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Get Institutions for : 
Pimco Short Term Municipal Bond Strategy Fund (SMMU)  
$49.81 0.06 (0.13%) as of 4:30 Wed 5/8


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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  : 
0.43 (0.88%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GOLDMAN SACHS GROUP INC/ 1972 *New 2023-12-31 222,784 $11,145,000 222,784
   PAX Financial Group LLC 40 *New 2023-12-31 56,691 $2,832,000 56,691
   AE Wealth Management LLC 940 *New 2023-12-31 34,974 $1,748,000 34,974
   Premier Path Wealth Partners LLC 148 *New 2024-03-31 10,200 $867,000 10,200
   JONES FINANCIAL COMPANIES LLLP 368 *New 2023-12-31 2,810 $141,000 2,810
   SHEETS SMITH & ASSOCIATES INC 343 *New 2023-09-30 2,025 $99,000 2,025
   Aptus Capital Advisors LLC 666 *New 2023-12-31 1,083 $54,000 1,083
   SALEM INVESTMENT COUNSELORS INC 891 *New 2024-03-31 123 $6,000 123

  8 Records found
  1    
  Page 1 of 1
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