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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   P-Solve LLC 5 - 2024-03-31 145,368 $13,963,000 0
   FIRST NATIONAL CORP /MA/ /ADV 59 - 2024-03-31 15,259 $1,484,000 0
   Financial Gravity Wealth Inc. 181 - 2023-12-31 28,304 $1,428,000 0
   Allianz Investment Management U.S. LLC 29 - 2023-12-31 9,000 $874,000 0
   Rocky Mountain Advisers LLC 74 - 2024-03-31 1,400 $134,000 0
   Global Retirement Partners LLC 983 - 2024-03-31 1,270 $122,000 0
   Northwest Capital Management Inc 209 - 2024-03-31 650 $62,000 0
   PRIVATE TRUST CO NA 1160 - 2024-03-31 451 $43,000 0
   Aspire Private Capital LLC 254 - 2024-03-31 406 $39,000 0
   Householder Group Estate & Retirement Specialist L 582 - 2024-03-31 300 $29,000 0
   Front Row Advisors LLC 225 - 2023-12-31 275 $27,000 0
   Emerald Investment Partners LLC 384 - 2024-03-31 246 $24,000 0
   RE Dickinson Investment Advisors LLC 152 - 2024-03-31 111 $11,000 0
   TD CAPITAL MANAGEMENT LLC 312 - 2024-03-31 64 $6,000 0
   GPS Wealth Strategies Group LLC 997 - 2024-03-31 50 $5,000 0
   Sunbelt Securities Inc. 1361 - 2024-03-31 50 $5,000 0
   Geneos Wealth Management Inc. 1778 - 2024-03-31 41 $4,000 0
   Sutton Wealth Advisors Inc. 717 - 2023-09-30 17 $2,000 0
   Aptus Capital Advisors LLC 877 - 2023-12-31 15 $1,000 0
   ATTICUS WEALTH MANAGEMENT LLC 520 - 2024-03-31 0 $0 0
   Tortoise Investment Management LLC 864 - 2024-03-31 0 $0 0

  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results