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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
   Advisor Group Holdings Inc. 609 - 2024-03-31 121,632 $11,692,000 -43,024
   WELLS FARGO & CO/MN 1486 - 2024-03-31 112,245 $10,781,000 -4,166
   ENVESTNET ASSET MANAGEMENT INC 1605 - 2023-12-31 78,425 $7,628,000 -764
   Sequoia Financial Advisors LLC 164 - 2024-03-31 73,961 $7,104,000 -1,332
   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
   AMERIPRISE FINANCIAL INC 2293 - 2023-12-31 50,346 $4,897,000 -15,130
   Gallacher Capital Management LLC 7 - 2024-03-31 45,824 $4,401,000 -2,769
   Perfromance Wealth Partners LLC 38 - 2024-03-31 39,539 $3,798,000 -4,190
   GRT CAPITAL PARTNERS LLC 11 - 2023-12-31 37,951 $3,691,000 -4,196
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1346 - 2024-03-31 32,054 $3,079,000 -37,995
   ISLAY CAPITAL MANAGEMENT LLC 10 - 2023-12-31 29,202 $2,840,000 -13,760
   Financial Futures Ltd Liability Co. 21 - 2024-03-31 27,670 $2,658,000 -49,700
   BB&T CORP 1182 - 2023-12-31 23,148 $2,251,000 -2,644
   Great Waters Wealth Management 26 - 2024-03-31 20,499 $1,969,000 -356
   Ambassador Advisors LLC 63 - 2023-12-31 18,715 $1,795,000 -1,797
   Financial Freedom LLC 25 - 2024-03-31 17,629 $1,693,000 -149
   HIGHTOWER ADVISORS, LLC 1516 - 2024-03-31 16,568 $1,593,000 -927
   Kingsview Wealth Management LLC 439 - 2024-03-31 13,110 $1,259,000 -39
   PFG Advisors 254 - 2024-03-31 12,251 $1,177,000 -278
   FINANCIAL NETWORK 1588 - 2023-12-31 7,518 $731,000 -591
   Altus Wealth Group LLC 65 - 2024-03-31 7,225 $694,000 -9,592
   Strategic Blueprint LLC 341 - 2024-03-31 6,300 $605,000 -295
   Barden Capital Management Inc. 57 - 2024-03-31 6,168 $592,000 -519
   COLONY GROUP LLC 531 - 2023-09-30 6,121 $558,000 -169
   PROEQUITIES INC. 427 - 2024-03-31 5,603 $538,000 -362
   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
   TD Waterhouse Canada Inc. 631 - 2024-03-31 4,594 $436,000 -305
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2402 - 2024-03-31 4,426 $425,000 -12,518
   Triumph Capital Management 137 - 2024-03-31 4,084 $390,000 -14
   KWB Wealth 103 - 2024-03-31 3,353 $322,000 -893
   Wealth Management Solutions LLC 66 - 2023-09-30 3,053 $278,000 -195
   BCS Wealth Management 192 - 2024-03-31 2,864 $275,000 -40
   Cetera Investment Advisers 1823 - 2023-12-31 2,802 $273,000 -82
   SevenOneSeven Capital Management 2 - 2023-12-31 2,634 $253,000 -27,604
   Detalus Advisors LLC 127 - 2024-03-31 2,585 $248,000 -143
   Oxinas Partners Wealth Management LLC 111 - 2024-03-31 2,447 $235,000 -49
   DAVENPORT & CO LLC 993 - 2024-03-31 2,447 $235,000 -486
   SILVER OAK SECURITIES Inc 350 - 2024-03-31 2,377 $228,000 -1,616
   Fortitude Advisory Group L.L.C. 171 - 2024-03-31 2,307 $222,000 -11
   HARBOUR INVESTMENTS INC. 910 - 2023-12-31 1,793 $174,000 -216
   BANGOR SAVINGS BANK 298 - 2024-03-31 472 $45,000 -30
   Steward Partners Investment Advisory LLC 2272 - 2023-12-31 270 $26,000 -69,464
   Spire Wealth Management 1501 - 2024-03-31 223 $21,000 -8
   CITIGROUP INC 4107 - 2024-03-31 194 $19,000 -237
   Guardian Wealth Management Inc. 156 - 2023-12-31 128 $12,000 -10
   Rockbridge Investment Management LCC 415 - 2023-12-31 80 $8,000 -6,677
   FMR LLC 4412 - 2023-12-31 33 $3,000 -17
   BLAIR WILLIAM & CO/IL 1758 - 2024-03-31 16 $2,000 -287
  51 Records found
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