Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund incluem Elevation Capital Advisory, LLC, Tiaa-cref Individual & Institutional Services, Llc, KFA Private Wealth Group, LLC, Canandaigua National Corp, Golden State Equity Partners, Abound Wealth Management, Indiana Trust & Investment Management CO, e Simplex Trading, Llc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Summit Financial, LLC | 24,494 | 22.02 | 1,325 | 22.69 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 5,507 | 0.16 | 298 | 0.68 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2,477 | 1,096.62 | 134 | 1,118.18 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 91,469 | 2.40 | 4,949 | 3.25 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 5 | 0 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 66,687 | 3,608 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 42,768 | 3.27 | 2,314 | 4.14 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 134,563 | 5.23 | 7,281 | 6.11 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 11,723 | 0.31 | 634 | 1.12 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 646,919 | 17.44 | 35,002 | 18.42 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 146,747 | 9.92 | 7,940 | 10.85 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 8,981 | 9.19 | 486 | 9.98 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 64 | 3 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 62,032 | 39.11 | 3,356 | 40.30 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 17,456 | 79.11 | 944 | 80.84 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 154 | 102.63 | 8 | 100.00 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 96,423 | 2.00 | 5,217 | 2.86 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 67,081 | 5.81 | 3,630 | 6.67 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 280,542 | 2.05 | 15,185 | 2.95 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 6,078 | 14.92 | 329 | 15.90 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 26,651 | 0.04 | 1,441 | 0.77 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 405 | 22 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 275,311 | 3.38 | 14,896 | 4.24 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 30,280 | 51.58 | 1,625 | 162,300.00 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 8,580 | 464 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 254,712 | 0.08 | 13,782 | 0.91 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 62,993 | 11.56 | 3,408 | 12.48 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 6,925 | 5.26 | 373 | 5.67 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 284 | 15 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 53,245 | 2,881 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 585 | 0.34 | 32 | 0.00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 365,080 | 0.05 | 19,753 | 0.88 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 83 | 1.22 | 5 | 0.00 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 22,200 | 1.76 | 1 | -99.92 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 8,247 | 25.77 | 446 | 27.07 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 175,053 | 11.84 | 9,472 | 12.78 | ||||
| 2026-05-14 | 13F | Hudson Portfolio Management LLC | 34,248 | 0.11 | 1,853 | 0.98 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 12,854 | 695 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 217,622 | 7.42 | 11,775 | 8.32 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 14,272 | 81.72 | 772 | 83.37 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 21,548 | 8.69 | 1,166 | 9.60 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 143,984 | 7,790 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 42,116 | 12.85 | 2,279 | 13.79 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 43,535 | 1.52 | 2,356 | 2.35 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4,150 | 225 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 6,140 | 6.34 | 332 | 7.44 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1,968 | 0.25 | 107 | 0.95 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 14,154 | 0.43 | 766 | 1.19 |
