Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in PIMCO Dynamic Income Strategy Fund includono Navis Wealth Advisors, LLC, Quantinno Capital Management LP, Investment Management Trust, LLC, Fifth Third Bancorp, Abel Hall, LLC, Brown Advisory Inc, Awm Capital, Llc, CoreCap Advisors, LLC, e Wealth Science Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 12.443 | 274 | ||||||
| 2026-04-13 | 13F | Stolper Co | 40.357 | 65,10 | 1 | |||||
| 2026-05-15 | 13F | Brown Advisory Inc | 12.022 | 265 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 999.725 | 3,85 | 22.054 | 21,99 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 16.028 | 0,96 | 354 | 18,46 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 29.665 | 81,03 | 654 | 113,03 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 9.547 | 211 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 772.043 | 24,00 | 17.031 | 45,66 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 16.740 | 369 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 388.722 | 8.575 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 87.566 | 9,70 | 1.932 | 28,82 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 7.397 | 8,03 | 163 | 27,34 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.467 | 187 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 1.009 | 53,11 | 22 | 83,33 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 500 | 0 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 12.527 | 0,58 | 235 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 31.253 | 883,42 | 689 | 1.067,80 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 30.600 | 1.411,11 | 675 | 1.676,32 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 9.945 | 219 | ||||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 13.575 | 0,63 | 301 | 2,03 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 63.378 | 10,92 | 1.398 | 30,29 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 2.500 | 606,21 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 18.503 | 11,39 | 408 | 31,19 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 953.643 | 8,84 | 21.037 | 27,85 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 23.945 | 27,67 | 528 | 28,78 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 35.201 | 0,06 | 777 | 17,58 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 9.507 | 210 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 75.833 | 0,39 | 1.673 | 17,91 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1.021.789 | 6,13 | 23 | 22,22 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 90.004 | 20,79 | 2.219 | 20,81 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 250.000 | 28,69 | 6 | 66,67 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 21.943 | 484 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 118.998 | 15,20 | 2.625 | 35,38 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 49.164 | 1.085 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 484.764 | 0,66 | 10.694 | 18,25 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 964 | 18 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 978.814 | 1,91 | 21.593 | 19,72 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 18.049 | 399 | ||||||
| 2026-04-28 | 13F | Abel Hall, LLC | 15.000 | 331 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 16.301 | 360 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 149.352 | 137,32 | 3.295 | 178,92 | ||||
| 2026-05-15 | 13F | Almitas Capital LLC | 541.492 | 257,99 | 11.945 | 320,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 53.558 | 20,11 | 1.181 | 41,10 | ||||
| 2026-05-01 | 13F | Altium Capital Management LP | 157.700 | 4,43 | 3.479 | 22,68 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 20.775 | 73,12 | 458 | 103,56 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.000 | 21 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 49.079 | 1.083 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 339.026 | 5,64 | 7.479 | 24,10 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 75.833 | 0,39 | 1.683 | 1,75 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 21.700 | 5,85 | 0 | |||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 10.158 | 19,14 | 224 | 5,66 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 914.798 | 25,53 | 20.180 | 47,45 |
