Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund meliputi CFS Investment Advisory Services, LLC, Elequin Capital Lp, STMYX - Sierra Tactical Municipal Fund Class Special Shares, Great Valley Advisor Group, Inc., Abacus Planning Group, Inc., Prime Capital Investment Advisors, LLC, Vise Technologies, Inc., Rockport Wealth LLC, Family Management Corp, Integrated Wealth Concepts LLC, Atlantic Union Bankshares Corp, Harbor Asset Planning, Inc., Newbridge Financial Services Group, Inc., Briaud Financial Planning, Inc, dan Crewe Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | TD Capital Management LLC | 368,809 | 8.59 | 18,503 | 8.92 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 842,230 | 22.13 | 42,196 | 22.32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,394 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 97,905 | 15.12 | 4,912 | 16.18 | ||||
| 2025-08-07 | 13F | PFG Advisors | 9,969 | 10.42 | 500 | 10.86 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 26,540 | 31.56 | 1,332 | 31.91 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 109 | 0.93 | 5 | 0.00 | ||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 430,018 | 4.91 | 21,574 | 5.22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,781 | 1.07 | 691 | 1.32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 90,096 | 3.22 | 4,520 | 3.53 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30,469 | 0.17 | 1,529 | 0.46 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 7,157 | 35,685.00 | 359 | 35.98 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 60,482 | 7.98 | 3,034 | 8.32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 305,545 | 41.53 | 15,330 | 41.95 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,525 | 327 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 302 | 0 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10,656 | 0.69 | 535 | 0.95 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4,156 | 209 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 74,991 | 9.59 | 3,762 | 9.94 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13,934 | 202.06 | 699 | 203.91 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25,600 | 7.81 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 27 | 1 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,311 | 417 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 39,716 | 1,993 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 39,857 | 14.99 | 2,000 | 15.35 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 47,013 | 2.97 | 2,359 | 3.29 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 42,341 | 0.34 | 2,124 | 0.66 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 13,400 | 41.28 | 672 | 41.77 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 95,192 | 13.50 | 4,776 | 13.83 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 33 | 65.00 | 2 | |||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 12,500 | 627 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 448,317 | 7.56 | 22,492 | 7.89 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 690 | 35 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 618 | 0.65 | 31 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 43,323 | 2.72 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38,787 | 183.12 | 1,946 | 183.94 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 94,843 | 34.12 | 4,758 | 34.52 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5,639 | 283 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 32,322 | 0.07 | 1,622 | 0.37 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 36,038 | 426.10 | 1,808 | 428.65 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,330 | 67 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6,175 | 310 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 5,056 | 0.12 | 254 | 0.40 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 11,918 | 9.33 | 598 | 9.54 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 128,660 | 0.76 | 6,455 | 1.05 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41,349 | 19.39 | 2,074 | 19.75 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 45,444 | 2,280 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 32,477 | 35.55 | 1,629 | 35.98 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7,187 | 0.67 | 361 | 0.84 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15,138 | 759 | ||||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 5,000 | 251 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 8,182 | 1.35 | 411 | 1.74 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 258 | 1.18 | 13 | 0.00 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 68,370 | 3.86 | 3,430 | 4.19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 893,294 | 123.59 | 44,817 | 124.26 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 259,726 | 0.41 | 13,030 | 0.72 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 4,271 | 214 | ||||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 7,755 | 0.65 | 389 | 1.04 | ||||
| 2025-08-14 | 13F | Family Management Corp | 4,626 | 232 | ||||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 5,979 | 0.67 | 300 | 0.67 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 32,254 | 0.63 | 1,618 | 0.94 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 8,552 | 0.35 | 429 | 0.70 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 579 | 29 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16,325 | 16,729.90 | 819 | 20,375.00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 571,694 | 140.22 | 28,682 | 140.94 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 234 | 12 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12,440 | 41.69 | 624 | 42.14 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 1,998 | 68.04 | 100 | 69.49 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 12,429 | 5.32 | 624 | 5.59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3,312,726 | 242.70 | 166,200 | 243.73 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 145,958 | 11.50 | 7,323 | 11.84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 22,253 | 55.83 | 1,116 | 56.74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19,973 | 5.50 | 1,002 | 5.92 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 14,495 | 6.56 | 727 | 6.91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15,032 | 5.48 | 754 | 5.90 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5,702 | 37.70 | 286 | 38.16 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 1,063,477 | 69.37 | 53,355 | 69.87 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14,029 | 0.26 | 704 | 0.57 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 72,452 | 9.99 | 3,635 | 10.29 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 524,063 | 13.56 | 26,292 | 13.90 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 60,162 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 192,627 | 12.83 | 9,664 | 13.17 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 13,872 | 32.89 | 696 | 33.14 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 8,481 | 11.77 | 425 | 12.14 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 24,324 | 42.05 | 1,220 | 42.52 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 26,172 | 2.28 | 1,313 | 2.66 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 69,866 | 82.92 | 3,505 | 83.51 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 96,459 | 29.40 | 4,832 | 29.52 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 90,908 | 7.54 | 4,561 | 7.85 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 119,464 | 13.89 | 5,994 | 14.24 | ||||
| 2025-08-28 | NP | STMYX - Sierra Tactical Municipal Fund Class Special Shares | 41,300 | 2,072 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 96,870 | 34.86 | 4,860 | 35.27 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5,948 | 14.32 | 298 | 14.62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26,658 | 306.06 | 1,337 | 307.62 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 5,613 | 1.34 | 282 | 1.44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 16,458 | 20.55 | 826 | 20.97 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 22,422 | 2.15 | 1,125 | 2.46 |
