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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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 |
|
| 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 | 0% | Sep 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 |
|
| 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 |
|
| Valley National Advisers | 599.00 | $31k | -98% | Sep 2024 |
|
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 |