Who owns PIMCO Intermediate Mun Bond Strat Fund?
- Ticker: MUNI
- CUSIP Number: 72201R866
Tip: Access positions for across all investors
Analyze quarterly positions in PIMCO Intermediate Mun Bond Strat Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of PIMCO Intermediate Mun Bond Strat Fund stock
Who bought or sold PIMCO Intermediate Mun Bond Strat Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
CWM | 1.3M | $70M | 9% | Mar 2024 |
|
LPL Financial | 1.3M | $69M | 20% | Mar 2024 |
|
Morgan Stanley | 1.3M | $90M | 34% | Mar 2024 |
|
Bank of America Corporation | 1.2M | $62M | 5% | Mar 2024 |
|
Wells Fargo & Company | 1.0M | $54M | 12% | Mar 2024 |
|
Towneley Capital Management, Inc / DE | 869k | $46M | -3% | Mar 2024 |
|
Jpmorgan Chase & Co | 863k | $45M | 23% | Mar 2024 |
|
Bailard | 677k | $36M | -19% | Mar 2024 |
|
UBS Group | 542k | $28M | -22% | Mar 2024 |
|
WCG Wealth Advisors | 459k | $24M | -13% | Mar 2024 |
|
MBL Wealth | 400k | $21M | 8% | Mar 2024 |
|
Honkamp Krueger Financial Services | 391k | $21M | -6% | Mar 2024 |
|
Cercano Management | 385k | $20M | 100% | Mar 2024 |
|
Dynasty Wealth Management | 355k | $19M | 100% | Mar 2024 |
|
HighTower Advisors | 336k | $18M | 1% | Mar 2024 |
|
Thrivent Financial for Lutherans | 314k | $17M | 17% | Mar 2024 |
|
Envestnet Asset Management | 278k | $15M | 7% | Mar 2024 |
|
McKinley Carter Wealth Services | 260k | $14M | 2% | Mar 2024 |
|
Gratus Capital | 252k | $13M | 4% | Mar 2024 |
|
Goelzer Investment Management | 250k | $13M | -13% | Mar 2024 |
|
Quotient Wealth Partners | 232k | $12M | 100% | Dec 2023 |
|
XML Financial | 198k | $10M | 41% | Mar 2024 |
|
Orion Portfolio Solutions | 177k | $9.3M | -5% | Mar 2024 |
|
Sand Hill Advisors | 173k | $9.1M | -33% | Mar 2024 |
|
Wealth Alliance Advisory Group | 165k | $8.6M | 10% | Mar 2024 |
|
Fermata Advisors | 163k | $8.6M | -4% | Mar 2024 |
|
Capital Analysts | 162k | $8.5M | 20% | Mar 2024 |
|
Advisor Group Holdings | 153k | $8.0M | -71% | Mar 2024 |
|
Equita Financial Network | 143k | $7.5M | 54% | Mar 2024 |
|
Raymond James & Associates | 143k | $7.5M | 3% | Mar 2024 |
|
Arden Trust | 132k | $6.9M | 6% | Mar 2024 |
|
Commonwealth Equity Services | 132k | $6.9M | 14% | Mar 2024 |
|
Royal Bank of Canada | 129k | $7.1M | 11% | Mar 2024 |
|
Cambridge Investment Research Advisors | 126k | $6.6M | 4% | Mar 2024 |
|
Vantage Financial Partners | 126k | $6.6M | 100% | Mar 2024 |
|
Stifel Financial | 125k | $6.6M | 2% | Mar 2024 |
|
Hanson McClain Advisors | 114k | $6.0M | -1% | Mar 2024 |
|
Clear Rock Advisors | 104k | $5.5M | 100% | Dec 2023 |
|
Financial Synergies Wealth Advisors | 104k | $5.4M | 26% | Mar 2024 |
|
HPM Partners | 96k | $5.0M | 1% | Mar 2024 |
|
Stephenson National Bank & Trust | 94k | $4.9M | 3% | Mar 2024 |
|
Goodwin Investment Advisory | 93k | $4.9M | -4% | Mar 2024 |
|
BKD Wealth Advisors | 90k | $4.7M | -12% | Mar 2024 |
|
TD Capital Management | 89k | $4.7M | 44% | Mar 2024 |
|
Raymond James Financial Services Advisors | 87k | $4.6M | 20% | Mar 2024 |
|
Visionary Wealth Advisors | 86k | $4.5M | 6% | Mar 2024 |
|
Rehmann Capital Advisory | 84k | $4.4M | 22% | Mar 2024 |
|
Kelman-Lazarov | 83k | $4.3M | 2% | Mar 2024 |
|
Beta Wealth | 80k | $4.2M | 35% | Dec 2023 |
|
Baird Financial | 76k | $4.0M | 100% | Dec 2023 |
|
Opal Wealth Advisors | 76k | $4.0M | 0% | Mar 2024 |
