Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Pimco Multisector Bond Active Etf (PYLD)  
$25.57 0.01 (0.04%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    32
Total shares held : 
8,774,975  
% of shares held : 
9.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  48  
Amount of shares held : 
6,039,942  
% of shares held change : 
  6.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$24.21  
Last Quarter's Ending Price : 
$25.67  
Last Quarter's Average Price
$24.67  
Change from last quarter's     
avg. price to the last closing  : 
0.90 (3.65%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 3,413,783
 38.9%
 
Increased Positions :
20
 2,666,121
 30.38%
 
Unchanged Positions :
5
 693,378
 7.9%
 
Decreased Positions :
4
-38,887
-0.44%
 
Closed Positions :
2
-1,075
-0.01%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   HIGHTOWER ADVISORS, LLC 394 - 2024-03-31 1,075,143 $27,679,000 376,317
   Krilogy Financial LLC 11 - 2024-03-31 1,063,930 $27,407,000 170,888
   FIRST HEARTLAND CONSULTANTS INC 7 - 2024-03-31 687,393 $17,707,000 507,522
   Wealth Alliance Advisory Group LLC 5 - 2024-03-31 682,895 $17,591,000 57,585
   EnRich Financial Partners LLC 5 - 2024-03-31 666,344 $17,165,000 41,067
   Sanchez Wealth Management Group 8 - 2024-03-31 665,527 $17,144,000 10,124
   Kelman-Lazarov Inc. 8 - 2024-03-31 655,013 $16,873,000 614,426
   Bridgewealth Advisory Group LLC 2 - 2024-03-31 523,465 $13,484,000 231,339
   Aveo Capital Partners LLC 16 - 2024-03-31 498,819 $12,675,000 125,738
   LPL FINANCIAL CORP 1243 - 2024-03-31 445,273 $11,470,000 190,461
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 467 - 2024-03-31 392,239 $10,104,000 192,454
   Fortress Wealth Management Inc. 8 - 2024-03-31 342,211 $8,815,000 32,925
   ENVESTNET ASSET MANAGEMENT INC 1694 - 2024-03-31 294,728 $7,592,000 270,949
   Goss Wealth Management LLC 278 - 2024-03-31 287,230 $7,399,000 984
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 590 - 2024-03-31 268,514 $6,917,000 113,324
   Family Investment Center Inc. 16 - 2024-03-31 259,026 $6,673,000 36,271
   AE Wealth Management LLC 262 - 2024-03-31 247,958 $6,387,000 142,380
   ROYAL BANK OF CANADA 1922 - 2024-03-31 188,754 $4,862,000 184,054
   Bleakley Financial Group LLC 169 - 2024-03-31 159,745 $4,115,000 45,000
   Delta Investment Management LLC 24 - 2024-03-31 141,161 $3,636,000 109,836
   CarsonAllaria Wealth Management Ltd. 16 - 2024-03-31 118,352 $3,049,000 91,279
   Sawtooth Asset Management Inc. 225 - 2023-12-31 114,745 $2,945,000 1,139
   Advisor Group Holdings Inc. 1642 - 2024-03-31 83,092 $2,140,000 67,143
   Resources Investment Advisors Inc. 351 - 2024-03-31 72,289 $1,862,000 56,509
   Walkner Condon Financial Advisors LLC 64 - 2024-03-31 71,170 $1,833,000 32,295
   ESSEX FINANCIAL SERVICES INC 139 - 2024-03-31 63,190 $1,628,000 22,230
   HILLTOP HOLDINGS INC. 167 - 2024-03-31 53,629 $1,381,000 1,627
   Richard P Slaughter Associates Inc 78 - 2024-03-31 53,159 $1,369,000 8,953
   TCG Advisory Services LLC 162 - 2024-03-31 52,887 $1,362,000 41,927
   Atria Wealth Solutions Inc. 794 - 2024-03-31 50,080 $1,290,000 32,934
   Mutual Advisors LLC 480 - 2024-03-31 37,193 $958,000 23,136
   USAdvisors Wealth Management LLC 69 - 2024-03-31 33,287 $856,000 4,275
   MML INVESTORS SERVICES LLC 1584 - 2024-03-31 28,272 $728,000 64
   Financial Connections Group Inc. - 2024-03-31 25,943 $669,000 8,160
   Prosperity Wealth Management Inc. 56 - 2024-03-31 24,372 $628,000 2,549
   RMR Wealth Builders 133 - 2024-03-31 24,227 $624,000 7,217
   ERn Financial LLC 134 - 2024-03-31 20,385 $525,000 3,677
   Swisher Financial Concepts Inc. 41 - 2024-03-31 18,039 $457,000 1,966
   Pasadena Private Wealth LLC 90 - 2024-03-31 15,825 $408,000 2,273
   Pinnacle Wealth Management LLC 41 - 2024-03-31 15,707 $405,000 5,720
   RFG Advisory Group LLC 568 - 2024-03-31 13,836 $356,000 234
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 265 - 2024-03-31 13,403 $345,000 4,144
   ALLIANZ ASSET MANAGEMENT AG 1621 - 2024-03-31 558 $14,000 86

  43 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results