Who owns PIMCO?
- Ticker: PYLD
- CUSIP Number: 72201r585
Tip: Access positions for across all investors
Analyze quarterly positions in Pimco with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Pimco stock
Who bought or sold PIMCO this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Retirement Planning Group | 2.7M | $73M | 47% | Sep 2024 |
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| Sequoia Financial Advisors | 2.6M | $69M | 14% | Sep 2024 |
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| LPL Financial | 2.2M | $58M | 106% | Sep 2024 |
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| AE Wealth Management | 2.1M | $57M | 256% | Sep 2024 |
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| HighTower Advisors | 1.9M | $50M | 80% | Jun 2024 |
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| Goss Wealth Management | 1.5M | $38M | 410% | Jun 2024 |
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| Krilogy Financial | 1.4M | $39M | 13% | Sep 2024 |
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| Envestnet Asset Management | 1.3M | $36M | 24% | Sep 2024 |
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| Family Investment Center | 1.3M | $34M | 259% | Sep 2024 |
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| Wells Fargo & Company | 968k | $26M | -4% | Sep 2024 |
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| Berger Financial Group | 919k | $25M | 1% | Sep 2024 |
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| Falcon Wealth Planning | 909k | $24M | 100% | Sep 2024 |
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| WCG Wealth Advisors | 892k | $24M | -7% | Sep 2024 |
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| TCG Advisory Services | 845k | $22M | 1497% | Jun 2024 |
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| Cardinal Point Capital Management, ULC | 821k | $22M | 912% | Sep 2024 |
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| Kelman-Lazarov | 808k | $22M | 3% | Sep 2024 |
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| Wealth Alliance Advisory Group | 730k | $19M | 3% | Sep 2024 |
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| Sanchez Wealth Management Group | 719k | $19M | 6% | Sep 2024 |
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| EnRich Financial Partners | 718k | $19M | 5% | Sep 2024 |
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| Bridgewealth Advisory Group | 642k | $17M | 14% | Sep 2024 |
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| Gemmer Asset Management | 611k | $16M | 100% | Sep 2024 |
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| Trajan Wealth | 589k | $16M | 100% | Sep 2024 |
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| Aveo Capital Partners | 569k | $15M | 6% | Sep 2024 |
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| Royal Bank of Canada | 567k | $15M | 16% | Sep 2024 |
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| MinichMacGregor Wealth Management | 518k | $14M | 4% | Sep 2024 |
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| Pictet North America Advisors SA | 510k | $14M | -6% | Sep 2024 |
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| Orion Portfolio Solutions | 505k | $14M | -4% | Sep 2024 |
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| Fortress Wealth Management | 496k | $13M | 46% | Sep 2024 |
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| Resources Investment Advisors | 466k | $12M | 68% | Sep 2024 |
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| Astor Investment Management | 453k | $12M | -9% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 439k | $11M | 12% | Jun 2024 |
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| Castle Wealth Management | 429k | $11M | 99% | Sep 2024 |
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| Crestmont Private Wealth | 410k | $11M | 7% | Sep 2024 |
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| Financial Futures Ltd Liability | 407k | $11M | 9% | Sep 2024 |
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| Change Path | 389k | $10M | 131% | Sep 2024 |
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| Bare Financial Services | 384k | $10M | 143% | Sep 2024 |
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| Integrated Wealth Concepts | 358k | $9.5M | 4% | Sep 2024 |
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| John W. Brooker & Co., CPAs | 331k | $8.8M | 29% | Sep 2024 |
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| Cambridge Investment Research Advisors | 319k | $8.5M | 9% | Sep 2024 |
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| Precision Wealth Strategies | 317k | $8.4M | -9% | Sep 2024 |
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| Captrust Financial Advisors | 306k | $8.2M | 90% | Sep 2024 |
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| Halbert Hargrove Global Advisors | 281k | $7.5M | 100% | Sep 2024 |
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| Elevated Capital Advisors | 260k | $6.9M | 100% | Sep 2024 |
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| Great Valley Advisor Group | 259k | $6.9M | 57% | Sep 2024 |
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| Advisor Group Holdings | 242k | $6.4M | 191% | Sep 2024 |
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| Waterway Wealth Management | 239k | $6.4M | 100% | Sep 2024 |
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| CWM | 239k | $6.4M | 13% | Sep 2024 |
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| Dechtman Wealth Management | 233k | $6.2M | 100% | Sep 2024 |
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| Blue Investment Partners | 232k | $6.0M | 100% | Jun 2024 |
