Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund incluem Geneos Wealth Management Inc., Canvas Wealth Advisors, LLC, Mercer Global Advisors Inc /adv, SB Capital Management Inc, Lineweaver Wealth Advisors, LLC, Worth Asset Management, LLC, Gateway Wealth Partners, LLC, Nikulski Financial, Inc., Hershey Financial Advisers, LLC, Strategic Financial Concepts, LLC, Breakwater Capital Group, PFG Advisors, January Capital Advisors LLC, Comerica Bank, Fifth Third Bancorp, Williams & Novak, LLC, Daymark Wealth Partners, Llc, Harbor Group, Inc., Lodestone Wealth Management LLC, e 10Elms LLP .
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.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Nautilus Advisors LLC | 5,444 | 6.27 | 246 | 5.60 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 23,718 | 86.76 | 1,071 | 85.94 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 10,083 | 455 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 585,778 | 5.46 | 26,460 | 4.76 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,068,323 | 14.51 | 48,256 | 14.13 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 109,890 | 52.05 | 4,964 | 51.54 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4,026 | 34.92 | 182 | 34.07 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 28,864 | 23.12 | 1,304 | 22.69 | ||||
| 2026-05-05 | 13F | UBS Group AG | 324 | 15 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 6,893 | 48.59 | 311 | 48.10 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 492,776 | 4.16 | 22,258 | 3.82 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 73,265 | 7.23 | 3,312 | 6.98 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 61,911 | 90.74 | 2,797 | 90.20 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7,232 | 0.68 | 327 | 0.31 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 29,918 | 4.44 | 1,351 | 4.08 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 26,372 | 28.57 | 1,191 | 28.20 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 4,900 | 221 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 254,807 | 64.53 | 11,510 | 63.99 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 547 | 25 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 48,578 | 2.73 | 2,194 | 2.38 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 1,079 | 0.94 | 49 | 0.00 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 51,750 | 2,338 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 17,795 | 6.15 | 804 | 5.80 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 12,235 | 21.43 | 1 | |||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 45,655 | 10.28 | 2 | 100.00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 29,212 | 38.23 | 1,349 | 40.96 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 6,061 | 175.37 | 274 | 175.76 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 158,181 | 2.68 | 7,145 | 2.35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5,033 | 228 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 134,258 | 169.66 | 6,064 | 168.79 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 47,424 | 2,142 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 6,616 | 299 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 46,863 | 895.18 | 2,124 | 896.71 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 49,386 | 3.00 | 2,231 | 2.67 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 7,051 | 9.79 | 318 | 9.28 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 74,988 | 42.10 | 3,387 | 41.66 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 48,537 | 2 | ||||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 58,540 | 58.15 | 2,644 | 57.66 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4,635 | 4,075.68 | 209 | 4,080.00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 496,120 | 133.87 | 22,410 | 133.11 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 57,151 | 39.66 | 2,582 | 39.21 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 51,123 | 8.05 | 2,309 | 7.70 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 6,507 | 294 | ||||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 24,449 | 5.53 | 1,104 | 5.24 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 25,356 | 10.62 | 1,145 | 10.31 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5,033 | 227 | ||||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 271 | 0.00 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 6,773 | 306 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4,982 | 4.62 | 225 | 4.65 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 15,812 | 125.69 | 714 | 125.24 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 17,576 | 15.68 | 794 | 15.26 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 53,843 | 3.42 | 2,432 | 3.09 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4,333 | 18.81 | 196 | 18.18 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 20,044 | 75.36 | 905 | 74.71 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 7,514 | 8.12 | 339 | 7.96 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 21,893 | 989 | ||||||
| 2026-04-15 | 13F | Asio Capital, LLC | 188,799 | 30.10 | 8,528 | 29.25 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 64,188 | 2,899 | ||||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 50,255 | 2.04 | 2,270 | 1.75 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 36,121 | 22.62 | 1,632 | 22.17 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 36,846 | 39.44 | 1,664 | 39.01 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 6,109 | 6.60 | 276 | 5.77 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 544,633 | 1.85 | 24,601 | 102,404.17 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 43,499 | 271.28 | 1,965 | 270.57 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 6,933 | 8.11 | 313 | 7.93 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2,374 | 107 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 70,242 | 1.49 | 3,173 | 1.15 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 14,700 | 664 | ||||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 14,850 | 671 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 100,000 | 70.45 | 4,517 | 69.94 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 451 | 27.76 | 20 | 33.33 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 92,419 | 18.07 | 4,175 | 17.68 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 3,802 | 18.78 | 172 | 17.93 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 11,486 | 16.61 | 519 | 16.14 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 29,291 | 1,513.83 | 1,320 | 1,508.54 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 165,911 | 0.37 | 7,494 | 0.04 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 102,971 | 979.93 | 4,651 | 976.62 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 20,220 | 916 | ||||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 91,438 | 71.08 | 4,130 | 70.52 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 49,115 | 12.17 | 2,219 | 13.16 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 365,028 | 79.31 | 2,359 | -74.43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 11,904 | 231.59 | 538 | 231.48 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 70,370 | 12.41 | 3,179 | 12.02 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 12,365 | 45.20 | 559 | 44.94 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 164,841 | 46.19 | 7,471 | 149,300.00 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 26,796 | 396.13 | 1,210 | 395.90 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 31,969 | 53.22 | 1,444 | 52.80 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 36,655 | 9.94 | 1,656 | 9.60 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 44,845 | 2,026 | ||||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 18,872 | 852 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 77,148 | 3,485 | ||||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 46,823 | 10.70 | 2,115 | 10.33 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 29,124 | 34.74 | 1,316 | 34.32 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 172,917 | 0.07 | 7,811 | -0.27 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 7,227 | 40.99 | 326 | 40.52 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 9,200 | 416 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 27,809 | 16.90 | 1,256 | 16.51 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 8,176 | 359 | ||||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 101 | 5 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 4,861 | 220 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7,418 | 8.34 | 0 | |||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 13,857 | 7.11 | 626 | 6.66 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 10,062 | 14.44 | 454 | 14.07 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 44,580 | 15.80 | 2,014 | 15.42 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 662 | 1.07 | 30 | 0.00 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4,792 | 216 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 159,803 | 8.43 | 7,218 | 8.07 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 98,738 | 56.00 | 4,460 | 55.51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17,309 | 0.73 | 784 | 0.77 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 13,879 | 83.08 | 627 | 82.51 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 81,147 | 88.35 | 3,665 | 87.76 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 33,887 | 17.28 | 1,531 | 16.26 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 15,380 | 40.82 | 694 | 40.28 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 5,232 | 236 | ||||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 10,577 | 478 |
