Who owns Pimco Total Return Etf totl?

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Analyze quarterly positions in Pimco Total Return Etf totl with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Pimco Total Return Etf totl stock

Who bought or sold Pimco Total Return Etf totl this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
CWM 3.0M $272M 12% Mar 2024
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Tectonic Advisors 1.7M $158M 2% Dec 2023
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Advisor Group Holdings 1.3M $121M -22% Dec 2023
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Wells Fargo & Company 824k $76M 9% Dec 2023
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Bank of America Corporation 743k $69M 14% Dec 2023
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Royal Bank of Canada 738k $68M 41% Dec 2023
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UBS Group 644k $60M 75% Dec 2023
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Mercer Global Advisors 420k $39M -11% Dec 2023
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Scotia Capital 361k $33M -8% Dec 2023
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Raymond James & Associates 351k $32M 16% Mar 2024
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RFG Advisory 329k $30M 48% Mar 2024
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Raymond James Financial Services Advisors 306k $28M 9% Mar 2024
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Your Advocates 302k $28M 211% Dec 2023
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Captrust Financial Advisors 300k $28M 30% Dec 2023
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Hudson Capital Management 295k $27M 14% Mar 2024
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Jpmorgan Chase & Co 273k $25M 22% Dec 2023
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Vickerman Investment Advisors 258k $24M 100% Dec 2023
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Southland Equity Partners 247k $23M 15% Mar 2024
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WCG Wealth Advisors 246k $23M -10% Dec 2023
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Flaharty Asset Management 235k $22M -32% Dec 2023
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Horizon Investments 229k $21M -43% Dec 2023
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Ferguson Shapiro 221k $20M -55% Dec 2023
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Goldstein Advisors 219k $20M 2% Dec 2023
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Alpha Cubed Investments 208k $19M 17% Mar 2024
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Financial Gravity Wealth 205k $82k 0% Dec 2023
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Kelman-Lazarov 203k $19M 4% Dec 2023
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John W. Brooker & Co., CPAs 191k $18M 1% Mar 2024
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Commonwealth Equity Services 189k $18M 11% Dec 2023
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Cambridge Investment Research Advisors 176k $16M -4% Mar 2024
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Stratos Wealth Partners 175k $16M 24% Mar 2024
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Stifel Financial 173k $16M -4% Dec 2023
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Orion Portfolio Solutions 169k $16M -78% Dec 2023
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Cardinal Point Capital Management, ULC 167k $15M 0% Mar 2024
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GM Advisory 164k $15M 40% Dec 2023
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Valley National Advisers 160k $13M 10% Mar 2024
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Legacy Private Trust 158k $15M 39% Mar 2024
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Bank of New York Mellon 149k $14M -2% Mar 2024
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Wealth Enhancement Advisory Services 148k $14M -8% Mar 2024
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Sowell Financial Services 140k $13M 21% Dec 2023
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Acima Private Wealth 124k $11M 100% Dec 2023
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Branch Banking & Trust Company 123k $11M 4730% Dec 2023
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Simplicity Wealth 121k $11M 100% Mar 2024
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H D Vest Advisory Services 120k $11M 128% Dec 2023
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KWMG 119k $11M 5% Mar 2024
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PFG Financial Advisors 119k $11M 5% Mar 2024
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Intelligence Driven Advisers 117k $11M 136% Dec 2023
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Sawtooth Asset Management 115k $11M 1% Dec 2023
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Bleakley Financial Group 115k $11M 1% Dec 2023
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TD Capital Management 113k $11M 20% Dec 2023
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Change Path 113k $10M 59% Dec 2023
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Kestra Advisory Services 110k $10M 35% Dec 2023
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Private Advisor 110k $10M 93% Dec 2023
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Wilbanks Smith & Thomas Asset Management 109k $10M 142% Dec 2023
