Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO Income Strategy Fund meliputi Cypress Capital Group, Balyasny Asset Management Llc, Herold Advisors, Inc., Equitable Holdings, Inc., Trust Co Of Vermont, dan Strategic Wealth Partners, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-29 | 13F | Centaurus Financial, Inc. | 357,970 | 5.53 | 3 | 0.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 354,420 | 43.26 | 2,956 | 38.93 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 42,755 | 7.18 | 357 | 3.79 | ||||
2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 1,281,563 | 0.44 | 10,688 | -2.60 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 26,816 | 16.84 | 224 | 13.20 | ||||
2025-07-25 | 13F | Cypress Capital Group | 58,213 | 485 | ||||||
2025-07-23 | 13F | Element Wealth, LLC | 15,763 | 0.10 | 131 | -2.96 | ||||
2025-08-07 | 13F | Allworth Financial LP | 4,100 | 34 | ||||||
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 | 310,770 | 0.60 | 2,589 | -2.01 | ||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 37,026 | 312 | ||||||
2025-08-13 | 13F | Invesco Ltd. | 317,312 | 3.31 | 2,646 | 0.19 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 425 | 4 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 94,400 | 8.51 | 787 | 5.21 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 22,413 | 105.45 | 187 | 100.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 132,689 | 7.41 | 1 | 0.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15,142 | 27.12 | 126 | 23.53 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 1,836 | 1.77 | 15 | 0.00 | ||||
2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1,281,563 | 0.44 | 10,688 | -2.60 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 144,500 | 44.81 | 1,205 | 40.44 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 32,687 | 2.95 | 273 | -0.37 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 15,336 | 2,292.51 | 128 | 2,440.00 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 28,780 | 240 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11,005 | 87.22 | 91 | 82.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 188,587 | 3.79 | 1,573 | 0.70 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 34,151 | 63.62 | 285 | 58.66 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 17,714 | 2.92 | 148 | -0.68 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 10,200 | 2.00 | 85 | -1.16 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 208,863 | 5.38 | 1,742 | 2.17 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 1,400 | 12 | ||||||
2025-08-14 | 13F | UBS Group AG | 17,405 | 0.13 | 145 | -2.68 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 34,931 | 291 | ||||||
2025-08-14 | 13F | Tudor Financial Inc. | 15,643 | 0.37 | 130 | -2.99 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 18,749 | 156 | ||||||
2025-08-14 | 13F | Mariner, LLC | 30,247 | 5.17 | 252 | 2.02 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 428,412 | 37.15 | 4 | 50.00 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 866,680 | 10.60 | 7,228 | 7.27 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 14,474 | 21.32 | 121 | 17.65 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23,245 | 6.04 | 194 | 2.66 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,199 | 10 | ||||||
2025-07-23 | 13F | Elm3 Financial Group, LLC | 27,833 | 27.18 | 232 | 23.40 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 20,541 | 1.08 | 171 | -1.72 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 184,941 | 10.70 | 1,542 | 7.31 |