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Get Institutions for : 
Pimco Short Term Municipal Bond Strategy Fund (SMMU)  
$49.75 0.06 (0.12%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 136    2
Total shares held : 
 8,814,700  
% of shares held : 
 9.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 335,767  
% of shares held change : 
   0.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $48.77  
Last Quarter's Ending Price : 
 $50.03  
Last Quarter's Average Price : 
 $49.38  
Change from last quarter's     
avg. price to the last closing  : 
0.37 (0.75%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 471,187
 5.35%
 
Increased Positions :
53
 1,157,441
 13.13%
 
Unchanged Positions :
29
 213,560
 2.42%
 
Decreased Positions :
42
-1,060,415
-12.03%
 
Closed Positions :
14
-232,446
-2.64%
 
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
   BANK OF AMERICA CORP /DE/ 1110 - 2023-12-31 1,097,825 $54,921,000 -492,731
   CWM LLC 93 - 2024-03-31 856,174 $42,723,000 3,108
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 238 - 2024-03-31 639,166 $31,894,000 97,535
   MORGAN STANLEY 2204 - 2023-12-31 631,632 $31,598,000 165,619
   Biltmore Wealth Management LLC - 2023-12-31 368,867 $18,453,000 9,672
   MULTIFINANCIAL SECURITIES CORP 107 - 2023-12-31 290,821 $14,549,000 29,792
   CAPTRUST FINANCIAL ADVISORS 296 - 2023-12-31 286,844 $14,350,000 28,121
   HPM Partners LLC - 2023-12-31 271,995 $13,643,000 11,181
   Advisor Group Holdings Inc. 653 - 2023-12-31 267,583 $13,387,000 128,353
   CONDOR CAPITAL MANAGEMENT 21 - 2023-12-31 230,055 $11,509,000 5,694
   GOLDMAN SACHS GROUP INC/ 1972 *New 2023-12-31 222,784 $11,145,000 222,784
   WELLS FARGO & CO/MN 1480 - 2023-12-31 207,340 $10,373,000 -25,527
   JANE STREET GROUP LLC 909 - 2023-12-31 202,498 $10,130,000 114,215
   LPL FINANCIAL CORP 1282 - 2023-12-31 190,418 $9,526,000 -44,141
   TD CAPITAL MANAGEMENT LLC 24 - 2023-12-31 175,927 $8,801,000 52,750
   CarsonAllaria Wealth Management Ltd. 7 - 2023-12-31 126,287 $6,318,000 -1,103
   Resources Investment Advisors Inc. 169 - 2023-12-31 114,079 $5,707,000 -105,762
   WEBSTERROGERS FINANCIAL ADVISORS LLC 17 - 2023-12-31 107,916 $5,399,000 -13,490
   STIFEL FINANCIAL CORP 1125 - 2023-12-31 94,721 $4,739,000 5,820
   ENVESTNET ASSET MANAGEMENT INC 1941 - 2023-12-31 92,796 $4,642,000 -25,098
   FLOW TRADERS U.S. LLC 94 - 2023-12-31 91,937 $4,599,000 91,937
   FINANCIAL NETWORK 613 - 2023-12-31 91,204 $4,563,000 84,565
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1207 - 2024-03-31 86,883 $4,335,000 2,198
   Krasney Financial LLC 44 - 2024-03-31 86,807 $4,332,000 2,390
   DAVIS R M INC 98 - 2023-12-31 83,151 $4,160,000 -27,842
   Westside Investment Management Inc. 25 - 2024-03-31 79,850 $4,068,000 -6,100
   Kelman-Lazarov Inc. 25 - 2023-12-31 68,815 $3,443,000 18,239
   Orion Portfolio Solutions LLC 407 - 2023-12-31 67,403 $3,374,000 -5,498
   Crumly & Associates Inc. - 2024-03-31 66,798 $3,333,000 -853
   MML INVESTORS SERVICES LLC 763 - 2023-12-31 66,159 $3,310,000 -3,023
   BANK OF NEW YORK MELLON CORP 2536 - 2024-03-31 62,227 $3,105,000 4,590
   CLS INVESTMENT FIRM LLC 316 - 2022-12-31 62,828 $3,097,000 7,724
   Cedar Point Capital Partners LLC 14 - 2023-12-31 58,265 $2,915,000 0
   PAX Financial Group LLC 40 *New 2023-12-31 56,691 $2,832,000 56,691
   IFP Advisors Inc 160 - 2023-12-31 56,391 $2,821,000 2,795
   ABLE Financial Group LLC - 2023-12-31 55,318 $2,767,000 -1,347
   HANSON MCCLAIN, INC. 290 - 2024-03-31 48,267 $2,409,000 -2,202
   Integrys Wealth Advisors LLC 30 - 2024-03-31 45,758 $2,283,000 0
   UBS Group AG 2723 - 2023-12-31 44,736 $2,238,000 755
   Certified Advisory Corp 88 - 2023-12-31 43,921 $2,197,000 470
   RAYMOND JAMES & ASSOCIATES 2096 - 2024-03-31 43,656 $2,178,000 2,548
   Wealth CMT 7 - 2023-06-30 41,277 $2,044,000 41,277
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1244 - 2024-03-31 40,881 $2,040,000 5,329
