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Get Institutions for : 
Pimco ETF Trust (ZROZ)  
$75.37 1.74 (2.36%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 111    0
Total shares held : 
 6,028,977  
% of shares held : 
 23.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 457,309  
% of shares held change : 
   1.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $70.31  
Last Quarter's Ending Price : 
 $85.33  
Last Quarter's Average Price : 
 $74.55  
Change from last quarter's     
avg. price to the last closing  : 
0.82 (1.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 787,604
 13.06%
 
Increased Positions :
45
 1,585,032
 26.29%
 
Unchanged Positions :
18
 36,896
 0.61%
 
Decreased Positions :
24
-1,726,345
-28.63%
 
Closed Positions :
24
-188,982
-3.13%
 
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
   FLAGSHIP HARBOR ADVISORS LLC 9 *New 2024-03-31 398,950 $31,617,000 398,950
   ANNEX ADVISORY SERVICES, LLC 16 *New 2024-03-31 396,279 $31,405,000 396,279
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 375 *New 2024-03-31 288,530 $22,866,000 288,530
   Steward Partners Investment Advisory LLC 202 *New 2023-12-31 93,764 $8,001,000 93,764
   Significant Wealth Partners LLC 53 *New 2024-03-31 10,285 $815,000 10,285
   MULTIFINANCIAL SECURITIES CORP 898 *New 2023-12-31 8,808 $752,000 8,808
   Foundations Investment Advisors LLC 501 *New 2023-12-31 4,293 $358,000 4,293
   CI Private Wealth LLC 1851 *New 2024-03-31 4,011 $318,000 4,011
   JONES FINANCIAL COMPANIES LLLP 373 *New 2023-12-31 1,586 $135,000 1,586
   NATIONAL BANK OF CANADA /FI/ 1419 *New 2023-12-31 1,143 $96,000 1,143
   EdgeRock Capital LLC 100 *New 2023-12-31 740 $60,000 740
   FSA Wealth Management LLC 341 *New 2023-12-31 100 $9,000 100
   Atlantic Trust Group LLC 2697 *New 2024-03-31 20 $2,000 20
   HARVEST GROUP WEALTH MANAGEMENT LLC 138 *New 2023-03-31 25 $2,000 25
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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