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
CWM 791k $44M 20% Mar 2021
Bank of America Corporation 525k $30M 8% Mar 2021
Signify Wealth 453k $25M 12% Mar 2021
Compass Ion Advisors 319k $18M 67% Mar 2021
UBS Group 304k $17M 3% Mar 2021
Wells Fargo & Company 287k $16M 1% Mar 2021
HighTower Advisors 203k $11M 0% Mar 2021
Advisor Group Holdings 198k $11M 16% Mar 2021
FMR 192k $11M 33% Mar 2021
LPL Financial 145k $8.2M 7% Mar 2021
Stephenson National Bank & Trust 125k $7.0M 4% Mar 2021

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CLS Investments 117k $6.6M -11% Mar 2021
Jpmorgan Chase & Co 109k $6.1M 772% Mar 2021
Rockefeller Capital Management 102k $5.7M -3% Mar 2021
Stifel Financial 88k $4.9M 9% Mar 2021
MBL Wealth 76k $4.3M -5% Mar 2021
Private Advisor 76k $4.3M 16% Mar 2021
Envestnet Asset Management 70k $3.9M 23% Mar 2021
Royal Bank of Canada 70k $3.9M -5% Mar 2021
Cornerstone Wealth Management 70k $3.9M -1% Mar 2021
Hennion & Walsh Asset Management 66k $3.7M 100% Mar 2021
Beaumont Financial Partners 65k $3.6M 1% Mar 2021
Raymond James Financial Services Advisors 54k $3.1M 77% Mar 2021
Foster & Motley 51k $2.9M -2% Mar 2021
Stokes Capital Advisors 47k $2.6M 0% Mar 2021
Patten 40k $2.3M 6% Mar 2021
Sunesis Advisors 39k $2.2M -4% Mar 2021
Thrivent Financial for Lutherans 37k $2.1M 18% Mar 2021
Adviser Investments 37k $2.1M 0% Mar 2021
Rehmann Capital Advisory 36k $2.0M 18% Mar 2021
Commonwealth Equity Services 36k $2.0M 9% Mar 2021
Executive Wealth Management 32k $1.8M 2% Mar 2021
Aviance Capital Partners 31k $1.7M 6% Mar 2021
Retirement Planning Group 31k $1.7M 3% Mar 2021
Clark Capital Management Group 30k $1.7M 6% Mar 2021
Occidental Asset Management 29k $1.6M 33% Mar 2021
Janney Capital Management 25k $1.4M 12% Mar 2021
Captrust Financial Advisors 25k $1.4M -1% Mar 2021
Janney Montgomery Scott 25k $1.4M -2% Mar 2021
BEAM Asset Management 24k $1.4M -12% Mar 2021
Mml Investors Services 23k $1.3M 55% Mar 2021
Creative Planning 22k $1.3M -2% Mar 2021
Summit X 20k $1.1M 31% Mar 2021
Toroso Investments 20k $1.1M 100% Mar 2021
Bank of New York Mellon 20k $1.1M 0% Mar 2021
Hanson & Doremus Investment Management 20k $1.1M 14% Mar 2021
Kingfisher Capital 19k $1.1M 8% Mar 2021
Mid Atlantic Financial Management 19k $1.1M 100% Mar 2021
AdvisorNet Financial 18k $998k -6% Mar 2021
Orion Portfolio Solutions 17k $950k 15% Mar 2021
Aveo Capital Partners 17k $928k 70% Mar 2021
Goldman Sachs Group 16k $895k 0% Mar 2021
Bridger Capital Management 15k $844k 2% Mar 2021
Branch Banking & Trust Company 15k $832k -3% Mar 2021
P.J. Schmidt Investment Management 15k $825k -30% Mar 2021
Steel Peak Wealth Management 14k $808k -74% Mar 2021
First Trust Advisors 14k $760k -16% Mar 2021
Harborview Advisors 13k $753k -16% Mar 2021
Avondale Wealth Management 12k $694k 0% Mar 2021
Citigroup 12k $687k -12% Mar 2021
Raymond James & Associates 12k $646k 59% Mar 2021
Leisure Capital Management 10k $586k 111% Mar 2021
IHT Wealth Management 9.9k $563k 100% Dec 2020
Jane Street 9.6k $538k -93% Mar 2021
Financial Network Investment Corporation 9.5k $532k 0% Mar 2021
Matrix Asset Advisors 8.9k $501k 0% Mar 2021
Capstone Triton Financial Group 8.8k $499k 100% Dec 2020
Oppenheimer & Co 8.7k $491k 9% Mar 2021
Kestra Advisory Services 8.5k $479k -20% Mar 2021
R. M. Davis 8.4k $472k 88% Mar 2021
Capital One Financial Corp 8.3k $467k 77% Mar 2021
H D Vest Advisory Services 7.8k $439k 52% Mar 2021
Wilbanks Smith & Thomas Asset Management 7.6k $427k 36% Mar 2021
