Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans PIMCO Income Strategy Fund comprennent Cypress Capital Group, Balyasny Asset Management Llc, Herold Advisors, Inc., Equitable Holdings, Inc., Trust Co Of Vermont, et Strategic Wealth Partners, Ltd. .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
