Who owns PIMCO Intermediate Mun Bond Strat Fund?

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Analyze quarterly positions in PIMCO Intermediate Mun Bond Strat Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top 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
Bank of America Corporation 1.5M $78M 19% Sep 2024
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CWM 1.5M $78M 11% Sep 2024
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Morgan Stanley 1.4M $80M 10% Jun 2024
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Wells Fargo & Company 1.3M $66M 9% Sep 2024
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Jpmorgan Chase & Co 1.1M $59M 26% Sep 2024
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LPL Financial 1.1M $56M -25% Sep 2024
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Towneley Capital Management, Inc / DE 831k $44M -1% Sep 2024
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Colony 498k $26M 6001% Sep 2024
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WCG Wealth Advisors 467k $25M -14% Sep 2024
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Cercano Management 444k $24M 15% Sep 2024
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Bailard 437k $23M -16% Sep 2024
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MBL Wealth 421k $22M 5% Jun 2024
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Thrivent Financial for Lutherans 419k $22M 33% Sep 2024
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Honkamp Krueger Financial Services 378k $20M -3% Jun 2024
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Quotient Wealth Partners 373k $20M 10% Sep 2024
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Cetera Investment Advisers 334k $17M 10% Jun 2024
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HighTower Advisors 328k $17M -2% Jun 2024
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Envestnet Asset Management 314k $17M 4% Sep 2024
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Goss Wealth Management 265k $14M 302% Jun 2024
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Gratus Capital 263k $14M 4% Jun 2024
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Raymond James & Associates 259k $14M 39% Sep 2024
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McKinley Carter Wealth Services 255k $14M 0% Sep 2024
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Goelzer Investment Management 231k $12M -2% Sep 2024
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XML Financial 227k $12M 38% Sep 2024
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Dynasty Wealth Management 212k $23M -45% Sep 2024
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Cambridge Investment Research Advisors 206k $11M 21% Sep 2024
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Kestra Investment Management 175k $9.3M 18% Sep 2024
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Wealth Alliance Advisory Group 170k $9.0M 0% Sep 2024
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Sand Hill Advisors 162k $8.6M -5% Sep 2024
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Fermata Advisors 161k $8.5M 0% Sep 2024
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Renaissance Technologies 156k $8.3M 153% Sep 2024
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Equita Financial Network 154k $8.1M -3% Sep 2024
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Stifel Financial 150k $7.8M 20% Jun 2024
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Orion Portfolio Solutions 150k $7.9M -15% Sep 2024
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Commonwealth Equity Services 145k $7.7M -1% Sep 2024
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Raymond James Financial Services Advisors 140k $7.4M 11% Sep 2024
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HPM Partners 139k $7.4M 17% Sep 2024
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Royal Bank of Canada 139k $7.4M -1% Sep 2024
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Vantage Financial Partners 135k $7.0M 7% Jun 2024
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TD Capital Management 134k $7.1M 18% Sep 2024
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Arden Trust 133k $6.9M 1% Jun 2024
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R. M. Davis 124k $6.5M 152% Jun 2024
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BCS Wealth Management 118k $6.2M 15% Sep 2024
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Biltmore Wealth Management 118k $6.2M 62% Sep 2024
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Morton Brown Family Wealth 117k $6.2M 305% Sep 2024
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Clear Rock Advisors 117k $6.1M 6% Jun 2024
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Hanson McClain Advisors 116k $6.1M -8% Sep 2024
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Intl Fcstone 115k $6.1M 25% Sep 2024
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Financial Synergies Wealth Advisors 104k $5.5M 1% Sep 2024
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Smart Money Group 100k $5.2M 13% Sep 2024
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Shotwell Rutter Baer 100k $5.2M 5% Sep 2024
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Stephenson National Bank & Trust 92k $4.9M 1% Sep 2024
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Rehmann Capital Advisory 89k $4.7M -6% Sep 2024
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Visionary Wealth Advisors 87k $4.6M 0% Sep 2024
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Goodwin Investment Advisory 86k $4.5M -5% Sep 2024
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Kelman-Lazarov 85k $4.5M 1% Sep 2024
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BKD Wealth Advisors 84k $4.4M -6% Jun 2024
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Flagstone Financial Management 83k $4.4M 27% Sep 2024
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Optimum Investment Advisors 75k $4.0M 0% Sep 2024
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CarsonAllaria Wealth Management 74k $3.9M -6% Sep 2024
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First International Bank & Trust 73k $3.9M -9% Sep 2024
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Advisor Group Holdings 66k $3.5M -57% Sep 2024
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Executive Wealth Management 64k $3.4M 21% Sep 2024
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Econ Financial Services Corp 63k $3.3M 3% Sep 2024
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Integrated Wealth Concepts 62k $3.3M 77% Sep 2024
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PAX Financial Group 62k $3.2M -2% Jun 2024
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Foster & Motley 61k $3.2M -2% Sep 2024
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Opal Wealth Advisors 60k $3.2M -2% Sep 2024
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Legacy Financial Advisors 60k $3.1M -3% Jun 2024
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Rockefeller Capital Management 58k $3.0M 3% Jun 2024
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Prestige Wealth Management Group 56k $3.0M 0% Sep 2024
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SageView Advisory Group 56k $2.9M 1% Sep 2024
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Bleakley Financial Group 53k $2.8M -1% Sep 2024
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ERn Financial 53k $2.8M -3% Sep 2024
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Financial Engines Advisors L.L.C 52k $2.8M 0% Sep 2024
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Arrowroot Family Office 51k $2.6M 2% Jun 2024
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Paladin Advisory Group 51k $2.7M 0% Sep 2024
