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Get Institutions for : 
Pimco Investment Grade Orate B (CORP)  
$94.56 0.22 (0.24%) as of 4:30 Tue 5/14


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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  : 
2.01 (2.17%)  




 
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
   XML Financial LLC 28 *New 2023-12-31 84,096 $8,179,000 84,096
   JNB Advisors LLC 79 *New 2024-03-31 34,608 $3,324,000 34,608
   Capital Analysts Inc. 205 *New 2023-12-31 13,241 $1,288,000 13,241
   Unique Wealth Strategies LLC 58 *New 2024-03-31 10,127 $973,000 10,127
   COLONY GROUP, LLC 545 *New 2023-12-31 6,122 $595,000 6,122
   STIFEL FINANCIAL CORP 2497 *New 2023-12-31 5,737 $558,000 5,737
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 576 *New 2023-12-31 4,041 $393,000 4,041
   H D Vest Advisory Services 1306 *New 2024-03-31 3,025 $291,000 3,025
   TWO SIGMA SECURITIES LLC 660 *New 2023-12-31 2,874 $280,000 2,874
   OLD MISSION CAPITAL LLC 780 *New 2023-12-31 2,540 $247,000 2,540
   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
   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
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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