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Get Institutions for : 
Pimco Investment Grade Orate B (CORP)  
$94.01 0.41 (0.43%) as of 4:30 Wed 5/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 145    7
Total shares held : 
 7,698,438  
% of shares held : 
 85.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 847,644  
% of shares held change : 
   9.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $90.14  
Last Quarter's Ending Price : 
 $97.26  
Last Quarter's Average Price : 
 $92.55  
Change from last quarter's     
avg. price to the last closing  : 
1.46 (1.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 353,137
 4.59%
 
Increased Positions :
60
 1,156,051
 15.02%
 
Unchanged Positions :
31
 229,826
 2.99%
 
Decreased Positions :
40
-336,029
-4.36%
 
Closed Positions :
21
-325,515
-4.23%
 
Guru Positions :
1
4,299
 0.06%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 756 - 2024-03-31 1,445,627 $138,852,000 -400,127
   CWM LLC 37 - 2024-03-31 1,006,535 $96,678,000 373,024
   MORGAN STANLEY 1692 - 2024-03-31 555,528 $53,359,000 109,476
   LPL FINANCIAL CORP 532 - 2024-03-31 547,710 $52,608,000 153,937
   Migdal Insurance & Financial Holdings Ltd. 47 - 2024-03-31 302,206 $29,027,000 70,395
   ALLIANZ ASSET MANAGEMENT AG 359 - 2024-03-31 292,751 $28,119,000 -17,925
   RAM Investment Partners LLC 6 - 2024-03-31 208,990 $20,073,000 16,787
   Resources Investment Advisors Inc. 73 - 2024-03-31 198,222 $19,039,000 35,127
   Mokosak Advisory Group LLC 8 - 2024-03-31 191,128 $18,359,000 14,176
   UBS Group AG 1307 - 2024-03-31 170,548 $16,381,000 14,059
   ROYAL BANK OF CANADA 1260 - 2024-03-31 156,798 $15,060,000 32,000
   Clear Rock Advisors LLC 5 - 2023-12-31 153,428 $14,668,000 0
   P-Solve LLC 5 - 2024-03-31 145,368 $13,963,000 0
   XML Financial LLC 16 - 2024-03-31 144,008 $13,832,000 59,912
   Tradewinds Capital Management LLC 10 *New 2024-03-31 124,444 $11,953,000 124,444
   Advisor Group Holdings Inc. 609 - 2024-03-31 121,632 $11,692,000 -43,024
   Cornerstone Wealth Management LLC 18 - 2024-03-31 118,395 $11,372,000 907
   BANK OF NOVA SCOTIA / 373 - 2024-03-31 116,043 $11,150,000 116,043
   WELLS FARGO & CO/MN 1486 - 2024-03-31 112,245 $10,781,000 -4,166
   J P MORGAN CHASE & CO 2048 - 2024-03-31 105,713 $10,154,000 10,587
   HANSON MCCLAIN, INC. 118 *New 2024-03-31 104,000 $9,989,000 104,000
   McAdam LLC 24 - 2024-03-31 103,592 $9,950,000 5,289
   Towercrest Capital Management 25 - 2024-03-31 88,367 $8,488,000 525
   Peninsula Wealth LLC 14 *New 2024-03-31 88,166 $8,468,000 88,166
   Alliance Wealth Management Group 14 - 2024-03-31 88,166 $8,468,000 388
   ENVESTNET ASSET MANAGEMENT INC 1677 - 2024-03-31 81,720 $7,849,000 3,295
   MML INVESTORS SERVICES LLC 494 - 2024-03-31 78,494 $7,539,000 1,298
   Change Path LLC 72 - 2024-03-31 77,110 $7,406,000 38,909
   JANE STREET GROUP LLC 997 - 2024-03-31 76,203 $7,319,000 -63,203
   Sequoia Financial Advisors LLC 164 - 2024-03-31 73,961 $7,104,000 -1,332
   AMERIPRISE FINANCIAL INC 2037 - 2024-03-31 72,614 $7,032,000 22,268
   Ausdal Financial Partners Inc. 23 - 2024-03-31 68,059 $6,537,000 1,510
   Capital Financial Planning LLC 12 - 2023-09-30 69,479 $6,331,000 -2,926
   CAPE COD FIVE CENTS SAVINGS BANK 43 - 2024-03-31 63,733 $6,122,000 -2,707
   HPM Partners LLC 609 - 2024-03-31 59,887 $5,752,000 3,369
   Fortis Capital Management LLC 13 - 2024-03-31 53,808 $5,168,000 6,605
   MinichMacGregor Wealth Management LLC 38 - 2024-03-31 50,874 $4,838,000 12,274
   Gallacher Capital Management LLC 7 - 2024-03-31 45,824 $4,401,000 -2,769
   Cetera Investment Advisers 1053 - 2024-03-31 45,549 $4,375,000 42,747
   GeoWealth Management LLC 111 - 2024-03-31 41,192 $3,957,000 7,681
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 613 - 2024-03-31 40,505 $3,890,000 3,587
   Lindenwold Advisors 11 - 2024-03-31 40,059 $3,848,000 3,986
   Perfromance Wealth Partners LLC 38 - 2024-03-31 39,539 $3,798,000 -4,190
