Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund includ Elevation Capital Advisory, LLC, Tiaa-cref Individual & Institutional Services, Llc, KFA Private Wealth Group, LLC, Canandaigua National Corp, Golden State Equity Partners, Abound Wealth Management, Indiana Trust & Investment Management CO, și Simplex Trading, Llc .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Simplex Trading, Llc | 5 | 0 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 66.687 | 3.608 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 42.768 | 3,27 | 2.314 | 4,14 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 134.563 | 5,23 | 7.281 | 6,11 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 646.919 | 17,44 | 35.002 | 18,42 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 64 | 3 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 154 | 102,63 | 8 | 100,00 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 96.423 | 2,00 | 5.217 | 2,86 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 67.081 | 5,81 | 3.630 | 6,67 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 26.651 | 0,04 | 1.441 | 0,77 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 405 | 22 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 275.311 | 3,38 | 14.896 | 4,24 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 30.280 | 51,58 | 1.625 | 162.300,00 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 8.580 | 464 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 62.993 | 11,56 | 3.408 | 12,48 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 6.925 | 5,26 | 373 | 5,67 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 284 | 15 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 53.245 | 2.881 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 83 | 1,22 | 5 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 8.247 | 25,77 | 446 | 27,07 | ||||
| 2026-05-14 | 13F | Hudson Portfolio Management LLC | 34.248 | 0,11 | 1.853 | 0,98 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 14.272 | 81,72 | 772 | 83,37 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 21.548 | 8,69 | 1.166 | 9,60 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 42.116 | 12,85 | 2.279 | 13,79 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 43.535 | 1,52 | 2.356 | 2,35 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.150 | 225 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 24.494 | 22,02 | 1.325 | 22,69 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 5.507 | 0,16 | 298 | 0,68 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.477 | 1.096,62 | 134 | 1.118,18 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 91.469 | 2,40 | 4.949 | 3,25 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 11.723 | 0,31 | 634 | 1,12 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 146.747 | 9,92 | 7.940 | 10,85 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 8.981 | 9,19 | 486 | 9,98 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 62.032 | 39,11 | 3.356 | 40,30 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 17.456 | 79,11 | 944 | 80,84 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 280.542 | 2,05 | 15.185 | 2,95 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 68.120 | 114,33 | 3.655 | 112,38 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 6.078 | 14,92 | 329 | 15,90 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 254.712 | 0,08 | 13.782 | 0,91 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 585 | 0,34 | 32 | 0,00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 365.080 | 0,05 | 19.753 | 0,88 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 22.200 | 1,76 | 1 | -99,92 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 175.053 | 11,84 | 9.472 | 12,78 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 12.854 | 695 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 217.622 | 7,42 | 11.775 | 8,32 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 143.984 | 7.790 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 6.140 | 6,34 | 332 | 7,44 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.968 | 0,25 | 107 | 0,95 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 14.154 | 0,43 | 766 | 1,19 |