|
CarsonAllaria Wealth Management | 76k | $4.0M | -3% | Mar 2024 |
|
Optimum Investment Advisors | 75k | $3.9M | 0% | Mar 2024 |
|
First International Bank & Trust | 75k | $3.9M | 4% | Mar 2024 |
|
Jane Street | 75k | $3.9M | 100% | Mar 2024 |
|
BCS Wealth Management | 73k | $3.9M | 13% | Dec 2023 |
|
Intl Fcstone | 72k | $3.8M | -12% | Mar 2024 |
|
Biltmore Wealth Management | 72k | $3.8M | 0% | Mar 2024 |
|
Goss Wealth Management | 66k | $3.5M | 17% | Mar 2024 |
|
Foster & Motley | 64k | $3.4M | -2% | Mar 2024 |
|
Rockefeller Capital Management | 63k | $3.3M | -3% | Dec 2023 |
|
PAX Financial Group | 63k | $3.3M | 27% | Mar 2024 |
|
Legacy Financial Advisors | 62k | $3.3M | -5% | Mar 2024 |
|
Prestige Wealth Management Group | 56k | $2.9M | 29% | Mar 2024 |
|
Executive Wealth Management | 53k | $2.8M | -20% | Mar 2024 |
|
ERn Financial | 53k | $2.8M | 2% | Mar 2024 |
|
Financial Engines Advisors L.L.C | 52k | $2.7M | -19% | Mar 2024 |
|
Simplicity Wealth | 52k | $2.7M | 100% | Mar 2024 |
|
Bleakley Financial Group | 52k | $2.7M | 14% | Mar 2024 |
|
Flagstone Financial Management | 51k | $2.7M | 75% | Mar 2024 |
|
Arrowroot Family Office | 51k | $2.7M | 0% | Dec 2023 |
|
Dynamic Advisors Solutions | 51k | $2.7M | 25% | Mar 2024 |
|
Paladin Advisory Group | 51k | $2.6M | 0% | Mar 2024 |
|
R. M. Davis | 49k | $2.6M | -3% | Mar 2024 |
|
Integrys Wealth Advisors | 47k | $2.5M | -2% | Mar 2024 |
|
Hanson & Doremus Investment Management | 47k | $2.4M | 3% | Mar 2024 |
|
Smart Money Group | 46k | $2.4M | 11% | Mar 2024 |
|
Sawtooth Asset Management | 46k | $2.4M | 0% | Dec 2023 |
|
IAM Advisory | 44k | $2.3M | 165% | Mar 2024 |
|
Econ Financial Services Corp | 44k | $2.3M | 289% | Mar 2024 |
|
Cornerstone Wealth Management | 44k | $2.3M | -1% | Mar 2024 |
|
Cyndeo Wealth Partners | 43k | $2.2M | 10% | Mar 2024 |
|
Steward Partners Investment Advisory | 42k | $2.2M | 234% | Mar 2024 |
|
Prosperity Consulting Group | 41k | $2.1M | 100% | Mar 2024 |
|
Cedar Point Capital Partners | 39k | $2.1M | 100% | Dec 2023 |
|
Westside Investment Management | 38k | $2.0M | 0% | Mar 2024 |
|
McAdam | 37k | $2.0M | 0% | Mar 2024 |
|
Private Trust Co Na | 37k | $1.9M | -3% | Mar 2024 |
|
Valley National Advisers | 36k | $1.9M | 8% | Mar 2024 |
|
Kowal Investment Group | 36k | $1.9M | -3% | Mar 2024 |
|
Austin Wealth Management | 35k | $1.8M | -9% | Dec 2023 |
|
Aviance Capital Partners | 30k | $1.6M | -6% | Mar 2024 |
|
Janney Capital Management | 30k | $1.6M | 0% | Mar 2024 |
|
Viawealth | 30k | $1.6M | 65% | Mar 2024 |
|
Warren Averett Asset Management | 30k | $1.6M | 100% | Mar 2024 |
|
ValMark Advisers | 29k | $1.5M | 0% | Mar 2024 |
|
Landmark Wealth Management | 29k | $1.5M | 22% | Mar 2024 |
|
Patten | 28k | $1.5M | 6% | Mar 2024 |
|
Duncan Williams Asset Management | 28k | $1.5M | 100% | Mar 2024 |
|
Strategic Financial | 28k | $1.5M | 19% | Dec 2023 |
|
Benchmark Financial Wealth Advisors | 27k | $1.4M | 100% | Mar 2024 |
|
Rockland Trust | 27k | $1.4M | -6% | Mar 2024 |
|
H D Vest Advisory Services | 27k | $1.4M | 26% | Mar 2024 |
|
Transcendent Capital Group | 25k | $1.3M | -5% | Mar 2024 |
|
Integrated Wealth Concepts | 23k | $1.2M | 73% | Mar 2024 |
|
Team Hewins | 22k | $1.1M | -2% | Mar 2024 |
|
Captrust Financial Advisors | 22k | $1.1M | -4% | Mar 2024 |
|
