Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in PIMCO Dynamic Income Strategy Fund includono Dymon Asia Capital (singapore) Pte. Ltd., Harris Associates L P, BlackRock, Inc., Parallel Advisors, LLC, Salomon & Ludwin, LLC, Concorde Financial Corp, RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, e RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 1.708 | 1,73 | 42 | 2,44 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25.045 | 19,62 | 621 | 21,05 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 45.130 | 95,57 | 1.112 | 84,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 552.040 | 6,11 | 13.608 | 6,60 | ||||
| 2025-08-14 | 13F | Harris Associates L P | 10.000 | 268 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.724 | 42 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 468.132 | 0,53 | 11.539 | 0,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7.073 | 174 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 16.879 | 11,74 | 416 | 12,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 963.334 | 10,65 | 23.746 | 11,14 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16.611 | 39,59 | 409 | 40,07 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 67.263 | 5,11 | 1.658 | 5,61 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8.500 | 210 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12.390 | 0 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 24.079 | 594 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 568.291 | 19,51 | 14.008 | 20,05 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34.816 | 14,55 | 809 | 5,75 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 45.130 | 1.112 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 20.332 | 32,87 | 501 | 33,60 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 68.051 | 19,27 | 1.678 | 19,79 | ||||
| 2025-08-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 11.804 | 291 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 828.003 | 1,05 | 20.410 | 1,51 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 835.320 | 7,75 | 20.591 | 8,23 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 300 | 7 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 759 | 19 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8.772 | 5,24 | 216 | 8,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 78.558 | 1,08 | 1.936 | 1,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 33.560 | 6,50 | 827 | 6,99 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 25.574 | 0,80 | 1 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 33 | 1 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 11.308 | 10,73 | 279 | 11,20 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 8.389 | 1,73 | 207 | 1,98 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 19 | 0 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2.559 | 4,07 | 63 | 5,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60.711 | 59,41 | 1.497 | 60,17 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 21.512 | 530 |
