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Get Institutions for : 
PIMCO Intermediate Municipal Bond Active ETF (MUNI)  
$51.94 0.01 (0.02%) as of 4:30 Mon 4/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 246    16
Total shares held : 
 20,521,410  
% of shares held : 
 22.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 4,887,257  
% of shares held change : 
   5.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.76  
Last Quarter's Ending Price : 
 $52.80  
Last Quarter's Average Price : 
 $50.90  
Change from last quarter's     
avg. price to the last closing  : 
1.04 (2.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 1,035,314
 5.05%
 
Increased Positions :
110
 4,739,465
 23.1%
 
Unchanged Positions :
38
 1,552,807
 7.57%
 
Decreased Positions :
63
-670,668
-3.27%
 
Closed Positions :
19
-216,854
-1.06%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1305 - 2023-12-31 1,535,790 $81,090,000 561,334
   CWM LLC 54 - 2024-03-31 1,336,560 $70,129,000 108,604
   LPL FINANCIAL CORP 412 - 2023-12-31 1,246,906 $65,837,000 151,274
   BANK OF AMERICA CORP /DE/ 1065 - 2023-12-31 1,123,817 $59,338,000 216,281
   WELLS FARGO & CO/MN 694 - 2023-12-31 918,569 $48,500,000 259,668
   Towneley Capital Management Inc / DE 2 - 2023-12-31 898,942 $47,464,000 0
   BAILARD BIEHL & KAISER INC 14 - 2023-12-31 831,039 $43,879,000 806,344
   J P MORGAN CHASE & CO 1241 - 2023-12-31 700,596 $36,991,000 325,366
   UBS Group AG 813 - 2023-12-31 691,874 $36,531,000 260,902
   WCG Wealth Advisors LLC 7 - 2023-12-31 530,934 $28,033,000 -98,367
   Advisor Group Holdings Inc. 370 - 2023-12-31 527,640 $27,862,000 -1,915
   ENVESTNET ASSET MANAGEMENT INC 878 - 2023-12-31 508,907 $26,870,000 248,776
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 24 - 2023-12-31 415,728 $21,950,000 76,310
   MBL Wealth LLC 11 - 2023-12-31 369,627 $19,516,000 18,272
   HIGHTOWER ADVISORS, LLC 509 - 2023-12-31 331,988 $17,530,000 -32,912
   GOELZER INVESTMENT MANAGEMENT, INC. 13 - 2023-12-31 287,499 $15,180,000 268,490
   FINANCIAL NETWORK 255 - 2023-12-31 275,909 $14,568,000 59,527
   SAND HILL ADVISORS INC/CA 29 - 2023-12-31 259,617 $13,708,000 242,119
   MCKINLEY CARTER WEALTH SERVICES, INC. 20 - 2023-12-31 254,982 $13,463,000 42,793
   THRIVENT FINANCIAL FOR LUTHERANS 525 - 2023-12-31 249,870 $13,193,000 -17,985
   Gratus Capital LLC 48 *New 2023-12-31 242,501 $12,804,000 242,501
   Quotient Wealth Partners LLC 32 - 2023-12-31 232,399 $12,271,000 0
   RENAISSANCE TECHNOLOGIES LLC 870 - 2023-12-31 221,971 $11,720,000 221,971
   CLS INVESTMENT FIRM LLC 109 - 2022-12-31 195,022 $10,020,000 9,061
   Orion Portfolio Solutions LLC 178 - 2023-12-31 185,715 $9,803,000 -22,583
   Fermata Advisors LLC 13 - 2024-03-31 163,197 $8,563,000 -7,108
   XML Financial LLC 30 - 2023-12-31 152,648 $8,060,000 12,132
   Wealth Alliance Advisory Group LLC 12 - 2023-12-31 149,879 $7,914,000 -698
   RAYMOND JAMES & ASSOCIATES 1291 - 2023-12-31 138,077 $7,290,000 22,483
   Capital Analysts Inc. 66 - 2023-12-31 135,355 $7,147,000 4,024
   Arden Trust Co 29 - 2024-03-31 132,352 $6,945,000 6,987
   STIFEL FINANCIAL CORP 967 - 2023-12-31 122,635 $6,475,000 -44,887
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 577 - 2023-12-31 121,366 $6,408,000 19,743
   Vantage Financial Partners Ltd. Inc. 21 *New 2023-12-31 117,453 $6,202,000 117,453
   ROYAL BANK OF CANADA 1759 - 2023-12-31 116,008 $6,126,000 10,129
   COMMONWEALTH EQUITY SERVICES LLC. 974 - 2023-12-31 115,520 $6,099,000 10,429
   HANSON MCCLAIN, INC. - 2023-12-31 115,043 $6,074,000 13,288
   Clear Rock Advisors LLC 7 - 2023-12-31 104,312 $5,467,000 0
   Financial Synergies Wealth Advisors Inc. 20 - 2024-03-31 103,456 $5,428,000 21,191
   BKD WEALTH ADVISORS LLC 81 - 2023-12-31 101,838 $5,377,000 33,401
   Goodwin Investment Advisory 8 - 2023-12-31 97,262 $5,135,000 79,401
   HPM Partners LLC - 2023-12-31 95,157 $5,039,000 11,214
   Steel Peak Wealth Management LLC *New 2023-12-31 94,090 $4,982,000 94,090
   STEPHENSON NATIONAL BANK & TRUST 13 - 2024-03-31 94,056 $4,935,000 2,437
