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Get Institutions for : 
Pimco Investment Grade Orate B (CORP)  
$94.38 0.37 (0.39%) as of 4:30 Thu 5/30


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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  : 
1.83 (1.98%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Tradewinds Capital Management LLC 10 *New 2024-03-31 124,444 $11,953,000 124,444
   HANSON MCCLAIN, INC. 118 *New 2024-03-31 104,000 $9,989,000 104,000
   Peninsula Wealth LLC 14 *New 2024-03-31 88,166 $8,468,000 88,166
   JNB Advisors LLC 79 *New 2024-03-31 34,608 $3,324,000 34,608
   MERCER GLOBAL ADVISORS INC /ADV 611 *New 2024-03-31 602 $2,940,000 602
   JONES FINANCIAL COMPANIES LLLP 189 *New 2024-03-31 22,219 $2,134,000 22,219
   CITADEL ADVISORS LLC 2653 *New 2024-03-31 15,715 $1,509,000 15,715
   Econ Financial Services Corp 34 *New 2024-03-31 15,390 $1,478,000 15,390
   IPG Investment Advisors LLC 60 *New 2024-03-31 13,750 $1,321,000 13,750
   Unique Wealth Strategies LLC 58 *New 2024-03-31 10,127 $973,000 10,127
   Goss Wealth Management LLC 1164 *New 2024-03-31 7,228 $694,000 7,228
   Ameritas Advisory Services LLC 497 *New 2024-03-31 6,380 $607,000 6,380
   H D Vest Advisory Services 1306 *New 2024-03-31 3,025 $291,000 3,025
   Brookstone Capital Management 862 *New 2024-03-31 2,138 $205,000 2,138
   Activest Wealth Management 81 *New 2024-03-31 1,040 $100,000 1,040
   Farther Finance Advisors LLC 1155 *New 2024-03-31 570 $54,000 570
   Future Financial Wealth Managment LLC 291 *New 2024-03-31 400 $38,000 400
   Financial Synergies Wealth Advisors Inc. 291 *New 2024-03-31 27 $3,000 27
   TOWER RESEARCH CAPITAL LLC 6062 *New 2024-03-31 2 $0 2
  19 Records found
  1    
  Page 1 of 1
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