Who owns PIMCO Intermediate Mun Bond Strat Fund?
- Ticker: MUNI
- CUSIP Number: 72201R866
Tip: Access positions for across all investors
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 |
---|---|---|---|---|---|
Morgan Stanley | 1.4M | $80M | 10% | Jun 2024 |
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LPL Financial | 1.4M | $73M | 7% | Jun 2024 |
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CWM | 1.3M | $69M | -1% | Jun 2024 |
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Bank of America Corporation | 1.2M | $64M | 5% | Jun 2024 |
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Wells Fargo & Company | 1.1M | $60M | 11% | Jun 2024 |
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Jpmorgan Chase & Co | 886k | $46M | 3% | Jun 2024 |
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Towneley Capital Management, Inc / DE | 836k | $44M | -4% | Jun 2024 |
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WCG Wealth Advisors | 543k | $28M | 18% | Jun 2024 |
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UBS Group | 542k | $28M | -22% | Mar 2024 |
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Bailard | 517k | $27M | -24% | Jun 2024 |
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MBL Wealth | 421k | $22M | 5% | Jun 2024 |
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Dynasty Wealth Management | 387k | $20M | 9% | Jun 2024 |
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Cercano Management | 385k | $20M | 100% | Mar 2024 |
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Honkamp Krueger Financial Services | 378k | $20M | -3% | Jun 2024 |
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Quotient Wealth Partners | 338k | $18M | 9% | Jun 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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Thrivent Financial for Lutherans | 314k | $17M | 100% | Mar 2024 |
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Envestnet Asset Management | 303k | $16M | 9% | Jun 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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McKinley Carter Wealth Services | 256k | $13M | -1% | Jun 2024 |
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Goelzer Investment Management | 234k | $12M | -6% | Jun 2024 |
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Raymond James & Associates | 187k | $9.7M | 31% | Jun 2024 |
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Orion Portfolio Solutions | 177k | $9.3M | -5% | Mar 2024 |
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Sand Hill Advisors | 171k | $8.9M | -1% | Jun 2024 |
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Wealth Alliance Advisory Group | 170k | $8.9M | 3% | Jun 2024 |
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Cambridge Investment Research Advisors | 170k | $8.9M | 35% | Jun 2024 |
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XML Financial | 165k | $8.6M | -16% | Jun 2024 |
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Capital Analysts | 162k | $8.5M | 20% | Mar 2024 |
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Fermata Advisors | 161k | $8.4M | -1% | Jun 2024 |
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Equita Financial Network | 158k | $8.2M | 10% | Jun 2024 |
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Advisor Group Holdings | 153k | $8.0M | -71% | Mar 2024 |
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Stifel Financial | 150k | $7.8M | 20% | Jun 2024 |
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Kestra Investment Management | 148k | $7.7M | 100% | Jun 2024 |
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Commonwealth Equity Services | 146k | $7.6M | 11% | Jun 2024 |
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Royal Bank of Canada | 140k | $7.7M | 9% | Jun 2024 |
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Vantage Financial Partners | 135k | $7.0M | 7% | Jun 2024 |
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Arden Trust | 133k | $6.9M | 1% | Jun 2024 |
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Raymond James Financial Services Advisors | 126k | $6.6M | 45% | Jun 2024 |
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Hanson McClain Advisors | 126k | $6.6M | 10% | Jun 2024 |
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R. M. Davis | 124k | $6.5M | 152% | Jun 2024 |
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HPM Partners | 119k | $6.2M | 24% | Jun 2024 |
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Clear Rock Advisors | 117k | $6.1M | 6% | Jun 2024 |
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TD Capital Management | 113k | $5.9M | 27% | Jun 2024 |
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Financial Synergies Wealth Advisors | 103k | $5.4M | 0% | Jun 2024 |
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BCS Wealth Management | 103k | $5.3M | 14% | Jun 2024 |
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Rehmann Capital Advisory | 95k | $4.9M | 13% | Jun 2024 |
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Shotwell Rutter Baer | 95k | $4.9M | 100% | Jun 2024 |
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Intl Fcstone | 92k | $4.8M | 27% | Jun 2024 |
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Stephenson National Bank & Trust | 91k | $4.8M | -3% | Jun 2024 |
