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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   XML Financial LLC 16 - 2024-03-31 144,008 $13,832,000 59,912
   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
   J P MORGAN CHASE & CO 2048 - 2024-03-31 105,713 $10,154,000 10,587
   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
   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
   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
   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
   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
   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
   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
   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
   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
   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
   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
   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
   ADVISORY SERVICES NETWORK, LLC 685 - 2024-03-31 10,490 $1,008,000 66
   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
   RENAISSANCE TECHNOLOGIES LLC 2652 - 2024-03-31 8,000 $768,000 8,000
   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
   Arrowroot Family Office LLC 61 - 2024-03-31 7,165 $688,000 2,227
   Element Wealth LLC 54 - 2024-03-31 6,274 $603,000 13
   Coastal Capital Group Inc. 46 - 2023-06-30 5,739 $544,000 11
   COMERICA BANK 1847 - 2024-03-31 5,517 $530,000 2,772
   Clear Creek Financial Management LLC 262 - 2024-03-31 4,764 $458,000 846
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 805 - 2024-03-31 4,299 $413,000 863
   Keystone Wealth Services LLC 148 - 2024-03-31 4,048 $389,000 914
   Kestra Advisory Services LLC 1826 - 2024-03-31 3,967 $381,000 745
   IFP Advisors Inc 827 - 2023-12-31 2,617 $255,000 601
   US BANCORP 2164 - 2024-03-31 1,500 $144,000 200
   PrairieView Partners LLC 154 - 2024-03-31 819 $79,000 84
   Planning Capital Management Corp 164 - 2024-03-31 729 $70,000 144
   FMR LLC 3477 - 2024-03-31 465 $45,000 432
   Steward Partners Investment Advisory LLC 2330 - 2024-03-31 317 $30,000 47
   PARKSIDE FINANCIAL BANK & TRUST 945 - 2024-03-31 276 $26,000 3
   TD CAPITAL MANAGEMENT LLC 239 - 2024-03-31 210 $20,000 146
   PRINCIPAL SECURITIES INC. 1982 - 2024-03-31 211 $20,000 7
   Nelson Van Denburg & Campbell Wealth Management Gr 1628 - 2024-03-31 199 $19,000 76
   Center for Financial Planning Inc. 375 - 2024-03-31 140 $13,000 2
   Scarborough Advisors LLC 252 - 2024-03-31 56 $5,000 27
  70 Records found
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