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| Sowell Financial Services | 231k | $6.2M | 6% | Sep 2024 |
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| Strata Wealth Advisors | 220k | $5.9M | 2% | Sep 2024 |
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| Symphony Financial Services | 218k | $5.8M | 100% | Sep 2024 |
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| Lokken Investment Group | 188k | $5.0M | 100% | Sep 2024 |
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| Beacon Financial Advisory | 187k | $5.0M | 58% | Sep 2024 |
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| Mutual Advisors | 185k | $4.8M | 115% | Sep 2024 |
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| Morgan Stanley | 184k | $4.7M | 15% | Jun 2024 |
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| Quadcap Wealth Management | 181k | $4.8M | 100% | Sep 2024 |
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| Hedeker Wealth Management | 180k | $4.8M | 5% | Sep 2024 |
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| GeoWealth Management | 176k | $4.7M | 19% | Sep 2024 |
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| Sentinel Pension Advisors | 172k | $4.6M | 32% | Sep 2024 |
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| Beta Wealth | 171k | $4.6M | 9% | Sep 2024 |
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| Rfg Holdings | 171k | $4.5M | 246% | Sep 2024 |
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| CarsonAllaria Wealth Management | 162k | $4.3M | 21% | Sep 2024 |
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| Essex Financial Services | 162k | $4.3M | 38% | Sep 2024 |
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| Bleakley Financial Group | 160k | $4.3M | 0% | Sep 2024 |
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| Delta Investment Management | 157k | $4.2M | 11% | Sep 2024 |
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| Daymark Wealth Partners | 154k | $4.1M | 100% | Sep 2024 |
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| First Heartland Consultants | 153k | $4.1M | -79% | Sep 2024 |
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| Atria Investments | 147k | $3.9M | -2% | Sep 2024 |
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| Ritter Daniher Financial Advisory LLC / DE | 145k | $3.9M | 100% | Sep 2024 |
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| Commonwealth Equity Services | 141k | $3.8M | 54% | Sep 2024 |
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| Fiduciary Alliance | 139k | $3.7M | 100% | Sep 2024 |
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| ERn Financial | 134k | $3.6M | 44% | Sep 2024 |
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| Legacy Capital Group California | 127k | $3.4M | -1% | Sep 2024 |
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| Hutchens & Kramer Investment Management Group | 126k | $3.4M | 56% | Sep 2024 |
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| Williams & Novak | 116k | $3.1M | -46% | Sep 2024 |
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| ORBA Wealth Advisors | 114k | $3.0M | 100% | Sep 2024 |
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| PAX Financial Group | 113k | $2.9M | 74% | Jun 2024 |
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| Walkner Condon Financial Advisors | 108k | $2.9M | 47% | Sep 2024 |
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| Harbour Investments | 100k | $2.7M | 100% | Sep 2024 |
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| TrinityPoint Wealth | 99k | $2.6M | 100% | Sep 2024 |
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| Lake Street Financial | 99k | $2.6M | 48% | Sep 2024 |
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| Advocacy Wealth Management Services | 98k | $2.6M | 100% | Sep 2024 |
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| Menard Financial Group | 96k | $2.6M | -2% | Sep 2024 |
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| Parallel Advisors | 96k | $2.5M | 6% | Sep 2024 |
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| CIBC World Markets | 93k | $2.5M | 26% | Sep 2024 |
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| Roger Wittlin Investment Advisory | 93k | $2.5M | 21% | Sep 2024 |
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| Synovus Financial Corp. | 92k | $2.4M | 97% | Sep 2024 |
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| Horizon Investments | 89k | $2.3M | 2% | Sep 2024 |
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| Visionary Wealth Advisors | 87k | $2.3M | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 82k | $2.2M | 65% | Sep 2024 |
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| Renaissance Technologies | 78k | $2.1M | 100% | Sep 2024 |
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| Ameritas Advisory Services | 75k | $2.0M | 18% | Sep 2024 |
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| Crown Wealth Group | 74k | $2.0M | 100% | Sep 2024 |
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| Relative Value Partners | 67k | $1.7M | 100% | Jun 2024 |
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| EverSource Wealth Advisors | 65k | $1.7M | 7% | Sep 2024 |
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| Breakwater Capital Group | 63k | $1.7M | 89% | Sep 2024 |
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| Eclectic Associates | 61k | $1.6M | 44% | Sep 2024 |
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| Gallacher Capital Management | 61k | $1.6M | -5% | Sep 2024 |
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| Hilltop Holdings | 56k | $1.5M | 5% | Sep 2024 |
