Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO Corporate & Income Strategy Fund meliputi Readystate Asset Management Lp, Balyasny Asset Management Llc, Westbourne Investment Advisors, Inc., RMG Wealth Management LLC, Objective Capital Management, LLC, Savoie Capital LLC, Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, Ltd., Ameriflex Group, Inc., dan Russell Investments Group, Ltd. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10,095 | 129 | ||||||
| 2025-09-05 | 13F | Ghe, Llc | 608,299 | 7.94 | 7,719 | 110,171.43 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 32,490 | 17.33 | 412 | 9.28 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 1,049,372 | 9.19 | 13,317 | 1.51 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 449,815 | 9.64 | 5,708 | 1.93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,160 | 40 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 246,428 | 98.44 | 3,127 | 84.48 | ||||
| 2025-05-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 175,968 | 6.64 | 2,233 | -0.84 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1,899 | 2.59 | 24 | -4.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 135 | 2 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 19,014 | 241 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 70,300 | 4.70 | 892 | -2.62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12,281 | 156 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 29,578 | 71.97 | 0 | |||||
| 2025-08-14 | 13F | Savoie Capital LLC | 12,000 | 152 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 88,158 | 4.68 | 1,119 | -2.70 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25,232 | 1.40 | 320 | 2.89 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,188 | 14.48 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 115,258 | 1,463 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 302,009 | 5.23 | 3,832 | -2.17 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 48,358 | 0.69 | 614 | -6.41 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 16,000 | 203 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 11,156 | 5.50 | 142 | -2.08 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,055 | 13 | ||||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. 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 | 415,126 | 3.05 | 5,293 | -3.75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 20,955 | 263 | ||||||
| 2025-08-08 | 13F | Creative Planning | 13,174 | 4.85 | 167 | -2.34 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 15,173 | 23.48 | 193 | 14.97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68,821 | 29.09 | 873 | 20.08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 244,615 | 5.01 | 3,104 | -2.36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 43,394 | 551 | ||||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 44,000 | 558 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 14,351 | 1.30 | 182 | -5.70 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 244,813 | 586.75 | 3,107 | 539.09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 978,839 | 4.20 | 12,421 | -3.13 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,517 | 0.76 | 32 | -8.82 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 250,700 | 0.80 | 3,181 | -6.28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 227,330 | 3.21 | 3 | -33.33 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,370 | 17 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 503,424 | 9.40 | 6,388 | 1.70 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 157,959 | 14.98 | 2,156 | 16.98 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 46,501 | 5.41 | 592 | -1.99 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 76,526 | 971 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 31,390 | 15.19 | 428 | 17.26 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 25,972 | 7.28 | 330 | -0.30 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 255,565 | 3,243 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1,153,405 | 3.12 | 14,637 | -4.13 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 22,203 | 282 | ||||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 46,164 | 586 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 79,503 | 1.59 | 1,009 | -5.62 |