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Regis Acquisition 106k $9.8M -29% Dec 2023
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Pnc Financial Services 104k $9.6M 22% Dec 2023
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Stephenson National Bank & Trust 101k $9.3M 6% Mar 2024
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National Asset Management 100k $9.3M -36% Dec 2023
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Cornerstone Wealth Management 94k $8.6M -1% Mar 2024
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Frank. Day 91k $8.5M 1% Dec 2023
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IFG Advisory 88k $8.1M 100% Dec 2023
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Treasure Coast Financial Planning 84k $7.7M 17% Mar 2024
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Envestnet Portfolio Solutions 84k $7.8M 100% Dec 2023
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Founders Financial Securities 83k $7.7M -20% Mar 2024
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Halbert Hargrove Global Advisors 81k $7.5M 5% Mar 2024
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Hanson McClain Advisors 80k $7.4M -4% Mar 2024
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Bouvel Investment Partners 78k $7.1M -3% Mar 2024
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MinichMacGregor Wealth Management 76k $6.9M 4% Mar 2024
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PAX Financial Group 75k $6.8M 133% Dec 2023
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Visionary Wealth Advisors 74k $6.8M -11% Dec 2023
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Brookstone Capital Management 71k $6.5M 22% Mar 2024
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Roger Wittlin Investment Advisory 67k $6.2M 12% Dec 2023
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Lee Financial Group Hawaii 66k $6.0M 1% Mar 2024
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Pacifica Partners 65k $5.9M 2% Mar 2024
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MorganRosel Wealth Management 65k $5.9M 0% Mar 2024
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CFO4Life 63k $5.8M 100% Dec 2023
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Landmark Wealth Management 63k $5.8M 5% Mar 2024
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Norway Savings Bank 60k $5.5M -1% Mar 2024
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Gould Asset Management 59k $5.4M -3% Dec 2023
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Concurrent Investment Advisors 56k $5.2M 100% Dec 2023
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Fragasso 54k $5.0M -11% Mar 2024
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Sage Rhino Capital 54k $5.0M 5% Mar 2024
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Nations Financial Group 54k $4.9M 3% Mar 2024
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Hamilton Wealth 52k $4.8M 98% Dec 2023
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CarsonAllaria Wealth Management 52k $4.8M 26% Dec 2023
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D'Orazio & Associates 51k $4.7M -43% Dec 2023
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Total Investment Management 51k $4.6M 11% Mar 2024
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Elwood & Goetz Wealth Advisory Group 49k $4.5M -53% Mar 2024
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Aviance Capital Partners 49k $4.5M 2% Mar 2024
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Moneta Group Investment Advisors 46k $4.2M 0% Dec 2023
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Strategic Advisors 45k $4.1M 100% Mar 2024
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Advisory Services & Investments 45k $4.1M 35% Mar 2024
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Baird Financial 45k $4.1M 2% Dec 2023
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One Capital Management 44k $4.1M 100% Dec 2023
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Parallel Advisors 44k $4.0M -22% Dec 2023
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Golden State Equity Partners 43k $4.0M -3% Dec 2023
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AE Wealth Management 41k $3.8M -26% Dec 2023
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D.A. Davidson & Co. 41k $3.8M 100% Dec 2023
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Del-Sette Capital Management 40k $3.7M 1% Dec 2023
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HighTower Advisors 40k $3.7M -81% Dec 2023
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First Hawaiian Bank 40k $3.6M 26% Mar 2024
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Dynamic Advisors Solutions 40k $3.6M 24% Mar 2024
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Bank Of Montreal 40k $3.7M -8% Dec 2023
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Syverson Strege & Co 38k $3.5M 2% Dec 2023
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Leisure Capital Management 38k $3.5M 703% Dec 2023
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Capital Planning Advisors 37k $3.4M -6% Dec 2023
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Geneos Wealth Management 37k $3.4M -12% Dec 2023
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Creative Planning 36k $3.3M 1% Dec 2023
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Harbour Investments 36k $3.3M 30% Dec 2023
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IFP Advisors 34k $3.2M 19% Dec 2023
