Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund meliputi Kovitz Investment Group Partners, LLC, Tactive Advisors, LLC, Hrt Financial Lp, dan Elequin Capital Lp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Tactive Advisors, LLC | 5,824 | 297 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 8,758 | 10.57 | 447 | 11.78 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 17,612 | 0.80 | 898 | 2.05 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6,855 | 10.28 | 350 | 11.50 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 210,133 | 3.52 | 10,715 | 4.77 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 208,900 | 114.48 | 10,652 | 117.08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 369,245 | 15.36 | 18,829 | 16.75 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4,033 | 0 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7,281 | 35.23 | 371 | 36.90 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 270 | 31.71 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 15,902 | 70.95 | 811 | 70.53 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 80 | 4 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 80,266 | 38.21 | 4,093 | 39.85 | ||||
| 2025-05-06 | NP | KAMIX - Kensington Managed Income Fund Institutional Class Shares | 382,708 | 66.39 | 19,283 | 64.06 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,183 | 7.60 | 417 | 8.88 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 19,624 | 3.28 | 1,001 | 3.09 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 48,804 | 2,489 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 30,673 | 3.71 | 1,564 | 4.97 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 150,716 | 45.96 | 7,685 | 45.55 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 128,042 | 6,529 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 839,505 | 5.93 | 42,809 | 7.21 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,357,269 | 0.52 | 69,099 | 1.57 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 144,259 | 0.88 | 7,356 | 2.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
