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Get Institutions for : 
Pimco ETF Trust (STPZ)  
$51.14 0.10 (0.2%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    12
Total shares held : 
7,657,385  
% of shares held : 
6.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -23  
Amount of shares held : 
-1,355,007  
% of shares held change : 
  -1.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$49.96  
Last Quarter's Ending Price : 
$51.15  
Last Quarter's Average Price
$50.47  
Change from last quarter's     
avg. price to the last closing  : 
0.67 (1.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 37,300
 0.49%
 
Increased Positions :
39
 615,078
 8.03%
 
Unchanged Positions :
23
 151,121
 1.97%
 
Decreased Positions :
50
-1,773,277
-23.16%
 
Closed Positions :
17
-234,108
-3.06%
 
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
   Financial Gravity Wealth Inc. 96 - 2023-12-31 56,097 $3,859,000 0
   COURAGE MILLER PARTNERS, LLC 57 - 2024-03-31 10,168 $524,000 0
   Rehmann Capital Advisory Group 315 - 2023-12-31 9,722 $497,000 0
   DIMENSION CAPITAL MANAGEMENT PARTNERS 66 - 2023-12-31 9,398 $481,000 0
   SYNOVUS FINANCIAL CORP 652 - 2023-12-31 8,000 $409,000 0
   Atria Wealth Solutions Inc. 1417 - 2023-12-31 6,400 $327,000 0
   DIVERSIFIED TRUST CO 630 - 2024-03-31 6,330 $326,000 0
   Evanson Asset Management LLC 229 - 2024-03-31 6,306 $325,000 0
   ATWOOD & PALMER INC 130 - 2024-03-31 4,900 $252,000 0
   Columbus Macro LLC 158 - 2024-03-31 4,816 $248,000 0
   BLAIR WILLIAM & CO/IL 1609 - 2023-12-31 645 $33,000 0
   SMITHFIELD TRUST CO 637 - 2023-12-31 558 $29,000 0
   Pinnacle Bank 521 - 2024-03-31 455 $23,000 0
   Sargent Bickham Lagudis LLC 651 - 2022-12-31 279 $14,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 717 - 2022-12-31 200 $10,000 0
   McIlrath & Eck LLC 579 - 2023-12-31 178 $9,000 0
   STUDIO INVESTMENT MANAGEMENT LLC 225 - 2023-12-31 174 $9,000 0
   FIRST MANHATTAN CO 1173 - 2023-12-31 113 $6,000 0
   HOLLENCREST SECURITIES LLC 797 - 2023-12-31 90 $5,000 0
   Element Wealth LLC 230 - 2023-12-31 82 $4,000 0
   Rosenberg Matthew Hamilton 734 - 2024-03-31 63 $3,000 0
   PROEQUITIES INC. 6498 - 2023-12-31 0 $0 0

  22 Records found
  1    
  Page 1 of 1
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