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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
   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
   JANE STREET GROUP LLC 909 - 2023-12-31 202,498 $10,130,000 114,215
   TD CAPITAL MANAGEMENT LLC 24 - 2023-12-31 175,927 $8,801,000 52,750
   STIFEL FINANCIAL CORP 1125 - 2023-12-31 94,721 $4,739,000 5,820
   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
   Kelman-Lazarov Inc. 25 - 2023-12-31 68,815 $3,443,000 18,239
   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
   IFP Advisors Inc 160 - 2023-12-31 56,391 $2,821,000 2,795
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1813 - 2024-03-31 37,668 $1,880,000 19,915
   Inspire Advisors LLC 27 - 2023-12-31 35,602 $1,781,000 1,025
   IAM Advisory LLC 40 - 2024-03-31 32,822 $1,638,000 15,020
   Garden State Investment Advisory Services LLC 37 - 2023-12-31 30,211 $1,515,000 277
   SAGE RHINO CAPITAL LLC 66 - 2024-03-31 25,933 $1,294,000 1,345
   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
   Goss Wealth Management LLC 1067 - 2023-12-31 14,981 $749,000 7,299
   THRIVENT FINANCIAL FOR LUTHERANS 2031 - 2023-12-31 13,128 $657,000 6,262
   H D Vest Advisory Services 887 - 2023-12-31 12,573 $629,000 2,210
   Financial Advocates Investment Management - 2024-03-31 12,154 $606,000 90
   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
   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
   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
   WAYNE HUMMER INVESTMENTS L.L.C. 313 - 2023-12-31 7,783 $389,000 131
   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
   EHRLICH FINANCIAL GROUP 74 - 2024-03-31 6,148 $307,000 489
   J.W. COLE ADVISORS INC. - 2024-03-31 5,844 $291,000 73
   TruWealth Advisors LLC 143 - 2024-03-31 5,021 $251,000 407
   LINCOLN NATIONAL CORP - 2024-03-31 4,723 $236,000 32
   Belpointe Asset Management LLC 613 - 2023-12-31 4,603 $230,000 35
   Retirement Network 121 - 2023-12-31 4,022 $201,000 4,022
   GRADIENT INVESTMENTS LLC 292 - 2024-03-31 3,894 $194,000 45
   US BANCORP 2384 - 2023-12-31 1,781 $89,000 1,196
   GeoWealth Management LLC 608 - 2023-12-31 1,356 $68,000 115
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 890 $44,000 839
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1331 - 2023-12-31 288 $14,000 6
   ALLIANZ ASSET MANAGEMENT AG 1585 - 2023-12-31 228 $11,000 8
   Penserra Capital Management LLC 1120 - 2023-12-31 148 $7,000 148
  63 Records found
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