Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Pimco Dynamic Income Opportunities Fund includono Cerity Partners LLC, Integrity Wealth Partners, LLC, Navis Wealth Advisors, LLC, Sit Investment Associates Inc, CENTRAL TRUST Co, Shay Capital LLC, West Michigan Advisors, Llc, Clearview Wealth Management LLC, IHT Wealth Management, LLC, Sovran Advisors, LLC, Gateway Wealth Partners, LLC, Equitable Holdings, Inc., TCG Advisory Services, LLC, Osbon Capital Management Llc, Beaird Harris Wealth Management, LLC, e Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 10.639 | 0,43 | 138 | -6,16 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 187.532 | 47,05 | 2.425 | 37,34 | ||||
| 2026-01-29 | 13F | Comerica Bank | 72.112 | 422,55 | 998 | 414,43 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 33.589 | 196,51 | 444 | 182,80 | ||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 60.514 | 1 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 11.222 | 145 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 3.565.457 | 1,24 | 46.101 | -5,42 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 13.785 | 184 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 49.833 | 2,49 | 651 | -4,27 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 20.484 | 2,77 | 265 | -4,00 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 25.000 | 66,67 | 323 | 56,04 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 840.793 | 5,10 | 10.871 | -1,81 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 37.428 | 5,76 | 484 | -1,23 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 392.835 | 1,89 | 5.129 | -4,74 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 18.251 | 14,52 | 236 | 6,82 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 22.773 | 5,27 | 294 | -1,67 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 233.197 | 3.015 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 21.155 | 38,26 | 275 | 29,11 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 195.582 | 15,42 | 2.529 | 7,80 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 16.115 | 0,67 | 208 | -5,88 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 31.500 | 407 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 650.442 | 0,02 | 9.002 | 99.922,22 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3.750 | 167,86 | 48 | 152,63 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 327.028 | 19,91 | 4.317 | 14,36 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 15.982 | 207 | ||||||
| 2026-05-12 | 13F | Creative Planning | 22.518 | 7,82 | 291 | 0,69 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 9.931 | 19,90 | 128 | 12,28 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10.631 | 147 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 18.059 | 3,75 | 234 | -2,92 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 25.000 | 326 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 187.823 | 33,21 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | Fund Advisors of America Inc/FL | 30.241 | 3,01 | 391 | -3,69 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 63.535 | 822 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.500 | 7,84 | 71 | 1,43 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 865.387 | 7,54 | 11.189 | 0,47 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 35.742 | 5,06 | 462 | -1,70 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1.267.824 | 3,03 | 16 | -5,88 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 44.056 | 570 | ||||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 90.524 | 1.170 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 92.725 | 4,57 | 1.283 | 2,48 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 983.369 | 5,82 | 12.715 | -1,14 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 224.499 | 0,04 | 2.903 | -6,54 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 16.354 | 211 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 11.000 | 142 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 60.268 | 779 | ||||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 95.649 | 1.237 | ||||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 547 | 7 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.745.837 | 22.574 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 19.790 | 2,88 | 256 | -3,76 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 50.000 | 138,10 | 664 | 125,08 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 89.634 | 10,39 | 1.170 | 4,19 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 1.269 | 2,92 | 16 | -5,88 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1.980 | 2,80 | 26 | -3,85 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 286.227 | 0,63 | 3.701 | -6,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 300 | 4 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.347.194 | 6,96 | 30.348 | -0,08 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 35.631 | 0,37 | 461 | -6,31 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 3.604 | 47 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 648 | -35,81 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.377 | 44 | ||||||
| 2026-05-15 | 13F | Shay Capital LLC | 27.720 | 358 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 23.796 | 308 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 49 | -7,69 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 68.998 | 47,88 | 892 | 38,29 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 31.555 | 1,03 | 408 | -5,56 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 99.325 | 0,49 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 365.731 | 19,32 | 4.729 | 11,48 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 23.236 | 76,32 | 300 | |||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 128.530 | 1.662 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 175.425 | 73,12 | 2.268 | 61,77 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10.205 | 132 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 15.502 | 3,14 | 200 | -3,85 |
