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 |
|---|---|---|---|---|---|
| CWM | 1.3M | $70M | 9% | Mar 2024 |
|
| Bank of America Corporation | 1.1M | $59M | 24% | Dec 2023 |
|
| Wells Fargo & Company | 919k | $49M | 39% | Dec 2023 |
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| Towneley Capital Management, Inc / DE | 869k | $46M | -3% | Mar 2024 |
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| Bailard | 831k | $44M | 3265% | Dec 2023 |
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| Jpmorgan Chase & Co | 701k | $37M | 87% | Dec 2023 |
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| UBS Group | 692k | $37M | 61% | Dec 2023 |
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| WCG Wealth Advisors | 531k | $28M | -16% | Dec 2023 |
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| Advisor Group Holdings | 528k | $28M | 0% | Dec 2023 |
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| Honkamp Krueger Financial Services | 416k | $22M | 22% | Dec 2023 |
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| MBL Wealth | 400k | $21M | 8% | Mar 2024 |
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| HighTower Advisors | 332k | $18M | -9% | Dec 2023 |
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| Goelzer Investment Management | 288k | $15M | 1412% | Dec 2023 |
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| Sand Hill Advisors | 260k | $14M | 1384% | Dec 2023 |
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| McKinley Carter Wealth Services | 260k | $14M | 2% | Mar 2024 |
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| Gratus Capital | 243k | $13M | 100% | Dec 2023 |
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| Quotient Wealth Partners | 232k | $12M | 100% | Dec 2023 |
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| Orion Portfolio Solutions | 186k | $9.8M | -11% | Dec 2023 |
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| Wealth Alliance Advisory Group | 165k | $8.6M | 10% | Mar 2024 |
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| Fermata Advisors | 163k | $8.6M | -4% | Mar 2024 |
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| Raymond James & Associates | 143k | $7.5M | 3% | Mar 2024 |
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| Capital Analysts | 135k | $7.1M | 3% | Dec 2023 |
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| Arden Trust | 132k | $6.9M | 6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 126k | $6.6M | 4% | Mar 2024 |
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| Stifel Financial | 123k | $6.5M | -27% | Dec 2023 |
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| Royal Bank of Canada | 116k | $6.4M | 10% | Dec 2023 |
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| Commonwealth Equity Services | 116k | $6.1M | 10% | Dec 2023 |
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| Hanson McClain Advisors | 114k | $6.0M | -1% | Mar 2024 |
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| Clear Rock Advisors | 104k | $5.5M | 100% | Dec 2023 |
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| Financial Synergies Wealth Advisors | 104k | $5.4M | 26% | Mar 2024 |
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| Goodwin Investment Advisory | 97k | $5.1M | 445% | Dec 2023 |
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| HPM Partners | 95k | $5.0M | 13% | Dec 2023 |
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| Stephenson National Bank & Trust | 94k | $4.9M | 3% | Mar 2024 |
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| Equita Financial Network | 93k | $4.9M | 58% | Dec 2023 |
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| BKD Wealth Advisors | 90k | $4.7M | -12% | Mar 2024 |
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| Raymond James Financial Services Advisors | 87k | $4.6M | 20% | Mar 2024 |
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| Intl Fcstone | 82k | $4.3M | 7% | Dec 2023 |
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| Kelman-Lazarov | 81k | $4.3M | 187% | Dec 2023 |
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| Visionary Wealth Advisors | 81k | $4.3M | 12% | Dec 2023 |
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| Beta Wealth | 80k | $4.2M | 35% | Dec 2023 |
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| CarsonAllaria Wealth Management | 78k | $4.1M | 6% | Dec 2023 |
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| Baird Financial | 76k | $4.0M | 100% | Dec 2023 |
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| Opal Wealth Advisors | 76k | $4.0M | 0% | Mar 2024 |
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| Optimum Investment Advisors | 75k | $3.9M | 0% | Mar 2024 |
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| First International Bank & Trust | 75k | $3.9M | 4% | Mar 2024 |
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| BCS Wealth Management | 73k | $3.9M | 13% | Dec 2023 |
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| Biltmore Wealth Management | 72k | $3.8M | -75% | Dec 2023 |
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| Condor Capital Management | 70k | $3.7M | 100% | Dec 2023 |
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| Executive Wealth Management | 67k | $3.5M | -32% | Dec 2023 |
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| Legacy Financial Advisors | 65k | $3.5M | 100% | Dec 2023 |
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| Foster & Motley | 64k | $3.4M | -2% | Mar 2024 |
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| Rockefeller Capital Management | 63k | $3.3M | -3% | Dec 2023 |
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| TD Capital Management | 62k | $3.3M | 12% | Dec 2023 |
