Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund inkluderer Great Valley Advisor Group, Inc., Cary Street Partners Financial Llc, Asio Capital, LLC, Mason & Associates, LLC, ABLE Financial Group, LLC, Financial Advocates Investment Management, Global Retirement Partners, LLC, Wiley Bros.-aintree Capital, Llc, Mayfair Advisory Group, LLC, Elequin Capital Lp, Cove Street Capital, LLC, AssuredPartners Investment Advisors, LLC, Kelman-Lazarov, Inc., Advisory Services Network, LLC, DAVENPORT & Co LLC, Capital Analysts, Inc., CoreCap Advisors, LLC, Briaud Financial Planning, Inc, og Capital Investment Advisory Services, 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.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 439 | 5,53 | 19 | 5,56 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 143 132 | 6 331 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 546 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 206 709 | 25,88 | 9 143 | 24,47 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 400 | 12 658,62 | 327 | 16 250,00 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 34 243 | 68,37 | 1 515 | 66,56 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4 857 | 215 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9 180 | 406 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 13 550 | 595 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 954 | 160,99 | 175 | 159,70 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 11 427 | 505 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 192 720 | 7,86 | 8 524 | 6,67 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 20 350 | 39,29 | 900 | 37,83 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 284 748 | 42,41 | 12 593 | 40,80 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43 863 | 91,95 | 1 935 | 89,24 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 6 763 | 18,67 | 307 | 18,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17 150 | 759 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6 245 | 276 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10 100 | 5,42 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 414 729 | 18 344 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30 600 | 153,69 | 1 | |||||
| 2025-07-17 | 13F | Asio Capital, LLC | 133 265 | 5 894 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 590 | 645 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 48 520 | 140,78 | 2 146 | 138,18 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 11 543 | 6,92 | 511 | 5,81 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 22 437 | 12,65 | 1 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17 606 | 779 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 700 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22 892 | 1 013 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37 017 | 0,43 | 1 637 | −0,67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 262 | 318 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 44 254 | 1 957 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 873 | 39 | ||||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 374 393 | 34,06 | 16 560 | 32,56 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 145 888 | 32,25 | 6 453 | 30,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 207 | 30,35 | 53 | 29,27 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 105 | 0,59 | 226 | −0,88 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 31 153 | 26,50 | 1 378 | 25,07 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 113 448 | 31,92 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 381 976 | 5,27 | 16 895 | 4,09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 48 215 | 9,30 | 2 133 | 8,06 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 38 589 | 0,30 | 1 707 | −0,81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 180 325 | 14,23 | 7 978 | 12,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 481 185 | 12,96 | 21 | 10,53 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 285 | 13 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 173 656 | 28,14 | 7 681 | 26,71 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 23 393 | 142,49 | 1 035 | 139,91 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 265 | −1,12 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 46 527 | 5,08 | 2 058 | 3,89 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 159 580 | 7 058 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 56 866 | 0,60 | 2 515 | −0,51 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 12 483 | 552 | ||||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 46 230 | 2 045 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 750 | 564 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 39 775 | 15,31 | 1 759 | 14,07 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 7 630 | 337 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8 262 | 826 100,00 | 365 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 32 881 | 37,85 | 1 454 | 36,40 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 33 043 | 0,55 | 1 462 | −1,28 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 966 | 0,98 | 86 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14 871 | 112,56 | 658 | 110,58 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7 260 | 6,98 | 321 | 5,94 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11 399 | 27,43 | 504 | 26,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 327 | 0,91 | 103 | −0,97 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19 487 | 101,02 | 862 | 98,85 |