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| Richard P Slaughter Associates | 55k | $1.5M | 8% | Sep 2024 |
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| Atria Wealth Solutions | 55k | $1.5M | 4% | Sep 2024 |
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| Altfest L J & Co | 54k | $1.4M | 226% | Sep 2024 |
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| Eqis Capital Management | 53k | $1.4M | 2% | Sep 2024 |
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| Mission Wealth Management | 53k | $1.4M | 224% | Sep 2024 |
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| Banque Pictet & Cie Sa | 52k | $1.4M | 1% | Sep 2024 |
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| Dynamic Advisors Solutions | 52k | $1.4M | -81% | Sep 2024 |
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| Foundry Financial Group | 52k | $1.4M | 100% | Sep 2024 |
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| Great Point Wealth Advisors | 52k | $1.4M | -7% | Sep 2024 |
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| Sprinkle Financial Consultants | 51k | $1.3M | 14% | Sep 2024 |
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| Private Advisor | 49k | $1.3M | 72% | Sep 2024 |
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| Oppenheimer & Co | 45k | $1.2M | 9% | Sep 2024 |
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| Milestone Asset Management | 43k | $1.2M | 32% | Sep 2024 |
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| USAdvisors Wealth Management | 43k | $1.1M | 28% | Sep 2024 |
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| Lionsbridge Wealth Management | 42k | $1.1M | 100% | Sep 2024 |
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| Prosperity Wealth Management | 42k | $1.1M | 73% | Sep 2024 |
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| Econ Financial Services Corp | 42k | $1.1M | 6% | Sep 2024 |
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| Taddei, Ludwig & Associates | 39k | $1.0M | 100% | Sep 2024 |
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| LHM | 38k | $999k | 100% | Sep 2024 |
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| Manchester Capital Management | 37k | $975k | 100% | Sep 2024 |
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| Thoroughbred Financial Services | 36k | $963k | 100% | Sep 2024 |
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| Flow Traders US | 36k | $956k | 149% | Sep 2024 |
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| WNY Asset Management | 34k | $893k | 100% | Sep 2024 |
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| New Century Financial Group | 32k | $859k | 100% | Sep 2024 |
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| RMR Wealth Builders | 32k | $847k | 11% | Sep 2024 |
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| TD Waterhouse Canada | 32k | $840k | 93% | Sep 2024 |
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| Parsons Capital Management | 32k | $842k | 220% | Sep 2024 |
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| Mml Investors Services | 32k | $839k | 5% | Sep 2024 |
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| Jpmorgan Chase & Co | 30k | $799k | -84% | Sep 2024 |
|
| Kingsview Wealth Management | 30k | $790k | 100% | Sep 2024 |
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| Financial Connections Group | 29k | $765k | 6% | Sep 2024 |
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| Security Financial Services | 29k | $764k | 75% | Sep 2024 |
|
| Evoke Wealth | 27k | $720k | 177% | Sep 2024 |
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| Apella Capital | 27k | $709k | 100% | Sep 2024 |
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| Intelligence Driven Advisers | 27k | $713k | 100% | Sep 2024 |
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| Legacy Capital Wealth Partners | 26k | $695k | -1% | Sep 2024 |
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| Alexander Labrunerie & Co | 26k | $681k | 118% | Sep 2024 |
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| Farther Finance Advisors | 24k | $651k | 100% | Sep 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24k | $650k | 85% | Sep 2024 |
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| Stage Harbor Financial | 24k | $637k | 0% | Sep 2024 |
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| RMR Capital Management | 24k | $625k | -8% | Sep 2024 |
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| Mercer Global Advisors | 23k | $601k | 50% | Jun 2024 |
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| AQR Capital Management | 23k | $622k | 0% | Sep 2024 |
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| RFG Advisory | 23k | $616k | 64% | Sep 2024 |
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| P.J. Schmidt Investment Management | 23k | $607k | 43% | Sep 2024 |
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| Swisher Financial Concepts | 22k | $582k | 8% | Sep 2024 |
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| Janney Montgomery Scott | 22k | $580k | 100% | Sep 2024 |
|
| GSG Advisors | 21k | $553k | 100% | Sep 2024 |
|
| Lloyd Advisory Services | 21k | $554k | 4% | Sep 2024 |
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| Raymond James Financial Services Advisors | 21k | $550k | 100% | Sep 2024 |
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| Northwest Capital Management | 19k | $508k | -8% | Sep 2024 |
|
| Cyndeo Wealth Partners | 14k | $370k | -90% | Sep 2024 |
|
Who sold out of Pimco?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dynasty Wealth Management | Jun 2024 | 187k | $4.8M |
| Simplicity Wealth | Jun 2024 | 160k | $4.1M |
| Jane Street | Jun 2024 | 135k | $3.5M |