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10 656 | 0,69 | 535 | 0,95 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 156 | 209 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 74 991 | 9,59 | 3 762 | 9,94 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13 934 | 202,06 | 699 | 203,91 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 600 | 7,81 | 1 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 27 | 1 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 311 | 417 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 39 716 | 1 993 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 39 857 | 14,99 | 2 000 | 15,35 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 47 013 | 2,97 | 2 359 | 3,29 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 42 341 | 0,34 | 2 124 | 0,66 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 13 400 | 41,28 | 672 | 41,77 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 95 192 | 13,50 | 4 776 | 13,83 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 33 | 65,00 | 2 | |||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 12 500 | 627 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 448 317 | 7,56 | 22 492 | 7,89 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 690 | 35 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 618 | 0,65 | 31 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 43 323 | 2,72 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38 787 | 183,12 | 1 946 | 183,94 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 94 843 | 34,12 | 4 758 | 34,52 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5 639 | 283 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 32 322 | 0,07 | 1 622 | 0,37 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 36 038 | 426,10 | 1 808 | 428,65 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 330 | 67 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 175 | 310 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 5 056 | 0,12 | 254 | 0,40 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 11 918 | 9,33 | 598 | 9,54 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 128 660 | 0,76 | 6 455 | 1,05 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41 349 | 19,39 | 2 074 | 19,75 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 45 444 | 2 280 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 32 477 | 35,55 | 1 629 | 35,98 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7 187 | 0,67 | 361 | 0,84 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 138 | 759 | ||||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 5 000 | 251 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 8 182 | 1,35 | 411 | 1,74 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 258 | 1,18 | 13 | 0,00 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 68 370 | 3,86 | 3 430 | 4,19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 893 294 | 123,59 | 44 817 | 124,26 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 259 726 | 0,41 | 13 030 | 0,72 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 4 271 | 214 | ||||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 7 755 | 0,65 | 389 | 1,04 | ||||
| 2025-08-14 | 13F | Family Management Corp | 4 626 | 232 | ||||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 5 979 | 0,67 | 300 | 0,67 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 32 254 | 0,63 | 1 618 | 0,94 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 8 552 | 0,35 | 429 | 0,70 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 579 | 29 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16 325 | 16 729,90 | 819 | 20 375,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 571 694 | 140,22 | 28 682 | 140,94 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 234 | 12 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12 440 | 41,69 | 624 | 42,14 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 1 998 | 68,04 | 100 | 69,49 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 12 429 | 5,32 | 624 | 5,59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 312 726 | 242,70 | 166 200 | 243,73 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 145 958 | 11,50 | 7 323 | 11,84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 22 253 | 55,83 | 1 116 | 56,74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 973 | 5,50 | 1 002 | 5,92 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 14 495 | 6,56 | 727 | 6,91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15 032 | 5,48 | 754 | 5,90 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5 702 | 37,70 | 286 | 38,16 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 1 063 477 | 69,37 | 53 355 | 69,87 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14 029 | 0,26 | 704 | 0,57 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 72 452 | 9,99 | 3 635 | 10,29 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 524 063 | 13,56 | 26 292 | 13,90 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 60 162 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 192 627 | 12,83 | 9 664 | 13,17 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 13 872 | 32,89 | 696 | 33,14 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 8 481 | 11,77 | 425 | 12,14 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 24 324 | 42,05 | 1 220 | 42,52 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 26 172 | 2,28 | 1 313 | 2,66 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 69 866 | 82,92 | 3 505 | 83,51 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 96 459 | 29,40 | 4 832 | 29,52 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 90 908 | 7,54 | 4 561 | 7,85 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 119 464 | 13,89 | 5 994 | 14,24 | ||||
| 2025-08-28 | NP | STMYX - Sierra Tactical Municipal Fund Class Special Shares | 41 300 | 2 072 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 96 870 | 34,86 | 4 860 | 35,27 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 948 | 14,32 | 298 | 14,62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26 658 | 306,06 | 1 337 | 307,62 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 5 613 | 1,34 | 282 | 1,44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 16 458 | 20,55 | 826 | 20,97 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 22 422 | 2,15 | 1 125 | 2,46 |