Geneos Wealth Management 7.3k $409k 100% Dec 2020
Dynamic Advisors Solutions 7.2k $403k 23% Mar 2021
Prospera Financial Services 7.0k $393k 0% Mar 2021
Clearview Wealth Advisors 6.6k $373k -6% Mar 2021
Davenport & Co 6.5k $366k 2% Mar 2021
Integrated Wealth Concepts 6.4k $359k 0% Mar 2021
Kelman-Lazarov 6.2k $347k -5% Mar 2021
Tortoise Investment Management 6.2k $346k 13% Mar 2021
Castle Rock Wealth Management 6.0k $339k 0% Mar 2021
Firethorn Wealth Partners 6.0k $338k 100% Dec 2020
Prestige Wealth Management Group 5.8k $323k 100% Mar 2021
Cetera Investment Advisers 5.7k $320k 100% Mar 2021
Main Street Financial Solutions 5.6k $317k 0% Mar 2021
Paragon Capital Management 5.5k $309k 3% Mar 2021
Belpointe Asset Management 5.3k $299k 0% Mar 2021
Cypress Wealth Services 5.2k $292k 0% Mar 2021
First Heartland Consultants 5.2k $294k -7% Dec 2020
PFG Financial Advisors 5.2k $291k 12% Mar 2021
Spire Wealth Management 5.2k $291k 100% Mar 2021
Oxford Financial 5.2k $290k 0% Mar 2021
SignalPoint Asset Management 4.9k $275k 9% Mar 2021
Voya Financial Advisors 4.8k $267k -63% Mar 2021
BerganKDV Wealth Management 4.7k $264k 4% Mar 2021
Baird Financial 4.5k $254k 0% Mar 2021
Benjamin F. Edwards & Company 4.2k $236k 0% Mar 2021
AlphaMark Advisors 4.2k $236k 133% Mar 2021
JSF Financial 4.0k $225k 0% Mar 2021
Flow Traders US 4.0k $226k 100% Dec 2020
Signature Estate and Investment Advisors 4.0k $223k 4% Mar 2021
Gladstone Institutional Advisory 3.9k $223k 1% Dec 2020
Endurance Wealth Management 3.8k $214k 0% Mar 2021
Argent Trust 3.7k $210k 0% Mar 2021
Old Mission Capital 3.7k $208k 100% Mar 2021
Wunderlich Securities 3.7k $210k -74% Dec 2020
Claro Advisors 3.6k $202k 0% Mar 2021
Fragasso 3.6k $202k 0% Mar 2021
Park Avenue Securities 3.6k $201k 100% Mar 2021
Coldstream Capital Management 3.5k $201k 100% Dec 2020
Sowell Financial Services 3.3k $188k 594% Mar 2021
NEXT Financial 3.0k $168k 16% Mar 2021
Huntington National Bank 2.1k $120k -4% Mar 2021
Capital Analysts 1.7k $94k 0% Dec 2020
Total Clarity Wealth Management 1.5k $81k 100% Mar 2021
Covington Capital Management 1.3k $76k 0% Mar 2021
Rosenberg Matthew Hamilton 1.3k $75k 0% Mar 2021
Us Bancorp 1.2k $69k 100% Mar 2021
Barrett Asset Management 1.0k $56k 100% Mar 2021
Whittier Trust Co. of Nevada 501.00 $28k 0% Mar 2021
Bartlett & Co. 450.00 $25k 0% Mar 2021
Proequities 447.00 $25k 0% Mar 2021
Syverson Strege & Co 274.00 $15k 100% Mar 2021
Private Capital Group 272.00 $15k 0% Mar 2021
Stonebridge Capital Advisors 260.00 $15k 100% Mar 2021
Steward Partners Investment Advisory 255.00 $14k 100% Mar 2021
Capital Investment Advisory Services 200.00 $11k 0% Mar 2021
Winslow, Evans & Crocker 200.00 $11k 0% Dec 2020
Pnc Financial Services 199.00 $11k -20% Mar 2021
James Investment Research 133.00 $7.0k 0% Mar 2021
Wealthcare Advisory Partners 100.00 $6.0k 100% Mar 2021
Hoover Financial Advisors 84.00 $5.0k 75% Mar 2021

Who sold out of PIMCO Intermediate Mun Bond Strat Fund?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 427k $24M
Pfs Investments Dec 2020 59k $3.3M
Cambridge Investment Research Advisors Dec 2020 11k $618k
Clear Creek Financial Management Dec 2020 8.6k $486k
Harwood Advisory Sep 2020 6.7k $378k
Beacon Financial Advisory Dec 2020 4.9k $280k
Hilltop Holdings Sep 2020 4.3k $240k
Luther King Capital Management Corporation Dec 2020 3.9k $219k
Advisory Services Network Dec 2020 1.3k $74k
Valley National Advisers Dec 2020 123.00 $7.0k