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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
   Western Wealth Management LLC 696 *Closed 2023-12-31 0 $0 -5,342
   Cetera Investment Advisers 2212 *Closed 2023-12-31 0 $0 -4,213
   JANE STREET GROUP LLC 5607 *Closed 2023-12-31 0 $0 -13,242
   Hurlow Wealth Management Group Inc. 116 *Closed 2024-03-31 0 $0 -12,365
   Flaharty Asset Management LLC 440 *Closed 2023-12-31 0 $0 -368
   SageView Advisory Group LLC 649 *Closed 2023-12-31 0 $0 -57,534
   Revisor Wealth Management LLC 196 *Closed 2024-03-31 0 $0 -18,579
   Slocum Gordon & Co LLP 155 *Closed 2023-12-31 0 $0 -708
   HOLLENCREST SECURITIES LLC 1137 *Closed 2023-12-31 0 $0 -8,966
   FLOW TRADERS U.S. LLC 1162 *Closed 2023-12-31 0 $0 -5,486
   OLD MISSION CAPITAL LLC 1212 *Closed 2023-12-31 0 $0 -6,585
   HILLTOP HOLDINGS INC. 638 *Closed 2023-12-31 0 $0 -7,317
   Castle Rock Wealth Management LLC 241 *Closed 2023-12-31 0 $0 -6,123
   Gladstone Institutional Advisory LLC 695 *Closed 2023-12-31 0 $0 -4,122
   WHITTIER TRUST CO OF NEVADA INC 1227 *Closed 2023-12-31 0 $0 -501
   Steel Peak Wealth Management LLC 476 *Closed 2024-03-31 0 $0 -94,090
   ORRSTOWN FINANCIAL SERVICES INC 85 *Closed 2024-03-31 0 $0 -37,495
   Hennion & Walsh Asset Management Inc. 885 *Closed 2024-03-31 0 $0 -4,739
   Lakeview Capital Partners LLC 421 *Closed 2023-12-31 0 $0 -10,056
   Shotwell Rutter Baer Inc 32 *Closed 2024-03-31 0 $0 -50,596
   Planned Solutions Inc. 573 *Closed 2024-03-31 0 $0 -1,872
   FIRST COMMUNITY TRUST NA 300 *Closed 2024-03-31 0 $0 -1,100

  22 Records found
  1    
  Page 1 of 1
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