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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
   GRADIENT INVESTMENTS LLC 1058 *Closed 2024-03-31 0 $0 -325
   RENAISSANCE TECHNOLOGIES LLC 3729 *Closed 2023-12-31 0 $0 -5,100
   SIGNATUREFD, LLC 3042 *Closed 2024-03-31 0 $0 -78
   FINANCIAL ENGINES ADVISORS L.L.C. 318 *Closed 2023-12-31 0 $0 -3,894
   Kalos Management Inc. 275 *Closed 2023-06-30 0 $0 -68
   BNP PARIBAS ARBITRAGE SA 3125 *Closed 2024-03-31 0 $0 -8,854
   Invst LLC 217 *Closed 2023-12-31 0 $0 -56,817
   EverSource Wealth Advisors LLC 2695 *Closed 2023-12-31 0 $0 -102
   MODERA WEALTH MANAGEMENT, LLC 602 *Closed 2023-12-31 0 $0 -18,380
   CREATIVE PLANNING 2994 *Closed 2023-12-31 0 $0 -1,562
   Quadrant Private Wealth Management LLC 255 *Closed 2023-12-31 0 $0 -2,779
   Capital Planning LLC 84 *Closed 2024-03-31 0 $0 -3,063
   BANK OF NOVA SCOTIA / 1013 *Closed 2023-12-31 0 $0 -185,655
   WEALTHSOURCE PARTNERS LLC 518 *Closed 2023-12-31 0 $0 -5,388
   VALICENTI ADVISORY SERVICES INC 91 *Closed 2024-03-31 0 $0 -8,467
   BESSEMER GROUP INC 2316 *Closed 2023-12-31 0 $0 -19
  16 Records found
  1    
  Page 1 of 1
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