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Get Institutions for : 
PIMCO Intermediate Municipal Bond Active ETF (MUNI)  
$51.78 0.03 (0.06%) as of 4:30 Fri 4/26


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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  : 
0.88 (1.73%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Gratus Capital LLC 48 *New 2023-12-31 242,501 $12,804,000 242,501
   Vantage Financial Partners Ltd. Inc. 21 *New 2023-12-31 117,453 $6,202,000 117,453
   Baird Financial Group Inc. 720 *New 2023-12-31 76,345 $4,031,000 76,345
   CONDOR CAPITAL MANAGEMENT 56 *New 2023-12-31 69,903 $3,691,000 69,903
   Legacy Financial Advisors Inc. 22 *New 2023-12-31 65,367 $3,451,000 65,367
   Simplicity WealthLLC 289 *New 2024-03-31 52,168 $2,737,000 52,168
   Flagstone Financial Management *New 2023-12-31 29,358 $1,550,000 29,358
   Benchmark Financial Wealth Advisors LLC 26 *New 2024-03-31 26,895 $1,411,000 26,895
   Prosperity Consulting Group LLC 62 *New 2023-12-31 19,698 $1,040,000 19,698
   Alpha Financial Partners LLC 16 *New 2023-12-31 18,357 $969,000 18,357
   Koshinski Asset Management Inc. 193 *New 2023-12-31 17,410 $919,000 17,410
   Avestar Capital LLC 127 *New 2023-12-31 14,757 $781,000 14,757
   Resources Investment Advisors Inc. 573 *New 2023-12-31 13,904 $734,000 13,904
   Kingsview Wealth Management LLC 576 *New 2023-12-31 12,580 $664,000 12,580
   WETHERBY ASSET MANAGEMENT INC 460 *New 2023-12-31 12,044 $636,000 12,044
   RWM Asset Management LLC 88 *New 2024-03-31 12,073 $633,000 12,073
   Brandywine Oak Private Wealth LLC 138 *New 2023-12-31 10,352 $547,000 10,352
   Streettalk Advisors LLC 255 *New 2023-12-31 9,930 $524,000 9,930
   DORSEY & WHITNEY TRUST CO LLC 347 *New 2023-12-31 9,215 $487,000 9,215
   Atlas Private Wealth Management 98 *New 2024-03-31 7,780 $408,000 7,780
   Greytown Advisors Inc. 48 *New 2023-12-31 7,581 $401,000 7,581
   Good Life Advisors LLC 295 *New 2023-12-31 6,925 $366,000 6,925
   OHE FINANCIAL INC 192 *New 2023-12-31 6,534 $345,000 6,534
   SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 72 *New 2023-12-31 6,440 $340,000 6,440
   Objective Capital Management LLC 84 *New 2023-12-31 6,400 $338,000 6,400
   TITLEIST ASSET MANAGEMENT LLC 210 *New 2023-12-31 3,800 $201,000 3,800
   CRESTWOOD ADVISORS LLC 390 *New 2023-12-31 3,800 $201,000 3,800
   Seaside Wealth Management Inc. 56 *New 2024-03-31 3,814 $200,000 3,814
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1569 *New 2023-12-31 3,125 $165,000 3,125
   SALEM INVESTMENT COUNSELORS INC 877 *New 2024-03-31 132 $7,000 132
   YHB INVESTMENT ADVISORS, INC. 781 *New 2024-03-31 100 $5,000 100

  31 Records found
  1    
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