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 | 4.5M | $118M | 19% | Mar 2025 |
|
| LPL Financial | 4.1M | $107M | 90% | Dec 2024 |
|
| Bank of America Corporation | 3.2M | $82M | 805844% | Dec 2024 |
|
| Morgan Stanley | 3.2M | $82M | 432% | Dec 2024 |
|
| Sequoia Financial Advisors | 3.0M | $77M | 16% | Dec 2024 |
|
| Goss Wealth Management | 2.7M | $69M | 43% | Dec 2024 |
|
| AE Wealth Management | 2.7M | $69M | 25% | Dec 2024 |
|
| HighTower Advisors | 2.6M | $67M | 27% | Dec 2024 |
|
| Krilogy Financial | 2.4M | $64M | 13% | Mar 2025 |
|
| TruWealth Advisors | 2.4M | $63M | 31% | Mar 2025 |
|
| Envestnet Asset Management | 2.1M | $55M | 56% | Dec 2024 |
|
| Advance Capital Management | 1.9M | $50M | 100% | Mar 2025 |
|
| Fragasso | 1.8M | $49M | 100% | Mar 2025 |
|
| Falcon Wealth Planning | 1.6M | $42M | 76% | Dec 2024 |
|
| Independent Advisor Alliance | 1.4M | $36M | 100% | Dec 2024 |
|
| Family Investment Center | 1.4M | $35M | 8% | Dec 2024 |
|
| Ellenbecker Investment Group | 1.2M | $32M | 97% | Mar 2025 |
|
| TCG Advisory Services | 1.1M | $28M | 11% | Dec 2024 |
|
| JSF Financial | 1.1M | $28M | 100% | Dec 2024 |
|
| Crestmont Private Wealth | 1.1M | $29M | 153% | Mar 2025 |
|
| Dechtman Wealth Management | 1.0M | $27M | 348% | Dec 2024 |
|
| Wealth Alliance Advisory Group | 1.0M | $27M | 40% | Mar 2025 |
|
| WCG Wealth Advisors | 990k | $26M | 11% | Dec 2024 |
|
| Wells Fargo & Company | 954k | $25M | -1% | Dec 2024 |
|
| Berger Financial Group | 931k | $24M | 1% | Dec 2024 |
|
| Commonwealth Equity Services | 929k | $24M | 559% | Dec 2024 |
|
| Royal Bank of Canada | 928k | $24M | 64% | Dec 2024 |
|
| Dynasty Wealth Management | 923k | $24M | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 921k | $24M | 2974% | Dec 2024 |
|
| Pictet North America Advisors SA | 858k | $22M | 68% | Dec 2024 |
|
| Rfg Holdings | 854k | $23M | 23% | Mar 2025 |
|
| Cardinal Point Capital Management, ULC | 853k | $22M | 4% | Dec 2024 |
|
| UBS Group | 844k | $22M | 113% | Dec 2024 |
|
| Kelman-Lazarov | 838k | $22M | 4% | Dec 2024 |
|
| Captrust Financial Advisors | 810k | $21M | 165% | Dec 2024 |
|
| Aveo Capital Partners | 804k | $21M | 41% | Dec 2024 |
|
| Sanchez Wealth Management Group | 795k | $21M | 7% | Mar 2025 |
|
| Bridgewealth Advisory Group | 781k | $20M | 22% | Dec 2024 |
|
| EnRich Financial Partners | 730k | $19M | 2% | Dec 2024 |
|
| Gemmer Asset Management | 698k | $18M | 14% | Dec 2024 |
|
| Novem Group | 628k | $16M | 100% | Dec 2024 |
|
| Trajan Wealth | 626k | $16M | 6% | Dec 2024 |
|
| Mason & Associates | 592k | $16M | 100% | Mar 2025 |
|
| Resources Investment Advisors | 588k | $15M | 26% | Dec 2024 |
|
| Fortress Wealth Management | 582k | $15M | 17% | Dec 2024 |
|
| Financial Futures Ltd Liability | 577k | $15M | 42% | Dec 2024 |
|
| Bank of New York Mellon | 560k | $15M | 3795% | Dec 2024 |
|
| MinichMacGregor Wealth Management | 560k | $15M | 8% | Dec 2024 |
|
| Change Path | 516k | $13M | 33% | Dec 2024 |
|
| Castle Wealth Management | 485k | $13M | 13% | Dec 2024 |
|
| Legacy Financial Advisors | 484k | $13M | 100% | Dec 2024 |
|
| Orion Portfolio Solutions | 484k | $13M | -4% | Dec 2024 |