National Asset Management | 21k | $1.1M | -14% | Mar 2024 |
|
W.H. Cornerstone Investments | 21k | $1.1M | 1% | Mar 2024 |
|
Kestra Advisory Services | 21k | $1.1M | 87% | Dec 2023 |
|
Private Advisor | 21k | $1.1M | 9% | Mar 2024 |
|
Kooman & Associates | 20k | $1.1M | -14% | Dec 2023 |
|
Lincoln National | 20k | $1.1M | 9% | Mar 2024 |
|
Wayne Hummer Investments | 20k | $1.1M | -3% | Mar 2024 |
|
Saxon Interests | 20k | $1.1M | 0% | Mar 2024 |
|
Bank of New York Mellon | 20k | $1.1M | -61% | Mar 2024 |
|
Avaii Wealth Management | 19k | $1.0M | -1% | Mar 2024 |
|
Inspire Advisors | 19k | $1.0M | 3% | Mar 2024 |
|
Brian McDonald | 19k | $999k | 19% | Mar 2024 |
|
Alpha Financial Partners | 19k | $994k | 3% | Mar 2024 |
|
Koshinski Asset Management | 19k | $979k | 7% | Mar 2024 |
|
Robinson Smith Wealth Advisors | 18k | $954k | 1% | Mar 2024 |
|
AdvisorNet Financial | 18k | $928k | 1% | Mar 2024 |
|
Ashton Thomas Private Wealth | 17k | $914k | 62% | Mar 2024 |
|
Williams & Novak | 17k | $913k | 0% | Mar 2024 |
|
Midwest Financial Group | 17k | $899k | -1% | Mar 2024 |
|
Sequoia Financial Advisors | 16k | $857k | -44% | Mar 2024 |
|
GAMMA Investing | 16k | $838k | 68% | Mar 2024 |
|
Petra Financial Advisors | 15k | $809k | -2% | Mar 2024 |
|
Creative Planning | 15k | $783k | -9% | Mar 2024 |
|
EisnerAmper Wealth Management Corporate Benefits | 15k | $766k | 73% | Dec 2023 |
|
Resources Investment Advisors | 15k | $761k | 100% | Mar 2024 |
|
Madison Wealth Partners | 14k | $757k | 11% | Mar 2024 |
|
Raymond James Trust | 14k | $748k | 23% | Mar 2024 |
|
Summit Investment Advisors | 14k | $740k | 5% | Mar 2024 |
|
Syverson Strege & Co | 14k | $721k | -3% | Mar 2024 |
|
Certified Advisory Corp | 14k | $714k | 55% | Mar 2024 |
|
Commerce Bank N A | 13k | $704k | 100% | Mar 2024 |
|
Stratos Wealth Partners | 13k | $704k | 52% | Mar 2024 |
|
Kingsview Wealth Management | 13k | $700k | 6% | Mar 2024 |
|
Kingfisher Capital | 13k | $686k | -1% | Mar 2024 |
|
Natixis Asset Management Advisors | 13k | $682k | 3% | Mar 2024 |
|
Branch Banking & Trust Company | 13k | $673k | -1% | Mar 2024 |
|
Bedel Financial Consulting | 13k | $669k | 0% | Mar 2024 |
|
Fragasso | 13k | $663k | 29% | Mar 2024 |
|
Vertex Planning Partners | 12k | $652k | -2% | Mar 2024 |
|
Anchor Investment Management | 12k | $652k | 0% | Mar 2024 |
|
First Trust Advisors | 12k | $652k | -19% | Mar 2024 |
|
Coldstream Capital Management | 12k | $651k | -3% | Dec 2023 |
|
Astoria Portfolio Advisors | 12k | $626k | -5% | Mar 2024 |
|
Wealth Enhancement Advisory Services | 9.8k | $513k | -43% | Mar 2024 |
|
Miracle Mile Advisors | 8.8k | $462k | -34% | Mar 2024 |
|
Putnam Fl Investment Management | 6.0k | $316k | -56% | Mar 2024 |
|
Who sold out of PIMCO Intermediate Mun Bond Strat Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Steel Peak Wealth Management | Dec 2023 | 94k | $5.0M |
Condor Capital Management | Dec 2023 | 70k | $3.7M |
SageView Advisory Group | Dec 2023 | 55k | $2.9M |
Shotwell Rutter Baer | Dec 2023 | 51k | $2.7M |
Orrstown Financial Services | Dec 2023 | 38k | $2.0M |
Legacy Capital Wealth Partners | Sep 2023 | 25k | $1.2M |
Revisor Wealth Management | Dec 2023 | 19k | $981k |
Granite Bay Wealth Management | Dec 2023 | 18k | $914k |
Avestar Capital | Dec 2023 | 15k | $781k |
Hurlow Wealth Management Group | Dec 2023 | 12k | $653k |