Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF inkluderer Sovran Advisors, LLC, Janney Montgomery Scott LLC, Merit Financial Group, LLC, Integrated Wealth Concepts LLC, Napa Wealth Management, Comerica Bank, Private Trust Co Na, GW&K Investment Management, LLC, Jones Financial Companies Lllp, GPS Wealth Strategies Group, LLC, og Global Retirement Partners, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 5 552 | 4,42 | 200 | 17,75 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 141 376 | 18,61 | 5 080 | 33,33 | ||||
2025-08-14 | 13F | Mariner, LLC | 877 059 | 4,48 | 31 517 | 17,43 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 98 | 4 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 300 | 11 | ||||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 270 | 0,75 | 10 | 12,50 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 53 030 | 6,46 | 1 906 | 19,66 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 120 355 | 4 264 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 148 330 | 9,20 | 5 330 | 22,75 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 1 230 100 | 0,67 | 44 204 | 13,16 | ||||
2025-08-14 | 13F | Napa Wealth Management | 22 893 | 823 | ||||||
2025-07-15 | 13F | McAdam, LLC | 44 768 | 1,15 | 1 609 | 13,72 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 60 761 | 31,88 | 2 183 | 49,11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 193 103 | 943,41 | 6 939 | 1 074,11 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 269 941 | 4,49 | 9 440 | 10,79 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6 810 | 0,58 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33 030 | 1 187 | ||||||
2025-08-14 | 13F | Comerica Bank | 3 099 | 111 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 59 474 | 2 137 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27 375 | 984 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5 901 | 212 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 66 741 | 2 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 860 | 31 | ||||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 699 | 0 | ||||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 8 600 | 33,35 | 309 | 50,00 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 15 569 | 4,60 | 559 | 17,68 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 764 | 25,25 | 27 | 42,11 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 409 | 15 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 43 256 | 18,39 | 1 554 | 33,05 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 35 951 | 1,74 | 1 292 | 14,35 |