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Get Institutions for : 
Pimco Municipal Income Opportunities Active Etf (MINO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    4
Total shares held : 
 1,767,444  
% of shares held : 
 19.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   23  
Amount of shares held : 
 309,382  
% of shares held change : 
   3.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 171,047
 9.68%
 
Increased Positions :
24
 232,790
 13.17%
 
Unchanged Positions :
4
 18,535
 1.05%
 
Decreased Positions :
5
-58,219
-3.29%
 
Closed Positions :
4
-36,236
-2.05%
 
Guru Positions :
0
 0%
 
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
   CWM LLC 250 - 2024-03-31 286,367 $13,067,000 98,042
   Feltz Wealth PLAN Inc. 15 - 2023-12-31 252,088 $11,450,000 5,685
   WealthPlan Investment Management LLC 20 - 2023-12-31 198,734 $9,027,000 5,310
   ENVESTNET ASSET MANAGEMENT INC 1973 - 2023-12-31 98,076 $4,455,000 47,849
   Advisor Group Holdings Inc. 1270 - 2023-12-31 97,757 $4,441,000 -37,500
   Bridgewealth Advisory Group LLC 15 - 2024-03-31 97,166 $4,434,000 -769
   CarsonAllaria Wealth Management Ltd. 10 - 2023-12-31 94,826 $4,307,000 -8,090
   Paulson Wealth Management Inc. 17 - 2023-12-31 83,071 $3,773,000 7,894
   LPL FINANCIAL CORP 1961 - 2023-12-31 74,015 $3,362,000 12,854
   Private Advisor Group LLC 579 - 2023-12-31 73,325 $3,330,000 42,503
   BCS Wealth Management 22 - 2024-03-31 65,988 $3,011,000 12,632
   Orion Portfolio Solutions LLC 520 - 2023-12-31 55,519 $2,531,000 7,931
   INTL FCSTONE INC. 79 - 2023-12-31 50,830 $2,314,000 5,225
   Chicago Capital LLC 113 *New 2024-03-31 48,228 $2,201,000 48,228
   CLS INVESTMENT FIRM LLC 494 - 2022-12-31 44,626 $1,943,000 -1,892
   Visionary Wealth Advisors 164 - 2023-12-31 40,139 $1,823,000 6,941
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1432 - 2024-03-31 33,512 $1,529,000 16,345
   Goss Wealth Management LLC 770 - 2023-12-31 31,946 $1,447,000 13,740
   Arrowroot Family Office LLC 30 - 2023-12-31 30,540 $1,387,000 147
   Equitable Holdings Inc. 546 *New 2023-12-31 25,131 $1,141,000 25,131
   GPS Wealth Strategies Group LLC 93 - 2023-12-31 23,590 $1,071,000 -4,400
   SFG Wealth Management LLC. 26 - 2024-03-31 23,212 $1,059,000 -9,773
   Hedeker Wealth Management Group LLC 74 *New 2024-03-31 21,958 $1,002,000 21,958
   Landmark Wealth Management LLC 43 - 2024-03-31 20,093 $917,000 298
   H D Vest Advisory Services 739 - 2023-12-31 19,907 $904,000 2,445
   PAX Financial Group LLC 104 - 2023-12-31 18,878 $857,000 14,064
   Summit Investment Advisory Services LLC 30 - 2024-03-31 16,193 $739,000 2,329
   Premier Path Wealth Partners LLC 176 *New 2024-03-31 12,742 $602,000 12,742
   Advisor Resource Council 101 - 2024-03-31 12,413 $564,000 -11,548
   WETZEL INVESTMENT ADVISORS INC. 56 - 2024-03-31 12,000 $540,000 0
   J P MORGAN CHASE & CO 3632 *New 2023-12-31 11,894 $540,000 11,894
   FINANCIAL NETWORK 1825 *New 2023-12-31 11,648 $529,000 11,648
   Emerald Investment Partners LLC - 2023-12-31 11,122 $507,000 2,672
   Strategic Financial Group LLC - 2023-12-31 8,505 $386,000 1,950
   Laurel Wealth Planning LLC 42 *New 2024-03-31 8,374 $382,000 8,374
   Trademark Financial Management LLC 77 - 2023-12-31 6,322 $287,000 0
   Change Path LLC 515 - 2023-12-31 6,239 $283,000 6,239
   High Net Worth Advisory Group LLC 170 *New 2024-03-31 6,022 $275,000 6,022
   PRIVATE CAPITAL MANAGEMENT LLC 157 - 2024-03-31 5,699 $260,000 -1,155
   JANNEY MONTGOMERY SCOTT LLC 2357 - 2023-12-31 5,119 $233,000 155
   IFP Advisors Inc 1437 - 2023-12-31 1,343 $61,000 13
   Tortoise Investment Management LLC 529 - 2023-12-31 310 $14,000 -4,400
   PRINCIPAL SECURITIES INC. 2203 - 2023-12-31 213 $10,000 0
   ALLIANZ ASSET MANAGEMENT AG 1587 - 2023-12-31 199 $9,000 13
   GeoWealth Management LLC 667 - 2023-12-31 38 $2,000 3
   HARBOUR INVESTMENTS INC. 2683 *New 2023-12-31 44 $2,000 44
   FLOW TRADERS U.S. LLC 824 *Closed 2023-12-31 0 $0 -16,749
   JANE STREET GROUP LLC 5499 *Closed 2023-12-31 0 $0 -7,493
   COMMONWEALTH EQUITY SERVICES LLC. 3836 *Closed 2023-12-31 0 $0 -10,869
   PROEQUITIES INC. 5275 - 2023-12-31 0 $0 0
   True Wealth Design LLC 572 *Closed 2023-12-31 0 $0 -1,125
   Sage Mountain Advisors LLC 416 *Closed 2024-03-31 0 $0 -374
  52 Records found
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