   BCGM Wealth Management LLC 34 - 2023-12-31 39,825 $1,992,000 -1,790
   CFG ASSET MANAGEMENT LLC 107 - 2023-12-31 38,650 $1,934,000 -165
   Strategic Financial Group LLC - 2023-12-31 38,562 $1,929,000 9,311
   Skyline Advisors Inc. 20 - 2024-03-31 38,261 $1,909,000 3,783
   LongView Wealth Management 34 - 2024-03-31 37,902 $1,891,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1813 - 2024-03-31 37,668 $1,880,000 19,915
   Levy Wealth Management Group LLC 24 - 2024-03-31 37,225 $1,862,000 0
   Inspire Advisors LLC 27 - 2023-12-31 35,602 $1,781,000 1,025
   AE Wealth Management LLC 940 *New 2023-12-31 34,974 $1,748,000 34,974
   IAM Advisory LLC 40 - 2024-03-31 32,822 $1,638,000 15,020
   Cyndeo Wealth Partners LLC 170 - 2024-03-31 30,633 $1,529,000 -2,784
   Garden State Investment Advisory Services LLC 37 - 2023-12-31 30,211 $1,515,000 277
   Dynamic Advisors Solutions LLC 350 - 2024-03-31 30,215 $1,508,000 -264
   HIGHTOWER ADVISORS, LLC 1604 - 2023-12-31 28,487 $1,426,000 -42,615
   SAGE RHINO CAPITAL LLC 66 - 2024-03-31 25,933 $1,294,000 1,345
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2458 - 2023-12-31 25,220 $1,262,000 -12,468
   Total Clarity Wealth Management Inc. 65 - 2024-03-31 24,349 $1,215,000 5,653
   MBL Wealth LLC 78 - 2024-03-31 22,350 $1,115,000 1,100
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 987 - 2023-12-31 18,480 $924,000 270
   Avestar Capital LLC 115 - 2023-12-31 18,000 $903,000 2,481
   Visionary Wealth Advisors 236 - 2023-12-31 17,889 $895,000 4,700
   Premier Path Wealth Partners LLC 148 *New 2024-03-31 10,200 $867,000 10,200
   Rockefeller Capital Management L.P. 1222 - 2023-12-31 15,612 $781,000 0
   Equitable Holdings Inc. 646 - 2023-12-31 15,072 $754,000 -775
   Goss Wealth Management LLC 1067 - 2023-12-31 14,981 $749,000 7,299
   Tyler-Stone Wealth Management 56 - 2023-12-31 14,887 $745,000 -1,045
   Virtue Capital Management LLC 140 - 2023-12-31 13,386 $669,000 0
   Bedel Financial Consulting Inc. 102 - 2023-12-31 13,184 $660,000 0
   Kooman & Associates 21 - 2023-12-31 13,177 $659,000 -2,848
   THRIVENT FINANCIAL FOR LUTHERANS 2031 - 2023-12-31 13,128 $657,000 6,262
   BEDEL FINANCIAL CONSULTING INC 93 - 2023-09-30 13,184 $645,000 0
   YHB INVESTMENT ADVISORS, INC. 176 - 2024-03-31 12,845 $641,000 0
   H D Vest Advisory Services 887 - 2023-12-31 12,573 $629,000 2,210
   Watchman Group Inc. 58 - 2023-12-31 12,503 $625,000 0
   Financial Advocates Investment Management - 2024-03-31 12,154 $606,000 90
   Baird Financial Group Inc. 1303 - 2023-12-31 11,774 $589,000 -1,575
   AdvisorNet Financial Inc 295 - 2024-03-31 10,505 $524,000 285
   WAGNER CAPITAL MANAGEMENT CORP 209 - 2024-03-31 10,261 $512,000 279
   GREENLEAF TRUST - 2024-03-31 10,234 $511,000 0
   ROYAL BANK OF CANADA 3638 - 2023-12-31 10,177 $509,000 1,027
   Rehmann Capital Advisory Group - 2024-03-31 9,761 $487,000 131
   Madison Wealth Partners Inc - 2024-03-31 9,239 $461,000 -62
   DAVENPORT & CO LLC - 2024-03-31 9,039 $451,000 1,961
   J P MORGAN CHASE & CO 3757 - 2023-12-31 8,656 $433,000 995
   PFG Advisors 399 - 2023-12-31 8,339 $417,000 -596
   CREATIVE PLANNING 1859 - 2023-12-31 7,998 $400,000 -1,555
   BerganKDV Wealth Management LLC 182 - 2023-06-30 8,055 $399,000 0
   WAYNE HUMMER INVESTMENTS L.L.C. 313 - 2023-12-31 7,783 $389,000 131
   Williams & Novak LLC 55 - 2024-03-31 7,750 $388,000 0
   RAYMOND JAMES TRUST CO 843 - 2024-03-31 7,708 $385,000 1,259
   COMERICA BANK 1978 - 2023-12-31 7,678 $384,000 6,863
   Capital Market Strategies LLC 80 - 2024-03-31 7,560 $377,000 -1,273
   Kuhn & Co Investment Counsel 89 - 2023-12-31 7,471 $374,000 0
   Syverson Strege & Co - 2024-03-31 7,066 $353,000 -317
   Capital Advisors Ltd. LLC 210 - 2024-03-31 6,600 $329,000 0
   Good Life Advisors LLC - 2024-03-31 6,419 $320,000 -536
   EHRLICH FINANCIAL GROUP 74 - 2024-03-31 6,148 $307,000 489
  100 Records found
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