Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund includono 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, e Capital Investment Advisory Services, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
