Who owns PIMCO Intermediate Mun Bond Strat Fund?
- Ticker: MUNI
- CUSIP Number: 72201R866
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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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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 |
|
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 |
|
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 |