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Hanson & Doremus Investment Management 50k $2.6M 9% Sep 2024
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Benchmark Financial Wealth Advisors 49k $2.6M 68% Sep 2024
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Beta Wealth 48k $2.5M -3% Sep 2024
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Integrys Wealth Advisors 47k $2.5M 0% Sep 2024
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IAM Advisory 46k $2.4M 1% Sep 2024
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Kestra Advisory Services 46k $2.4M -27% Sep 2024
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Cornerstone Wealth Management 44k $2.3M -1% Sep 2024
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Prosperity Consulting Group 44k $2.3M 2% Sep 2024
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Steward Partners Investment Advisory 42k $2.2M 0% Jun 2024
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Cedar Point Capital Partners 41k $2.2M 1% Sep 2024
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Putnam Fl Investment Management 37k $2.0M 12% Sep 2024
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Austin Wealth Management 37k $2.0M 2% Sep 2024
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Private Trust Co Na 37k $1.9M 0% Jun 2024
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Westside Investment Management 35k $1.9M -3% Sep 2024
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Patten 35k $1.8M 9% Sep 2024
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Viawealth 35k $1.8M 16% Jun 2024
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Kowal Investment Group 35k $1.8M 0% Sep 2024
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H D Vest Advisory Services 33k $1.7M 24% Jun 2024
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Cyndeo Wealth Partners 31k $1.6M -22% Sep 2024
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McAdam 31k $1.6M 3% Sep 2024
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Duncan Williams Asset Management 31k $1.6M 1% Sep 2024
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Landmark Wealth Management 30k $1.6M 4% Sep 2024
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Janney Capital Management 30k $1.6M 0% Sep 2024
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Ausdal Financial Partners 30k $1.6M 336% Sep 2024
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Aviance Capital Partners 30k $1.6M 0% Sep 2024
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Kings Path Partners 30k $1.6M 2% Sep 2024
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Blueprint Investment Partners 30k $1.6M 100% Sep 2024
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StoneCrest Wealth Management 29k $1.6M 100% Sep 2024
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ValMark Advisers 29k $1.5M 0% Sep 2024
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Change Path 27k $1.4M -41% Sep 2024
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Rockland Trust 26k $1.4M -2% Sep 2024
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Legacy Capital Wealth Partners 26k $1.4M 0% Sep 2024
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Williams & Novak 26k $1.4M 4% Sep 2024
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Jones Financial Companies, L.L 26k $1.4M 100% Sep 2024
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Brandywine Oak Private Wealth 25k $1.3M 10% Sep 2024
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Captrust Financial Advisors 25k $1.3M 18% Sep 2024
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Inspire Advisors 25k $1.3M 28% Sep 2024
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National Asset Management 25k $1.3M 16% Jun 2024
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Raymond James Trust 24k $1.3M 70% Sep 2024
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Private Advisor 24k $1.3M 16% Sep 2024
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Certified Advisory Corp 23k $1.2M 39% Sep 2024
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Breakwater Capital Group 22k $1.2M 28% Sep 2024
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Dynamic Advisors Solutions 22k $1.2M -54% Sep 2024
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GAMMA Investing 22k $1.1M 145% Sep 2024
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W.H. Cornerstone Investments 22k $1.1M 1% Sep 2024
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Koshinski Asset Management 21k $1.1M 12% Sep 2024
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Kooman & Associates 21k $1.1M 2% Sep 2024
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Smith Thornton Advisors 20k $1.1M 15% Sep 2024
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Mml Investors Services 20k $1.1M 6% Sep 2024
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Summit Investment Advisors 20k $1.1M 25% Sep 2024
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Crown Wealth Group 19k $1.0M 161% Sep 2024
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Transcendent Capital Group 19k $1.0M -21% Sep 2024
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Brian McDonald 19k $1.0M -3% Sep 2024
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Robinson Smith Wealth Advisors 18k $976k 7% Sep 2024
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AdvisorNet Financial 18k $952k 1% Sep 2024
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Saxon Interests 18k $949k -1% Sep 2024
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Martel Wealth Advisors 18k $939k 0% Sep 2024
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Avaii Wealth Management 18k $943k 0% Sep 2024
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Midwest Financial Group 18k $941k 0% Sep 2024
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ORG Partners 18k $928k -5% Sep 2024
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Ashton Thomas Private Wealth 17k $923k 0% Sep 2024
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Creative Planning 17k $886k -14% Sep 2024
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Resources Investment Advisors 17k $879k 0% Sep 2024
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SignalPoint Asset Management 17k $871k 61% Sep 2024
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Princeton Global Asset Management 16k $848k 100% Sep 2024
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Syverson Strege & Co 16k $847k -6% Sep 2024
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Petra Financial Advisors 15k $817k 0% Sep 2024
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Greytown Advisors 15k $790k 34% Jun 2024
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Natixis Asset Management Advisors 15k $799k 7% Sep 2024
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Sequoia Financial Advisors 15k $793k -7% Sep 2024
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AlphaMark Advisors 15k $793k 2% Sep 2024
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Madison Wealth Partners 15k $792k 2% Sep 2024
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Farther Finance Advisors 15k $782k -4% Sep 2024
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Jane Street 4.8k $253k -88% Sep 2024
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Wayne Hummer Investments 2.1k $110k -90% Sep 2024
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Valley National Advisers 599.00 $31k -98% Sep 2024
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Who sold out of PIMCO Intermediate Mun Bond Strat Fund?

Fund or Company Name Date Sold Shares Held Valued At
Simplicity Wealth Jun 2024 54k $2.8M
Team Hewins Jun 2024 40k $2.1M
Alpha Financial Partners Jun 2024 22k $1.2M