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Strategic Financial 34k $3.2M 25% Dec 2023
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AdvisorNet Financial 32k $2.9M -41% Mar 2024
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Janney Montgomery Scott 29k $2.7M 3% Dec 2023
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Linscomb & Williams 29k $2.7M -1% Dec 2023
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Lunt Capital Management 29k $2.6M 7% Mar 2024
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Affiance Financial 28k $2.6M 54% Mar 2024
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EP Wealth Advisors 28k $2.6M 12% Dec 2023
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Hollencrest Securities 28k $2.6M -2% Dec 2023
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Williams & Novak 28k $2.5M 0% Mar 2024
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Atria Wealth Solutions 27k $2.5M -2% Dec 2023
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Sequoia Financial Advisors 27k $2.5M 344% Dec 2023
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Thrive Capital Management 26k $2.4M -12% Dec 2023
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Mariner Wealth Advisors 26k $2.4M -28% Dec 2023
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Steward Partners Investment Advisory 25k $2.3M -3% Dec 2023
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Beacon Financial Planning 25k $2.3M -2% Mar 2024
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Regis Management Company 25k $2.3M 16% Mar 2024
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Sand Hill Advisors 24k $2.2M 100% Dec 2023
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Atria Investments 24k $2.2M -12% Dec 2023
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Family Firm 24k $2.2M 1% Dec 2023
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Jmac Enterprises 24k $2.2M 18% Dec 2023
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Droms Strauss Advisors 24k $2.2M 171% Dec 2023
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EWG Elevate 22k $2.0M 2% Mar 2024
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Kowal Investment Group 22k $2.0M -2% Mar 2024
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BCS Wealth Management 21k $1.9M 8% Dec 2023
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Sumitomo Mitsui Financial 20k $1.8M -8% Dec 2023
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Cooper Financial Group 19k $1.7M 0% Mar 2024
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USAdvisors Wealth Management 18k $1.7M 100% Dec 2023
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National Bank Of Canada /fi/ 18k $1.6M 12% Dec 2023
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Brasada Capital Management 17k $1.6M 100% Dec 2023
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Advisory Services Network 16k $1.5M 3% Dec 2023
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Dudley Capital Management 16k $1.5M -23% Dec 2023
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Citigroup 16k $1.5M -1% Dec 2023
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Krilogy Financial 16k $1.4M -1% Mar 2024
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University of Texas Investment Management Company 16k $1.4M 0% Dec 2023
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Financial Advisory Corp 15k $1.4M -4% Mar 2024
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Avitas Wealth Management 14k $1.3M 3% Mar 2024
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Essex Financial Services 14k $1.3M 41% Mar 2024
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Westside Investment Management 14k $1.3M 1% Mar 2024
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Arbor Trust Wealth Advisors 14k $1.2M -66% Mar 2024
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BKD Wealth Advisors 14k $1.2M -5% Mar 2024
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Jane Street 14k $1.2M -90% Dec 2023
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Davenport & Co 13k $1.2M 9% Dec 2023
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Arrowroot Family Office 13k $1.2M -9% Dec 2023
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Waterfront Wealth 12k $1.1M -6% Dec 2023
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Emerald Investment Partners 10k $964k -71% Dec 2023
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Kingsview Wealth Management 8.0k $740k -69% Dec 2023
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Vertex Planning Partners 7.4k $685k -93% Dec 2023
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Dunhill Financial 5.8k $534k -92% Dec 2023
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Ameritas Advisory Services 4.8k $442k -64% Dec 2023
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Koshinski Asset Management 4.0k $366k -83% Dec 2023
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Financial Synergies Wealth Advisors 2.2k $200k -85% Mar 2024
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Goodman Advisory Group 0 $0 -100% Dec 2023
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Who sold out of Pimco Total Return Etf totl?

Fund or Company Name Date Sold Shares Held Valued At
Evoke Wealth Sep 2023 60k $5.3M
David R. Rahn Inc. dba Avalon Capital Management Dec 2023 60k $5.5M
Precision Wealth Strategies Sep 2023 54k $4.7M
Navalign Dec 2023 34k $3.1M
Aveo Capital Partners Sep 2023 28k $2.5M
Wagner Wealth Management Dec 2023 13k $1.2M