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Goodwin Investment Advisory | 91k | $4.7M | -3% | Jun 2024 |
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Smart Money Group | 88k | $4.6M | 91% | Jun 2024 |
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Visionary Wealth Advisors | 87k | $4.5M | 1% | Jun 2024 |
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Kelman-Lazarov | 85k | $4.4M | 2% | Jun 2024 |
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BKD Wealth Advisors | 84k | $4.4M | -6% | Jun 2024 |
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First International Bank & Trust | 80k | $4.2M | 7% | Jun 2024 |
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CarsonAllaria Wealth Management | 79k | $4.1M | 4% | Jun 2024 |
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Baird Financial | 76k | $4.0M | 0% | Mar 2024 |
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Optimum Investment Advisors | 75k | $3.9M | 0% | Jun 2024 |
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Biltmore Wealth Management | 73k | $3.8M | 1% | Jun 2024 |
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Flagstone Financial Management | 66k | $3.4M | 28% | Jun 2024 |
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Kestra Advisory Services | 63k | $3.3M | 85% | Jun 2024 |
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Foster & Motley | 63k | $3.3M | -2% | Jun 2024 |
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PAX Financial Group | 62k | $3.2M | -2% | Jun 2024 |
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Renaissance Technologies | 62k | $3.2M | -61% | Jun 2024 |
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Opal Wealth Advisors | 62k | $3.2M | -19% | Jun 2024 |
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Econ Financial Services Corp | 61k | $3.2M | 38% | Jun 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 | $2.9M | 0% | Jun 2024 |
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SageView Advisory Group | 55k | $2.9M | 100% | Jun 2024 |
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ERn Financial | 54k | $2.8M | 2% | Jun 2024 |
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Simplicity Wealth | 54k | $2.8M | 3% | Jun 2024 |
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Bleakley Financial Group | 54k | $2.8M | 3% | Jun 2024 |
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Executive Wealth Management | 53k | $2.7M | -1% | Jun 2024 |
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Financial Engines Advisors L.L.C | 52k | $2.7M | 100% | Mar 2024 |
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Arrowroot Family Office | 51k | $2.6M | 2% | Jun 2024 |
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Paladin Advisory Group | 51k | $2.6M | 0% | Jun 2024 |
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Beta Wealth | 49k | $2.6M | 5% | Jun 2024 |
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Dynamic Advisors Solutions | 48k | $2.5M | -6% | Jun 2024 |
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Integrys Wealth Advisors | 47k | $2.4M | 0% | Jun 2024 |
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Change Path | 46k | $2.4M | 95% | Jun 2024 |
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IAM Advisory | 46k | $2.4M | 3% | Jun 2024 |
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Hanson & Doremus Investment Management | 45k | $2.4M | -3% | Jun 2024 |
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Cornerstone Wealth Management | 45k | $2.3M | 2% | Jun 2024 |
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Prosperity Consulting Group | 43k | $2.2M | 5% | Jun 2024 |
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Steward Partners Investment Advisory | 42k | $2.2M | 0% | Jun 2024 |
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Cedar Point Capital Partners | 41k | $2.1M | -4% | Jun 2024 |
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Cyndeo Wealth Partners | 40k | $2.1M | -6% | Jun 2024 |
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Team Hewins | 40k | $2.1M | 83% | Jun 2024 |
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Jane Street | 40k | $2.1M | -47% | Jun 2024 |
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Valley National Advisers | 38k | $2.0M | 4% | Jun 2024 |
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Private Trust Co Na | 37k | $1.9M | 0% | Jun 2024 |
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Austin Wealth Management | 37k | $1.9M | 3% | Jun 2024 |
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Westside Investment Management | 36k | $1.9M | -4% | Jun 2024 |
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Integrated Wealth Concepts | 35k | $1.8M | 50% | Jun 2024 |
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Viawealth | 35k | $1.8M | 16% | Jun 2024 |
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Kowal Investment Group | 35k | $1.8M | -3% | Jun 2024 |
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Putnam Fl Investment Management | 33k | $1.7M | 455% | Jun 2024 |
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H D Vest Advisory Services | 33k | $1.7M | 24% | Jun 2024 |
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Patten | 32k | $1.7M | 14% | Jun 2024 |
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Duncan Williams Asset Management | 30k | $1.6M | 8% | Jun 2024 |
