Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
PIMCO Intermediate Municipal Bond Active ETF (MUNI)  
$51.78 0.03 (0.06%) as of 4:30 Fri 4/26


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   OPTIMUM INVESTMENT ADVISORS 8 - 2024-03-31 75,223 $3,947,000 0
   VALMARK ADVISERS INC 191 - 2023-12-31 29,046 $1,534,000 0
   Transcendent Capital Group LLC 36 - 2024-03-31 26,245 $1,386,000 0
   SAXON INTERESTS INC. 53 - 2024-03-31 20,130 $1,056,000 0
   Williams & Novak LLC 31 - 2024-03-31 17,290 $913,000 0
   Bedel Financial Consulting Inc. 99 - 2023-12-31 12,748 $673,000 0
   Econ Financial Services Corp 54 - 2023-12-31 11,287 $596,000 0
   Lunt Capital Management Inc. 67 - 2024-03-31 7,510 $394,000 0
   MONTICELLO WEALTH MANAGEMENT LLC 183 - 2024-03-31 7,031 $369,000 0
   DAVENPORT & CO LLC - 2023-12-31 6,508 $344,000 0
   SANDERS MORRIS HARRIS INC/FA 210 - 2024-03-31 5,913 $310,000 0
   Capital Market Strategies LLC 106 - 2024-03-31 5,499 $289,000 0
   Foundations Investment Advisors LLC 554 - 2023-12-31 5,291 $279,000 0
   MILESTONE ASSET MANAGEMENT LLC 145 - 2024-03-31 5,291 $278,000 0
   Equitable Holdings Inc. 960 - 2023-12-31 5,193 $274,000 0
   Mutual Advisors LLC 852 - 2023-12-31 5,000 $264,000 0
   Stokes Capital Advisors LLC 74 - 2024-03-31 4,879 $256,000 0
   FIRST HEARTLAND CONSULTANTS INC 326 - 2023-12-31 4,583 $242,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 570 - 2023-12-31 4,486 $237,000 0
   JSF Financial LLC 100 - 2023-12-31 4,000 $211,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 196 - 2023-06-30 3,800 $197,000 0
   Planning Capital Management Corp 136 - 2024-03-31 1,738 $91,000 0
   BANK OF MONTREAL /CAN/ 2914 - 2023-12-31 1,400 $72,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 682 - 2023-12-31 1,293 $68,000 0
   Element Wealth LLC 172 - 2023-12-31 730 $39,000 0
   Northwest Capital Management Inc 247 - 2024-03-31 730 $38,000 0
   Riggs Asset Managment Co. Inc. 244 - 2023-12-31 194 $10,000 0
   CITIGROUP INC 4318 - 2023-12-31 100 $5,000 0
   Rosenberg Matthew Hamilton 749 - 2024-03-31 40 $2,000 0
   DHJJ Financial Advisors Ltd. 803 - 2024-03-31 2 $0 0
  30 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us