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Get Institutions for : 
Pimco Investment Grade Orate B (CORP)  
$93.52 0.22 (0.24%) as of 4:30 Fri 4/26


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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  : 
0.97 (1.05%)  




 
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
3,436
 0.04%
 
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
   BANK OF AMERICA CORP /DE/ 594 - 2023-12-31 1,845,754 $179,518,000 119,368
   CWM LLC 37 - 2024-03-31 1,006,535 $96,678,000 373,024
   MORGAN STANLEY 1871 - 2023-12-31 446,052 $43,383,000 103,164
   LPL FINANCIAL CORP 585 - 2023-12-31 393,773 $38,298,000 113,903
   ALLIANZ ASSET MANAGEMENT AG 328 - 2023-12-31 310,676 $30,216,000 1,099
   Migdal Insurance & Financial Holdings Ltd. 51 - 2023-12-31 231,811 $22,627,000 50,504
   RAM Investment Partners LLC 6 - 2023-12-31 192,203 $18,694,000 39,074
   Mokosak Advisory Group LLC 8 - 2023-12-31 176,952 $17,209,000 5,778
   Advisor Group Holdings Inc. 564 - 2023-12-31 164,656 $16,026,000 71,640
   Resources Investment Advisors Inc. 80 - 2023-12-31 163,095 $15,863,000 45,635
   UBS Group AG 1232 - 2023-12-31 156,489 $15,220,000 78,336
   Clear Rock Advisors LLC 5 - 2023-12-31 153,428 $14,668,000 0
   P-Solve LLC 5 *New 2023-12-31 145,368 $14,138,000 145,368
   JANE STREET GROUP LLC 747 - 2023-12-31 139,406 $13,559,000 44,313
   ROYAL BANK OF CANADA 1347 - 2023-12-31 124,798 $12,138,000 5,298
   Tradewinds Capital Management LLC 10 *New 2024-03-31 124,444 $11,953,000 124,444
   Cornerstone Wealth Management LLC 18 - 2024-03-31 118,395 $11,372,000 907
   WELLS FARGO & CO/MN 1412 - 2023-12-31 116,411 $11,322,000 45,937
   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
   J P MORGAN CHASE & CO 2086 - 2023-12-31 95,126 $9,252,000 -3,309
   Towercrest Capital Management 25 - 2023-12-31 87,842 $8,544,000 -2,987
   Alliance Wealth Management Group 14 - 2023-12-31 87,778 $8,537,000 739
   XML Financial LLC 28 *New 2023-12-31 84,096 $8,179,000 84,096
   ENVESTNET ASSET MANAGEMENT INC 1605 - 2023-12-31 78,425 $7,628,000 -764
   Financial Futures Ltd Liability Co. - 2023-12-31 77,370 $7,525,000 16,078
   MML INVESTORS SERVICES LLC 464 - 2023-12-31 77,196 $7,508,000 69,103
   Sequoia Financial Advisors LLC - 2023-12-31 75,293 $7,323,000 -2,521
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 925 *New 2023-12-31 70,049 $6,813,000 70,049
   Ausdal Financial Partners Inc. 23 - 2024-03-31 68,059 $6,537,000 1,510
   CAPE COD FIVE CENTS SAVINGS BANK 39 - 2023-12-31 66,440 $6,462,000 -69,374
   Capital Financial Planning LLC 12 - 2023-09-30 69,479 $6,331,000 -2,926
   HPM Partners LLC - 2023-12-31 56,518 $5,497,000 -1,646
   Equitable Holdings Inc. 215 - 2023-12-31 53,945 $5,247,000 14,311
   AMERIPRISE FINANCIAL INC 2293 - 2023-12-31 50,346 $4,897,000 -15,130
   MinichMacGregor Wealth Management LLC 38 - 2024-03-31 50,874 $4,838,000 12,274
   Gallacher Capital Management LLC 5 - 2023-12-31 48,593 $4,726,000 -1,316
   Fortis Capital Management LLC 15 - 2023-12-31 47,203 $4,591,000 2,628
   Perfromance Wealth Partners LLC - 2023-12-31 43,729 $4,253,000 -4,452
   Change Path LLC 87 - 2023-12-31 38,201 $3,715,000 17,058
   GRT CAPITAL PARTNERS LLC 11 - 2023-12-31 37,951 $3,691,000 -4,196
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 611 - 2023-12-31 36,918 $3,591,000 15,603
   Lindenwold Advisors 13 - 2023-12-31 36,073 $3,508,000 917
   MYECFO LLC 11 - 2024-03-31 36,279 $3,485,000 6,573
   GeoWealth Management LLC 82 - 2023-12-31 33,511 $3,259,000 1,777
   ISLAY CAPITAL MANAGEMENT LLC 10 - 2023-12-31 29,202 $2,840,000 -13,760
   PAX Financial Group LLC 44 - 2023-12-31 27,682 $2,649,000 17,250