   Equita Financial Network Inc. 16 - 2023-12-31 92,938 $4,907,000 34,184
   BCS Wealth Management 16 - 2024-03-31 90,160 $4,731,000 16,831
   INTL FCSTONE INC. 39 - 2023-12-31 81,928 $4,332,000 5,356
   Kelman-Lazarov Inc. 23 - 2023-12-31 81,243 $4,290,000 52,947
   Rehmann Capital Advisory Group 52 - 2023-12-31 81,165 $4,286,000 12,203
   Visionary Wealth Advisors 89 - 2023-12-31 81,074 $4,281,000 8,390
   Beta Wealth Group Inc. 14 - 2023-12-31 79,800 $4,213,000 20,765
   CarsonAllaria Wealth Management Ltd. 11 - 2023-12-31 77,684 $4,102,000 4,217
   Baird Financial Group Inc. 720 *New 2023-12-31 76,345 $4,031,000 76,345
   Opal Wealth Advisors LLC 15 - 2024-03-31 76,057 $3,991,000 -101
   OPTIMUM INVESTMENT ADVISORS 8 - 2024-03-31 75,223 $3,947,000 0
   First International Bank & Trust 12 - 2023-12-31 72,478 $3,827,000 -6,128
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1211 - 2023-12-31 72,411 $3,823,000 9,373
   Biltmore Wealth Management LLC - 2023-12-31 72,013 $3,802,000 -218,204
   CONDOR CAPITAL MANAGEMENT 56 *New 2023-12-31 69,903 $3,691,000 69,903
   Executive Wealth Management LLC - 2023-12-31 66,471 $3,510,000 -31,243
   Legacy Financial Advisors Inc. 22 *New 2023-12-31 65,367 $3,451,000 65,367
   FOSTER & MOTLEY INC 110 - 2023-12-31 65,301 $3,448,000 -2,685
   Rockefeller Capital Management L.P. 745 - 2023-12-31 63,363 $3,346,000 -1,693
   TD CAPITAL MANAGEMENT LLC 39 - 2023-12-31 61,966 $3,272,000 6,774
   Goss Wealth Management LLC 486 - 2023-12-31 60,615 $3,170,000 4,541
   FINANCIAL ENGINES ADVISORS L.L.C. 121 - 2023-12-31 55,759 $2,952,000 -8,468
   ERn Financial LLC 45 - 2023-12-31 52,153 $2,733,000 -186
   BANK OF NEW YORK MELLON CORP 2676 - 2023-12-31 51,134 $2,700,000 25,181
   DAVIS R M INC 109 - 2023-12-31 50,630 $2,673,000 -575
   Paladin Advisory Group LLC 16 - 2023-12-31 50,406 $2,661,000 -2,327
   Dynamic Advisors Solutions LLC 263 - 2024-03-31 50,652 $2,658,000 10,192
   PAX Financial Group LLC 45 - 2023-12-31 49,758 $2,607,000 39,776
   Integrys Wealth Advisors LLC 28 - 2024-03-31 46,964 $2,464,000 -750
   Bleakley Financial Group LLC - 2023-12-31 45,836 $2,420,000 -186
   Sawtooth Asset Management Inc. 269 - 2023-12-31 45,836 $2,420,000 -186
   HANSON INVESTMENT MANAGEMENT - 2023-12-31 45,182 $2,386,000 4,057
   Cornerstone Wealth Management LLC 111 - 2023-12-31 44,123 $2,330,000 -1,836
   Prestige Wealth Management Group LLC 36 - 2023-12-31 43,137 $2,284,000 6,243
   Smart Money Group LLC 25 - 2023-12-31 41,573 $2,195,000 -4,424
   Cedar Point Capital Partners LLC 19 - 2023-12-31 39,332 $2,077,000 0
   Cyndeo Wealth Partners LLC 136 - 2023-12-31 38,584 $2,037,000 19,894
   Westside Investment Management Inc. 51 - 2023-12-31 37,893 $2,001,000 300
   PRIVATE TRUST CO NA - 2023-12-31 37,669 $1,989,000 271
   McAdam LLC 78 - 2023-12-31 37,244 $1,966,000 -3,657
   Kowal Investment Group LLC - 2023-12-31 36,865 $1,946,000 -9,899
   MML INVESTORS SERVICES LLC 1033 - 2023-12-31 35,238 $1,861,000 3,967
   Austin Wealth Management LLC 38 - 2023-12-31 34,818 $1,827,000 -3,375
   VALLEY NATIONAL ADVISERS INC - 2023-12-31 33,556 $1,771,000 1,214
   AVIANCE CAPITAL PARTNERS, LLC 63 - 2023-12-31 32,301 $1,706,000 -2,317
   PFS INVESTMENTS INC. 342 - 2023-06-30 32,515 $1,686,000 -1,602
   JANNEY CAPITAL MANAGEMENT LLC 122 - 2023-12-31 30,342 $1,602,000 11,130
   COMERICA BANK 1299 - 2023-12-31 29,632 $1,565,000 13,657
   Flagstone Financial Management *New 2023-12-31 29,358 $1,550,000 29,358
   Sequoia Financial Advisors LLC - 2023-12-31 29,104 $1,537,000 7,793
   VALMARK ADVISERS INC 191 - 2023-12-31 29,046 $1,534,000 0
   Duncan Williams Asset Management LLC 11 - 2024-03-31 28,050 $1,472,000 0
   Strategic Financial Group LLC - 2023-12-31 27,763 $1,466,000 4,347
   Patten Group Inc. 80 - 2023-12-31 26,539 $1,401,000 -4,541
   ROCKLAND TRUST CO 116 - 2024-03-31 26,691 $1,400,000 -1,697
   Legacy Capital Wealth Partners LLC 60 - 2023-12-31 26,264 $1,387,000 1,600
  100 Records found
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