Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Pimco Dynamic Income Opportunities Fund meliputi Balyasny Asset Management Llc, Readystate Asset Management Lp, AlphaCore Capital LLC, Naviter Wealth, LLC, StoneX Group Inc., Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, AE Wealth Management LLC, Tableaux Llc, MeadowBrook Investment Advisors LLC, Newbridge Financial Services Group, Inc., Russell Investments Group, Ltd., dan Boreal Capital Management LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 151,654 | 2.88 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 224,617 | 3.88 | 3,028 | 0.87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 743 | 10 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,429 | 46 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 14,251 | 0.29 | 192 | -2.54 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 5,191 | 851 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,000 | 13 | ||||||
| 2025-05-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 1,672,629 | 7.18 | 23 | 4.76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 51 | -41.86 | ||||||
| 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 | 897,605 | 0.47 | 12,037 | -4.25 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80,892 | 12.27 | 1,090 | 9.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,804 | 107.86 | 38 | 105.56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,020 | 7,746.15 | 14 | |||||
| 2025-08-14 | 13F | UBS Group AG | 3,506,474 | 3.30 | 47,267 | 0.32 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 45,778 | 226.57 | 617 | 218.04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 484 | 868.00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 58,490 | 57.71 | 788 | 53.31 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 25,500 | 347 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15,365 | 31.12 | 207 | 29.38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58,065 | 6.68 | 783 | 3.58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 151,118 | 22.63 | 2,037 | 19.12 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 174,862 | 2,357 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 15,000 | 202 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 35,426 | 482 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 42,810 | 2.98 | 577 | 0.00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 298,853 | 13.26 | 4,065 | 10.01 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 341,423 | 4.98 | 4,602 | 1.97 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,034 | 5.33 | 27 | 3.85 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 33,206 | 2.83 | 448 | -0.22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 502,546 | 6.75 | 6,774 | 3.67 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2,255 | 30 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 564 | 2.73 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 13,150 | 177 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 58,285 | 120.85 | 786 | 114.48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35,997 | 18.47 | 485 | 15.20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,649 | 157 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 149,773 | 2,022 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8,488 | 42.66 | 114 | 39.02 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 773,376 | 3.70 | 10,425 | 0.71 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 16,075 | 212 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 126,385 | 498.84 | 1,704 | 483.22 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,292 | 206 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 166,776 | 13.88 | 2,248 | 10.63 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 689,558 | 7.04 | 9,295 | 3.96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 676,091 | 0.58 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 403 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31,944 | 8.58 | 431 | 5.39 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 73,108 | 2.21 | 985 | -0.71 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 15,290 | 91.12 | 212 | 96.30 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 53,375 | 719 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 932,102 | 5.07 | 12,565 | 2.04 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 757,257 | 1.61 | 10,208 | -1.32 | ||||
| 2025-08-08 | 13F | Cercano Management LLC | 1,666,651 | 21.58 | 22,466 | 18.08 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 97,168 | 5.28 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 21,517 | 85.94 | 290 | 81.25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 531,490 | 22.29 | 7,164 | 18.77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,032 | 0.64 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 142 | 2 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 13,347 | 180 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,359,860 | 13.44 | 18,331 | 10.17 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1,823 | 2.82 | 25 | 0.00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 35,574 | 2.39 | 480 | -0.62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 200,068 | 17.05 | 2,697 | 13.66 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1,305,639 | 0.93 | 18 | 0.00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 5,309 | 39.71 | 74 | 43.14 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,687,672 | 0.60 | 63,190 | -2.30 |