   Private Advisor Group LLC 662 - 2023-12-31 26,433 $2,571,000 2,706
   Baird Financial Group Inc. 868 - 2023-12-31 25,899 $2,519,000 1,465
   MULTIFINANCIAL SECURITIES CORP 439 - 2023-12-31 25,297 $2,460,000 1,747
   BB&T CORP 1182 - 2023-12-31 23,148 $2,251,000 -2,644
   BECK CAPITAL MANAGEMENT LLC 58 - 2023-12-31 20,802 $2,023,000 3,711
   Great Waters Wealth Management 26 - 2024-03-31 20,499 $1,969,000 -356
   EVENSKY & KATZ INC 43 - 2024-03-31 20,104 $1,931,000 8,422
   Ambassador Advisors LLC 63 - 2023-12-31 18,715 $1,795,000 -1,797
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1694 - 2024-03-31 18,480 $1,775,000 4,171
   HIGHTOWER ADVISORS, LLC 1495 - 2023-12-31 17,495 $1,703,000 -286
   Financial Freedom LLC 25 - 2024-03-31 17,629 $1,693,000 -149
   Altus Wealth Group LLC 22 - 2023-12-31 16,817 $1,636,000 0
   FIRST NATIONAL CORP /MA/ /ADV 59 - 2024-03-31 15,259 $1,484,000 0
   DAVIDSON D A & CO 593 - 2023-12-31 15,102 $1,469,000 3,803
   Financial Gravity Wealth Inc. 181 - 2023-12-31 28,304 $1,428,000 0
   Lido Advisors LLC 456 - 2023-12-31 13,911 $1,358,000 3,418
   TSFG LLC 53 - 2024-03-31 14,027 $1,347,000 13,101
   Capital Analysts Inc. 205 *New 2023-12-31 13,241 $1,288,000 13,241
   Kingsview Wealth Management LLC 396 - 2023-12-31 13,149 $1,279,000 103
   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
   PFG Advisors 234 - 2023-12-31 12,529 $1,219,000 1,052
   MADDEN ADVISORY SERVICES, INC. 35 - 2023-12-31 12,202 $1,187,000 1,671
   ADVISORY SERVICES NETWORK, LLC 627 - 2023-12-31 10,424 $1,014,000 167
   Unique Wealth Strategies LLC 58 *New 2024-03-31 10,127 $973,000 10,127
   CIBC WORLD MARKETS INC. 702 - 2023-12-31 9,446 $919,000 5,515
   Allianz Investment Management U.S. LLC 29 - 2023-12-31 9,000 $874,000 0
   BNP PARIBAS ARBITRAGE SA 1746 *New 2023-12-31 8,854 $861,000 8,854
   Integrated Wealth Concepts LLC 788 - 2023-12-31 8,795 $855,000 5,164
   COMMONWEALTH EQUITY SERVICES LLC. 2335 - 2023-12-31 7,705 $749,000 -1,242
   KICKSTAND VENTURES LLC. 53 - 2023-12-31 7,587 $738,000 4,824
   FINANCIAL NETWORK 1588 - 2023-12-31 7,518 $731,000 -591
   Element Wealth LLC 46 *New 2023-12-31 6,261 $609,000 6,261
   Barden Capital Management Inc. 58 - 2023-12-31 6,687 $609,000 0
   Strategic Blueprint LLC 341 - 2024-03-31 6,300 $605,000 -295
   Atria Wealth Solutions Inc. 1102 - 2023-12-31 6,165 $601,000 2,215
   COLONY GROUP, LLC 545 *New 2023-12-31 6,122 $595,000 6,122
   PROEQUITIES INC. 404 - 2023-12-31 5,965 $582,000 0
   COLONY GROUP LLC 531 - 2023-09-30 6,121 $558,000 -169
   STIFEL FINANCIAL CORP 2497 *New 2023-12-31 5,737 $558,000 5,737
   Vertex Planning Partners LLC 71 - 2023-12-31 5,721 $556,000 278
   Coastal Capital Group Inc. 46 - 2023-06-30 5,739 $544,000 11
   BANK OF MONTREAL /CAN/ 1980 - 2023-12-31 5,480 $536,000 -62,718
   Glass Jacobson Investment Advisors llc 128 - 2024-03-31 5,104 $490,000 -120
   Arrowroot Family Office LLC 70 - 2023-12-31 4,938 $480,000 38
   TD Waterhouse Canada Inc. 538 - 2023-12-31 4,899 $471,000 892
   Clear Creek Financial Management LLC 262 - 2024-03-31 4,764 $458,000 846
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2402 - 2024-03-31 4,426 $425,000 -12,518
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 576 *New 2023-12-31 4,041 $393,000 4,041
   Triumph Capital Management 137 - 2024-03-31 4,084 $390,000 -14
   Keystone Wealth Services LLC 148 - 2024-03-31 4,048 $389,000 914
   SILVER OAK SECURITIES Inc 324 - 2023-12-31 3,993 $388,000 1,616
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 845 - 2023-12-31 3,436 $334,000 -6,656
  100 Records found
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