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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Towneley Capital Management Inc / DE 3 - 2024-03-31 869,041 $45,599,000 -29,901
   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
   HIGHTOWER ADVISORS, LLC 509 - 2023-12-31 331,988 $17,530,000 -32,912
   THRIVENT FINANCIAL FOR LUTHERANS 525 - 2023-12-31 249,870 $13,193,000 -17,985
   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
   STIFEL FINANCIAL CORP 967 - 2023-12-31 122,635 $6,475,000 -44,887
   HANSON MCCLAIN, INC. 176 - 2024-03-31 114,148 $5,989,000 -895
   BKD WEALTH ADVISORS LLC 91 - 2024-03-31 89,817 $4,713,000 -12,021
   Opal Wealth Advisors LLC 15 - 2024-03-31 76,057 $3,991,000 -101
   Biltmore Wealth Management LLC - 2023-12-31 72,013 $3,802,000 -218,204
   Executive Wealth Management LLC - 2023-12-31 66,471 $3,510,000 -31,243
   FOSTER & MOTLEY INC 114 - 2024-03-31 63,982 $3,357,000 -1,319
   Rockefeller Capital Management L.P. 745 - 2023-12-31 63,363 $3,346,000 -1,693
   FINANCIAL ENGINES ADVISORS L.L.C. 121 - 2023-12-31 55,759 $2,952,000 -8,468
   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
   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
   Cornerstone Wealth Management LLC 118 - 2024-03-31 43,741 $2,295,000 -382
   Smart Money Group LLC 25 - 2023-12-31 41,573 $2,195,000 -4,424
   Westside Investment Management Inc. 50 - 2024-03-31 37,792 $1,983,000 -101
   PRIVATE TRUST CO NA 101 - 2024-03-31 36,669 $1,924,000 -1,000
   Kowal Investment Group LLC 34 - 2024-03-31 35,845 $1,881,000 -1,020
   Austin Wealth Management LLC 38 - 2023-12-31 34,818 $1,827,000 -3,375
   PFS INVESTMENTS INC. 342 - 2023-06-30 32,515 $1,686,000 -1,602
   AVIANCE CAPITAL PARTNERS, LLC 104 - 2024-03-31 30,386 $1,594,000 -1,915
   ROCKLAND TRUST CO 116 - 2024-03-31 26,691 $1,400,000 -1,697
   CAPTRUST FINANCIAL ADVISORS 1165 - 2023-12-31 22,773 $1,202,000 -5,294
   Kooman & Associates 19 - 2023-12-31 20,437 $1,079,000 -3,417
   BANK OF NEW YORK MELLON CORP 3106 - 2024-03-31 20,124 $1,056,000 -31,010
   Granite Bay Wealth Management LLC 209 - 2023-12-31 18,400 $914,000 -32,000
   Midwest Financial Group LLC 46 - 2024-03-31 17,126 $899,000 -250
   CREATIVE PLANNING 1309 - 2023-12-31 16,376 $865,000 -138
   PETRA FINANCIAL ADVISORS INC 50 - 2024-03-31 15,420 $809,000 -284
   FIRST TRUST ADVISORS LP 2045 - 2023-12-31 13,958 $737,000 -1,280
   PUTNAM FL INVESTMENT MANAGEMENT CO 297 - 2023-12-31 13,642 $720,000 -1,435
   Vertex Planning Partners LLC 61 - 2023-12-31 12,630 $667,000 -33,735
   COLDSTREAM CAPITAL MANAGEMENT INC 399 - 2023-12-31 12,335 $651,000 -365
   Astoria Portfolio Advisors LLC. 72 - 2024-03-31 12,059 $626,000 -701
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1557 - 2024-03-31 9,781 $513,000 -7,298
   NWAM LLC 348 - 2023-12-31 9,064 $479,000 -348
   Miracle Mile Advisors LLC 353 - 2024-03-31 8,799 $462,000 -4,501
   First Affirmative Financial Network 93 - 2024-03-31 8,453 $444,000 -185
   McNamara Financial Services Inc. 48 - 2024-03-31 8,079 $424,000 -119
   Sunesis Advisors LLC 48 - 2023-12-31 6,638 $350,000 -13,260
   VISTA INVESTMENT MANAGEMENT 128 - 2023-12-31 6,304 $333,000 -1,967
   BerganKDV Wealth Management LLC 196 - 2023-06-30 6,300 $327,000 -16
   Continuum Advisory LLC 357 - 2023-12-31 6,164 $325,000 -2,826
   Golden State Equity Partners 296 - 2023-12-31 5,303 $280,000 -2,719
   Wealthcare Advisory Partners LLC 694 - 2024-03-31 5,151 $270,000 -731
   Beaumont Financial Advisors LLC 293 - 2023-12-31 4,685 $247,000 -780
   Sunbelt Securities Inc. 481 - 2024-03-31 4,551 $239,000 -91
   IFP Advisors Inc 847 - 2023-12-31 4,457 $235,000 -3,604
   Ameritas Advisory Services LLC 646 - 2023-12-31 4,215 $222,000 -3,312
   BENJAMIN F. EDWARDS & COMPANY INC. 843 - 2023-12-31 4,088 $216,000 -183
   COZAD ASSET MANAGEMENT INC 370 - 2023-12-31 3,845 $203,000 -1,000
   Emerald Investment Partners LLC - 2023-12-31 2,295 $122,000 -14,996
   HARBOUR INVESTMENTS INC. 1088 - 2023-12-31 2,118 $112,000 -1,186
   GPS Wealth Strategies Group LLC 614 - 2023-12-31 550 $29,000 -200
   GeoWealth Management LLC 643 - 2023-12-31 473 $25,000 -43
   FMR LLC 3810 - 2023-12-31 362 $19,000 -929
   Tortoise Investment Management LLC 556 - 2023-12-31 200 $11,000 -1,018
   ALLIANZ ASSET MANAGEMENT AG 1586 - 2023-12-31 162 $9,000 -11
  66 Records found
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