Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans PIMCO Dynamic Income Strategy Fund comprennent Dymon Asia Capital (singapore) Pte. Ltd., Harris Associates L P, BlackRock, Inc., Parallel Advisors, LLC, Salomon & Ludwin, LLC, Concorde Financial Corp, RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, et RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 1 708 | 1,73 | 42 | 2,44 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25 045 | 19,62 | 621 | 21,05 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 45 130 | 95,57 | 1 112 | 84,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 552 040 | 6,11 | 13 608 | 6,60 | ||||
| 2025-08-14 | 13F | Harris Associates L P | 10 000 | 268 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 724 | 42 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 468 132 | 0,53 | 11 539 | 0,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 073 | 174 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 16 879 | 11,74 | 416 | 12,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 963 334 | 10,65 | 23 746 | 11,14 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16 611 | 39,59 | 409 | 40,07 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 67 263 | 5,11 | 1 658 | 5,61 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8 500 | 210 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 390 | 0 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 24 079 | 594 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 568 291 | 19,51 | 14 008 | 20,05 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 34 816 | 14,55 | 809 | 5,75 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 45 130 | 1 112 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 20 332 | 32,87 | 501 | 33,60 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 68 051 | 19,27 | 1 678 | 19,79 | ||||
| 2025-08-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 11 804 | 291 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 828 003 | 1,05 | 20 410 | 1,51 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 835 320 | 7,75 | 20 591 | 8,23 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 300 | 7 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 759 | 19 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8 772 | 5,24 | 216 | 8,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 78 558 | 1,08 | 1 936 | 1,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 33 560 | 6,50 | 827 | 6,99 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 25 574 | 0,80 | 1 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 33 | 1 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 11 308 | 10,73 | 279 | 11,20 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 8 389 | 1,73 | 207 | 1,98 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 19 | 0 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 559 | 4,07 | 63 | 5,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60 711 | 59,41 | 1 497 | 60,17 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 21 512 | 530 |
