Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em PIMCO Dynamic Income Strategy Fund incluem 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 .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 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 |
