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icono de PFL

PIMCO Income Strategy Fund
PFL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
USD 7.05 M -USD 3.92 M -337,453 -36%
Horizon Kinetics
2
Horizon Kinetics
New York
USD 4.03 M -USD 329 k -28,331 -8%
LPL Financial
3
LPL Financial
California
USD 3.09 M -USD 285 k -24,544 -9%
Creative Planning
4
Creative Planning
Kansas
USD 2.78 M +USD 34.7 k +2,989 +1%
Invesco
5
Invesco
Georgia
USD 2.58 M -USD 137 k -11,757 -5%
Sit Investment Associates
6
Sit Investment Associates
Minnesota
USD 1.94 M -USD 470 k -40,470 -20%
Armor Investment Advisors
7
Armor Investment Advisors
North Carolina
USD 1.68 M +USD 3.1 k +267 +0.2%
Guggenheim Capital
8
Guggenheim Capital
Illinois
USD 1.63 M +USD 383 k +32,977 +31%
Ladenburg Thalmann Financial Services
9
Ladenburg Thalmann Financial Services
Florida
USD 1.6 M +USD 193 k +16,594 +14%
Morgan Stanley
10
Morgan Stanley
New York
USD 1.56 M +USD 31.2 k +2,685 +2%
National Planning Corporation
11
National Planning Corporation
California
USD 1.56 M +USD 479 k +41,268 +46%
Nuveen
12
Nuveen
North Carolina
USD 1.26 M -USD 685 k -59,000 -36%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 1.08 M +USD 306 k +26,354 +41%
BB&T Securities
14
BB&T Securities
Virginia
USD 976 k +USD 49.2 k +4,233 +5%
First Foundation Advisors
15
First Foundation Advisors
California
USD 856 k -USD 25.5 k -2,200 -3%
Sonora Investment Management
16
Sonora Investment Management
Arizona
USD 770 k – – –
Raymond James & Associates
17
Raymond James & Associates
Florida
USD 740 k -USD 2 k -172 -0.3%
Suntrust Banks
18
Suntrust Banks
Georgia
USD 712 k +USD 35.9 k +3,088 +5%
Wells Fargo
19
Wells Fargo
California
USD 575 k -USD 5.98 k -515 -1%
Advisor Group
20
Advisor Group
Arizona
USD 565 k -USD 24.4 k -2,100 -4%
Bank of America
21
Bank of America
North Carolina
USD 534 k -USD 47.2 k -4,060 -8%
UBS Group
22
UBS Group
Switzerland
USD 513 k -USD 105 k -9,038 -17%
Shufro Rose & Co
23
Shufro Rose & Co
New York
USD 471 k -USD 23.2 k -2,000 -5%
Telemus Capital
24
Telemus Capital
Michigan
USD 425 k – – –
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
USD 377 k – – –
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