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| Prestige Wealth Management Group | 56k | $2.9M | 29% | Mar 2024 |
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| SageView Advisory Group | 55k | $2.9M | -4% | Dec 2023 |
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| ERn Financial | 53k | $2.8M | 2% | Mar 2024 |
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| Simplicity Wealth | 52k | $2.7M | 100% | Mar 2024 |
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| Arrowroot Family Office | 51k | $2.7M | 0% | Dec 2023 |
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| Dynamic Advisors Solutions | 51k | $2.7M | 25% | Mar 2024 |
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| R. M. Davis | 51k | $2.7M | -1% | Dec 2023 |
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| Paladin Advisory Group | 50k | $2.7M | -4% | Dec 2023 |
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| PAX Financial Group | 50k | $2.6M | 398% | Dec 2023 |
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| Integrys Wealth Advisors | 47k | $2.5M | -2% | Mar 2024 |
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| Hanson & Doremus Investment Management | 47k | $2.4M | 3% | Mar 2024 |
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| Bleakley Financial Group | 46k | $2.4M | 0% | Dec 2023 |
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| Sawtooth Asset Management | 46k | $2.4M | 0% | Dec 2023 |
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| IAM Advisory | 44k | $2.3M | 165% | Mar 2024 |
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| Cornerstone Wealth Management | 44k | $2.3M | -1% | Mar 2024 |
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| Cyndeo Wealth Partners | 43k | $2.2M | 10% | Mar 2024 |
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| Smart Money Group | 42k | $2.2M | -10% | Dec 2023 |
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| Cedar Point Capital Partners | 39k | $2.1M | 100% | Dec 2023 |
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| Westside Investment Management | 38k | $2.0M | 0% | Mar 2024 |
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| McAdam | 37k | $2.0M | 0% | Mar 2024 |
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| Private Trust Co Na | 37k | $1.9M | -3% | Mar 2024 |
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| Valley National Advisers | 36k | $1.9M | 8% | Mar 2024 |
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| Kowal Investment Group | 36k | $1.9M | -3% | Mar 2024 |
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| Austin Wealth Management | 35k | $1.8M | -9% | Dec 2023 |
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| Aviance Capital Partners | 30k | $1.6M | -6% | Mar 2024 |
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| Janney Capital Management | 30k | $1.6M | 58% | Dec 2023 |
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| Flagstone Financial Management | 29k | $1.6M | 100% | Dec 2023 |
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| Sequoia Financial Advisors | 29k | $1.5M | 37% | Dec 2023 |
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| ValMark Advisers | 29k | $1.5M | 0% | Dec 2023 |
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| Landmark Wealth Management | 29k | $1.5M | 22% | Mar 2024 |
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| Patten | 28k | $1.5M | 6% | Mar 2024 |
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| Duncan Williams Asset Management | 28k | $1.5M | 100% | Mar 2024 |
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| Strategic Financial | 28k | $1.5M | 19% | Dec 2023 |
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| Benchmark Financial Wealth Advisors | 27k | $1.4M | 100% | Mar 2024 |
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| Rockland Trust | 27k | $1.4M | -6% | Mar 2024 |
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| Transcendent Capital Group | 26k | $1.4M | 0% | Mar 2024 |
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| National Asset Management | 25k | $1.3M | 16% | Dec 2023 |
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| Captrust Financial Advisors | 23k | $1.2M | -19% | Dec 2023 |
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| Team Hewins | 22k | $1.2M | 100% | Dec 2023 |
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| W.H. Cornerstone Investments | 21k | $1.1M | 82% | Dec 2023 |
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| H D Vest Advisory Services | 21k | $1.1M | 11% | Dec 2023 |
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| Kestra Advisory Services | 21k | $1.1M | 87% | Dec 2023 |
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| Wayne Hummer Investments | 21k | $1.1M | 2% | Dec 2023 |
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| Kooman & Associates | 20k | $1.1M | -14% | Dec 2023 |
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| Saxon Interests | 20k | $1.1M | 0% | Mar 2024 |
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| Bank of New York Mellon | 20k | $1.1M | -61% | Mar 2024 |
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| Avaii Wealth Management | 19k | $1.0M | 33% | Dec 2023 |
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| Private Advisor | 19k | $995k | 15% | Dec 2023 |
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| Lincoln National | 19k | $983k | 315% | Dec 2023 |
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| Inspire Advisors | 19k | $980k | 12% | Dec 2023 |
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| Granite Bay Wealth Management | 18k | $914k | -63% | Dec 2023 |
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| Alpha Financial Partners | 18k | $969k | 100% | Dec 2023 |
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| Viawealth | 18k | $965k | 8% | Dec 2023 |
