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Get Institutions for : 
Pimco Municipal Income Opportunities Active Etf (MINO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    4
Total shares held : 
1,767,444  
% of shares held : 
19.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  23  
Amount of shares held : 
309,382  
% of shares held change : 
  3.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 171,047
 9.68%
 
Increased Positions :
24
 232,790
 13.17%
 
Unchanged Positions :
4
 18,535
 1.05%
 
Decreased Positions :
5
-58,219
-3.29%
 
Closed Positions :
4
-36,236
-2.05%
 
Guru Positions :
0
 0%
 
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
   Clarity Asset Management Inc. 11 *New 2024-03-31 102,515 $4,678,000 102,515
   Econ Financial Services Corp 19 *New 2024-03-31 55,766 $2,545,000 55,766
   Chicago Capital LLC 113 *New 2024-03-31 48,228 $2,201,000 48,228
   Hedeker Wealth Management Group LLC 74 *New 2024-03-31 21,958 $1,002,000 21,958
   Crown Wealth Group LLC 39 *New 2024-03-31 15,212 $694,000 15,212
   Lokken Investment Group LLC 74 *New 2024-03-31 14,067 $642,000 14,067
   Premier Path Wealth Partners LLC 176 *New 2024-03-31 12,742 $602,000 12,742
   Cetera Investment Advisers 2563 *New 2024-03-31 11,189 $511,000 11,189
   WARREN AVERETT ASSET MANAGEMENT, LLC 503 *New 2024-03-31 9,808 $448,000 9,808
   Laurel Wealth Planning LLC 42 *New 2024-03-31 8,374 $382,000 8,374
   High Net Worth Advisory Group LLC 170 *New 2024-03-31 6,022 $275,000 6,022
   Kestra Advisory Services LLC 2176 *New 2024-03-31 4,952 $226,000 4,952
   Financial Futures Ltd Liability Co. 45 *New 2024-03-31 4,509 $206,000 4,509
   Bordeaux Wealth Advisors LLC 112 *New 2024-03-31 4,465 $204,000 4,465
   Clear Point Advisors Inc. 114 *New 2024-03-31 2,861 $161,000 2,861
   HARBOUR INVESTMENTS INC. 2683 *New 2023-12-31 44 $2,000 44
   MORGAN STANLEY 7603 *New 2024-03-31 1 $0 1

  17 Records found
  1    
  Page 1 of 1
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