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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
   Integrys Wealth Advisors LLC 30 - 2024-03-31 45,758 $2,283,000 0
   LongView Wealth Management 34 - 2024-03-31 37,902 $1,891,000 0
   Levy Wealth Management Group LLC 24 - 2024-03-31 37,225 $1,862,000 0
   Rockefeller Capital Management L.P. 1222 - 2023-12-31 15,612 $781,000 0
   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
   YHB INVESTMENT ADVISORS, INC. 176 - 2024-03-31 12,845 $641,000 0
   Watchman Group Inc. 58 - 2023-12-31 12,503 $625,000 0
   GREENLEAF TRUST - 2024-03-31 10,234 $511,000 0
   BerganKDV Wealth Management LLC 182 - 2023-06-30 8,055 $399,000 0
   Williams & Novak LLC 55 - 2024-03-31 7,750 $388,000 0
   Capital Advisors Ltd. LLC 210 - 2024-03-31 6,600 $329,000 0
   Bouchey Financial Group Ltd 123 - 2024-03-31 4,720 $236,000 0
   Dean Jacobson Financial Services LLC 9 - 2024-03-31 4,503 $225,000 0
   HALLMARK CAPITAL MANAGEMENT INC 189 - 2024-03-31 3,192 $159,000 0
   LGT Financial Advisors LLC 177 - 2024-03-31 1,975 $99,000 0
   Steward Partners Investment Advisory LLC 1753 - 2023-12-31 1,700 $85,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 1,430 $71,000 0
   Key Financial Inc 433 - 2024-03-31 989 $49,000 0
   Element Wealth LLC 170 - 2023-12-31 821 $41,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 828 $41,000 0
   IAG Wealth Partners LLC 193 - 2024-03-31 700 $35,000 0
   Sunbelt Securities Inc. 1030 - 2024-03-31 472 $24,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1470 - 2024-03-31 472 $24,000 0
   Global Retirement Partners LLC 1943 - 2024-03-31 278 $14,000 0
   Colonial Trust Co / SC 684 - 2023-12-31 250 $13,000 0
   Geneos Wealth Management Inc. - 2024-03-31 225 $11,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Impact Partnership Wealth LLC 1024 *Closed 2023-12-31 0 $0 0
  29 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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