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| Robinson Smith Wealth Advisors | 18k | $954k | 1% | Mar 2024 |
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| AdvisorNet Financial | 18k | $928k | 1% | Mar 2024 |
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| Ashton Thomas Private Wealth | 17k | $914k | 62% | Mar 2024 |
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| Koshinski Asset Management | 17k | $919k | 100% | Dec 2023 |
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| Williams & Novak | 17k | $913k | 0% | Mar 2024 |
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| Midwest Financial Group | 17k | $899k | -1% | Mar 2024 |
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| Creative Planning | 16k | $865k | -1% | Dec 2023 |
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| GAMMA Investing | 16k | $838k | 68% | Mar 2024 |
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| Petra Financial Advisors | 15k | $809k | -2% | Mar 2024 |
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| Avestar Capital | 15k | $781k | 100% | Dec 2023 |
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| EisnerAmper Wealth Management Corporate Benefits | 15k | $766k | 73% | Dec 2023 |
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| Raymond James Trust | 14k | $748k | 23% | Mar 2024 |
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| Syverson Strege & Co | 14k | $750k | 54% | Dec 2023 |
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| Putnam Fl Investment Management | 14k | $720k | -10% | Dec 2023 |
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| Summit Investment Advisors | 14k | $711k | 5% | Dec 2023 |
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| Stratos Wealth Partners | 13k | $704k | 52% | Mar 2024 |
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| Kingfisher Capital | 13k | $699k | 5% | Dec 2023 |
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| Natixis Asset Management Advisors | 13k | $682k | 3% | Mar 2024 |
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| Madison Wealth Partners | 13k | $684k | 4% | Dec 2023 |
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| Branch Banking & Trust Company | 13k | $683k | 0% | Dec 2023 |
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| Bedel Financial Consulting | 13k | $673k | 0% | Dec 2023 |
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| Fragasso | 13k | $663k | 29% | Mar 2024 |
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| Vertex Planning Partners | 13k | $667k | -73% | Dec 2023 |
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| Kingsview Wealth Management | 13k | $664k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 12k | $657k | 2878% | Dec 2023 |
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| Anchor Investment Management | 12k | $656k | -3% | Dec 2023 |
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| Coldstream Capital Management | 12k | $651k | -3% | Dec 2023 |
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| RWM Asset Management | 12k | $634k | 100% | Mar 2024 |
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| Astoria Portfolio Advisors | 12k | $626k | -5% | Mar 2024 |
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| Wetherby Asset Management | 12k | $636k | 100% | Dec 2023 |
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| Advisory Services Network | 12k | $611k | 37% | Dec 2023 |
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| Janney Montgomery Scott | 11k | $599k | 4% | Dec 2023 |
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| AlphaMark Advisors | 11k | $594k | 9% | Mar 2024 |
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| Econ Financial Services Corp | 11k | $596k | 0% | Dec 2023 |
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| Newman Dignan & Sheerar | 11k | $580k | 6% | Dec 2023 |
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| Breakwater Capital Group | 11k | $570k | 3% | Mar 2024 |
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| Change Path | 11k | $572k | 22% | Dec 2023 |
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| Stratos Wealth Advisors | 11k | $566k | 0% | Mar 2024 |
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| Bartlett & Co. | 11k | $568k | 424% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 11k | $568k | 424% | Dec 2023 |
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| EP Wealth Advisors | 11k | $562k | 81% | Dec 2023 |
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| PFG Financial Advisors | 10k | $546k | 0% | Mar 2024 |
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| Brandywine Oak Private Wealth | 10k | $547k | 100% | Dec 2023 |
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| Level Four Advisory Services | 10k | $534k | 90% | Dec 2023 |
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| Streettalk Advisors | 9.9k | $524k | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 9.8k | $513k | -43% | Mar 2024 |
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| Miracle Mile Advisors | 8.8k | $462k | -34% | Mar 2024 |
|
| Sunesis Advisors | 6.6k | $351k | -67% | Dec 2023 |
|
| Emerald Investment Partners | 2.3k | $122k | -87% | Dec 2023 |
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Who sold out of PIMCO Intermediate Mun Bond Strat Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Steel Peak Wealth Management | Dec 2023 | 94k | $5.0M |
| Shotwell Rutter Baer | Dec 2023 | 51k | $2.7M |
| Orrstown Financial Services | Dec 2023 | 38k | $2.0M |
| Revisor Wealth Management | Dec 2023 | 19k | $981k |
| Jane Street | Sep 2023 | 13k | $663k |
| Hurlow Wealth Management Group | Dec 2023 | 12k | $653k |
| Lakeview Capital Partners | Sep 2023 | 10k | $504k |