   MYECFO LLC 11 - 2024-03-31 36,279 $3,485,000 6,573
   PAX Financial Group LLC 36 - 2024-03-31 35,843 $3,443,000 8,161
   GRT CAPITAL PARTNERS LLC 13 - 2024-03-31 35,257 $3,386,000 -2,694
   JNB Advisors LLC 79 *New 2024-03-31 34,608 $3,324,000 34,608
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1346 - 2024-03-31 32,054 $3,079,000 -37,995
   MERCER GLOBAL ADVISORS INC /ADV 611 *New 2024-03-31 602 $2,940,000 602
   ISLAY CAPITAL MANAGEMENT LLC 11 - 2024-03-31 29,060 $2,791,000 -142
   Financial Futures Ltd Liability Co. 21 - 2024-03-31 27,670 $2,658,000 -49,700
   Equitable Holdings Inc. 371 - 2024-03-31 27,389 $2,631,000 -26,556
   Private Advisor Group LLC 692 - 2024-03-31 26,791 $2,573,000 358
   Baird Financial Group Inc. 881 - 2024-03-31 26,006 $2,498,000 107
   MULTIFINANCIAL SECURITIES CORP 748 - 2024-03-31 24,421 $2,346,000 -876
   BB&T CORP 1192 - 2024-03-31 24,409 $2,344,000 1,261
   Lido Advisors LLC 373 - 2024-03-31 22,539 $2,165,000 8,628
   JONES FINANCIAL COMPANIES LLLP 189 *New 2024-03-31 22,219 $2,134,000 22,219
   Great Waters Wealth Management 26 - 2024-03-31 20,499 $1,969,000 -356
   Ambassador Advisors LLC 70 - 2024-03-31 20,457 $1,965,000 1,742
   EVENSKY & KATZ INC 43 - 2024-03-31 20,104 $1,931,000 8,422
   BECK CAPITAL MANAGEMENT LLC 67 - 2024-03-31 19,401 $1,863,000 -1,401
   FINANCIAL NETWORK 1067 - 2024-03-31 19,069 $1,832,000 11,551
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1694 - 2024-03-31 18,480 $1,775,000 4,171
   Financial Freedom LLC 25 - 2024-03-31 17,629 $1,693,000 -149
   HIGHTOWER ADVISORS, LLC 1516 - 2024-03-31 16,568 $1,593,000 -927
   CITADEL ADVISORS LLC 2653 *New 2024-03-31 15,715 $1,509,000 15,715
   FIRST NATIONAL CORP /MA/ /ADV 59 - 2024-03-31 15,259 $1,484,000 0
   Econ Financial Services Corp 34 *New 2024-03-31 15,390 $1,478,000 15,390
   Capital Analysts Inc. 203 - 2024-03-31 14,844 $1,426,000 1,603
   COMMONWEALTH EQUITY SERVICES LLC. 2015 - 2024-03-31 14,203 $1,364,000 6,498
   TSFG LLC 53 - 2024-03-31 14,027 $1,347,000 13,101
   IPG Investment Advisors LLC 60 *New 2024-03-31 13,750 $1,321,000 13,750
   Kingsview Wealth Management LLC 439 - 2024-03-31 13,110 $1,259,000 -39
   Sargent Bickham Lagudis LLC 119 - 2022-12-31 13,264 $1,234,000 8,030
   RAYMOND JAMES & ASSOCIATES 2454 - 2024-03-31 12,713 $1,221,000 714
   MADDEN ADVISORY SERVICES, INC. 37 - 2024-03-31 12,570 $1,207,000 368
   PFG Advisors 254 - 2024-03-31 12,251 $1,177,000 -278
   ADVISORY SERVICES NETWORK, LLC 685 - 2024-03-31 10,490 $1,008,000 66
   Unique Wealth Strategies LLC 58 *New 2024-03-31 10,127 $973,000 10,127
   CIBC WORLD MARKETS INC. 758 - 2024-03-31 9,757 $937,000 311
   STIFEL FINANCIAL CORP 2270 - 2024-03-31 9,001 $865,000 3,264
   Allianz Investment Management U.S. LLC 29 - 2024-03-31 9,000 $864,000 0
   BNP PARIBAS 181 - 2024-03-31 8,903 $855,000 0
   Integrated Wealth Concepts LLC 827 - 2024-03-31 8,760 $841,000 -35
   RENAISSANCE TECHNOLOGIES LLC 2652 - 2024-03-31 8,000 $768,000 8,000
   KICKSTAND VENTURES LLC. 55 - 2024-03-31 7,551 $725,000 -36
   Tidemark LLC 52 - 2024-03-31 7,372 $708,000 6,504
   Atria Wealth Solutions Inc. 1075 - 2024-03-31 7,268 $698,000 1,103
   Altus Wealth Group LLC 65 - 2024-03-31 7,225 $694,000 -9,592
   Goss Wealth Management LLC 1164 *New 2024-03-31 7,228 $694,000 7,228
   Arrowroot Family Office LLC 61 - 2024-03-31 7,165 $688,000 2,227
   Ameritas Advisory Services LLC 497 *New 2024-03-31 6,380 $607,000 6,380
   Strategic Blueprint LLC 341 - 2024-03-31 6,300 $605,000 -295
   Element Wealth LLC 54 - 2024-03-31 6,274 $603,000 13
   Barden Capital Management Inc. 57 - 2024-03-31 6,168 $592,000 -519
   COLONY GROUP, LLC 695 - 2024-03-31 6,108 $587,000 -14
   COLONY GROUP LLC 531 - 2023-09-30 6,121 $558,000 -169
   Coastal Capital Group Inc. 46 - 2023-06-30 5,739 $544,000 11
   PROEQUITIES INC. 427 - 2024-03-31 5,603 $538,000 -362
  100 Records found
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