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Get Institutions for : 
Pimco Investment Grade Orate B (CORP)  
$94.34 0.00 (0.00%) as of 4:30 Mon 5/13


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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  : 
1.79 (1.93%)  




 
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  
Free Registration Required For Full Results

            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
   LPL FINANCIAL CORP 532 - 2024-03-31 547,710 $52,608,000 153,937
   MORGAN STANLEY 1871 - 2023-12-31 446,052 $43,383,000 103,164
   ALLIANZ ASSET MANAGEMENT AG 328 - 2023-12-31 310,676 $30,216,000 1,099
   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 1232 - 2023-12-31 156,489 $15,220,000 78,336
   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
   Cornerstone Wealth Management LLC 18 - 2024-03-31 118,395 $11,372,000 907
   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
   MML INVESTORS SERVICES LLC 464 - 2023-12-31 77,196 $7,508,000 69,103
   Ausdal Financial Partners Inc. 23 - 2024-03-31 68,059 $6,537,000 1,510
   Equitable Holdings Inc. 215 - 2023-12-31 53,945 $5,247,000 14,311
   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
   Lindenwold Advisors 11 - 2024-03-31 40,059 $3,848,000 3,986
   Change Path LLC 87 - 2023-12-31 38,201 $3,715,000 17,058
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 611 - 2023-12-31 36,918 $3,591,000 15,603
   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
   PAX Financial Group LLC 44 - 2023-12-31 27,682 $2,649,000 17,250
   Private Advisor Group LLC 692 - 2024-03-31 26,791 $2,573,000 358
   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
   BECK CAPITAL MANAGEMENT LLC 58 - 2023-12-31 20,802 $2,023,000 3,711
   EVENSKY & KATZ INC 43 - 2024-03-31 20,104 $1,931,000 8,422
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1694 - 2024-03-31 18,480 $1,775,000 4,171
   DAVIDSON D A & CO 593 - 2023-12-31 15,102 $1,469,000 3,803
   COMMONWEALTH EQUITY SERVICES LLC. 2015 - 2024-03-31 14,203 $1,364,000 6,498
   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
   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. 702 - 2023-12-31 9,446 $919,000 5,515
   Integrated Wealth Concepts LLC 788 - 2023-12-31 8,795 $855,000 5,164
   KICKSTAND VENTURES LLC. 53 - 2023-12-31 7,587 $738,000 4,824
   Element Wealth LLC 54 - 2024-03-31 6,274 $603,000 13
   Atria Wealth Solutions Inc. 1102 - 2023-12-31 6,165 $601,000 2,215
   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
   Arrowroot Family Office LLC 70 - 2023-12-31 4,938 $480,000 38
   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 1805 - 2023-12-31 3,222 $313,000 229
   COMERICA BANK 2147 - 2023-12-31 2,745 $267,000 439
   IFP Advisors Inc 827 - 2023-12-31 2,617 $255,000 601
   Qube Research & Technologies Ltd 2561 - 2023-12-31 1,504 $146,000 915
   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
   NATIONAL BANK OF CANADA /FI/ 1652 - 2023-12-31 424 $41,000 252
   PARKSIDE FINANCIAL BANK & TRUST 945 - 2024-03-31 276 $26,000 3
   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
   ICA Group Wealth Management LLC 1011 - 2023-12-31 55 $5,000 55
   Scarborough Advisors LLC 252 - 2024-03-31 56 $5,000 27
  67 Records found
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