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Aviance Capital Partners | 30k | $1.6M | 0% | Jun 2024 |
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Janney Capital Management | 30k | $1.6M | 0% | Jun 2024 |
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McAdam | 30k | $1.6M | -20% | Jun 2024 |
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Warren Averett Asset Management | 30k | $1.6M | 100% | Mar 2024 |
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Kings Path Partners | 29k | $1.5M | 100% | Jun 2024 |
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Landmark Wealth Management | 29k | $1.5M | 1% | Jun 2024 |
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ValMark Advisers | 29k | $1.5M | 0% | Jun 2024 |
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Benchmark Financial Wealth Advisors | 29k | $1.5M | 8% | Jun 2024 |
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Morton Brown Family Wealth | 29k | $1.5M | 100% | Jun 2024 |
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Rockland Trust | 27k | $1.4M | 1% | Jun 2024 |
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Legacy Capital Wealth Partners | 26k | $1.4M | 100% | Jun 2024 |
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IHT Wealth Management | 26k | $1.4M | -1% | Mar 2024 |
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Williams & Novak | 25k | $1.3M | 45% | Jun 2024 |
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National Asset Management | 25k | $1.3M | 16% | Jun 2024 |
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Transcendent Capital Group | 25k | $1.3M | -1% | Jun 2024 |
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Brandywine Oak Private Wealth | 23k | $1.2M | 109% | Jun 2024 |
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Alpha Financial Partners | 22k | $1.2M | 18% | Jun 2024 |
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W.H. Cornerstone Investments | 21k | $1.1M | 0% | Jun 2024 |
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Captrust Financial Advisors | 21k | $1.1M | -3% | Jun 2024 |
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Private Advisor | 21k | $1.1M | 0% | Jun 2024 |
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Wayne Hummer Investments | 20k | $1.1M | 1% | Jun 2024 |
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Kooman & Associates | 20k | $1.1M | -3% | Jun 2024 |
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Brian McDonald | 20k | $1.0M | 5% | Jun 2024 |
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Creative Planning | 20k | $1.0M | 31% | Jun 2024 |
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Inspire Advisors | 19k | $1.0M | 1% | Jun 2024 |
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Mml Investors Services | 19k | $992k | -31% | Jun 2024 |
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Koshinski Asset Management | 19k | $976k | 0% | Jun 2024 |
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ORG Partners | 19k | $957k | 100% | Jun 2024 |
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Saxon Interests | 18k | $944k | -10% | Jun 2024 |
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Avaii Wealth Management | 18k | $930k | -7% | Jun 2024 |
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AdvisorNet Financial | 18k | $929k | 1% | Jun 2024 |
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Midwest Financial Group | 18k | $926k | 4% | Jun 2024 |
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Smith Thornton Advisors | 18k | $919k | 100% | Jun 2024 |
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Breakwater Capital Group | 18k | $911k | 61% | Jun 2024 |
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Ashton Thomas Private Wealth | 17k | $907k | 0% | Jun 2024 |
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Robinson Smith Wealth Advisors | 17k | $895k | -5% | Jun 2024 |
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Syverson Strege & Co | 17k | $883k | 23% | Jun 2024 |
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Certified Advisory Corp | 17k | $872k | 23% | Jun 2024 |
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Resources Investment Advisors | 17k | $863k | 14% | Jun 2024 |
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Sequoia Financial Advisors | 16k | $837k | -1% | Jun 2024 |
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Summit Investment Advisors | 16k | $831k | 13% | Jun 2024 |
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Farther Finance Advisors | 15k | $799k | 290% | Jun 2024 |
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Petra Financial Advisors | 15k | $803k | 0% | Jun 2024 |
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Greytown Advisors | 15k | $790k | 34% | Jun 2024 |
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AlphaMark Advisors | 15k | $767k | 30% | Jun 2024 |
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Madison Wealth Partners | 15k | $764k | 2% | Jun 2024 |
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GAMMA Investing | 8.8k | $458k | -45% | Jun 2024 |
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Bank of New York Mellon | 5.9k | $309k | -71% | Jun 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 |
---|---|---|---|
Lincoln National | Mar 2024 | 20k | $1.1M |