|
| Raymond James Financial | 477k | $12M | 100% | Dec 2024 |
|
| Allen Capital Group | 471k | $12M | 4902% | Dec 2024 |
|
| Horizon Investments | 471k | $12M | 430% | Dec 2024 |
|
| Kensington Asset Management | 446k | $12M | -42% | Dec 2024 |
|
| Dahring | Cusmano | 442k | $12M | 100% | Dec 2024 |
|
| Astor Investment Management | 437k | $11M | -4% | Dec 2024 |
|
| Bare Financial Services | 436k | $11M | 14% | Dec 2024 |
|
| Ritter Daniher Financial Advisory LLC / DE | 426k | $11M | 194% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 424k | $11M | -5% | Mar 2025 |
|
| ERn Financial | 419k | $11M | 213% | Dec 2024 |
|
| ABLE Financial Group | 419k | $11M | 100% | Dec 2024 |
|
| Precision Wealth Strategies | 393k | $10M | -1% | Mar 2025 |
|
| GeoWealth Management | 384k | $10M | 118% | Dec 2024 |
|
| John W. Brooker & Co., CPAs | 362k | $9.4M | 10% | Dec 2024 |
|
| Integrated Wealth Concepts | 361k | $9.4M | 1% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 356k | $9.2M | 11% | Dec 2024 |
|
| Blue Investment Partners | 355k | $9.2M | 10% | Dec 2024 |
|
| Econ Financial Services Corp | 352k | $9.1M | 746% | Dec 2024 |
|
| Tounjian Advisory Partners | 326k | $8.6M | 100% | Mar 2025 |
|
| First Heartland Consultants | 314k | $8.1M | 106% | Dec 2024 |
|
| Great Valley Advisor Group | 308k | $8.0M | 19% | Dec 2024 |
|
| Halbert Hargrove Global Advisors | 289k | $7.5M | 3% | Dec 2024 |
|
| Quadcap Wealth Management | 281k | $7.3M | 55% | Dec 2024 |
|
| Clarity Asset Management | 268k | $7.0M | 100% | Dec 2024 |
|
| Elevated Capital Advisors | 267k | $6.9M | 3% | Dec 2024 |
|
| Waterway Wealth Management | 266k | $6.9M | 11% | Dec 2024 |
|
| Beacon Financial Advisory | 259k | $6.7M | 39% | Dec 2024 |
|
| LVW Advisors | 257k | $6.8M | 100% | Mar 2025 |
|
| Renaissance Technologies | 255k | $6.6M | 226% | Dec 2024 |
|
| CWM | 249k | $6.4M | 4% | Dec 2024 |
|
| Delta Investment Management | 248k | $6.4M | 58% | Dec 2024 |
|
| Janney Montgomery Scott | 244k | $6.4M | 249% | Mar 2025 |
|
| Eclectic Associates | 239k | $6.3M | 86% | Mar 2025 |
|
| Sentinel Pension Advisors | 234k | $6.2M | 17% | Mar 2025 |
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| Daymark Wealth Partners | 233k | $6.1M | 7% | Mar 2025 |
|
| Essex Financial Services | 229k | $5.9M | 41% | Dec 2024 |
|
| Strata Wealth Advisors | 227k | $5.9M | 3% | Dec 2024 |
|
| PAX Financial Group | 226k | $5.8M | 25% | Dec 2024 |
|
| Lokken Investment Group | 225k | $5.8M | 20% | Dec 2024 |
|
| Equitable Holdings | 222k | $5.8M | 100% | Dec 2024 |
|
| MAI Wealth Advisors | 218k | $5.7M | 100% | Dec 2024 |
|
| Symphony Financial Services | 216k | $5.6M | -1% | Dec 2024 |
|
| Atria Wealth Solutions | 213k | $5.5M | 287% | Dec 2024 |
|
| Private Advisor | 208k | $5.4M | 327% | Dec 2024 |
|
| Mutual Advisors | 207k | $5.4M | 12% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 204k | $5.3M | 100% | Dec 2024 |
|
| Hutchens & Kramer Investment Management Group | 203k | $5.3M | 61% | Dec 2024 |
|
| Eq Wealth Advisors | 198k | $5.1M | 100% | Dec 2024 |
|
| Beta Wealth | 184k | $4.8M | 8% | Dec 2024 |
|
| Parallel Advisors | 182k | $4.8M | 15% | Mar 2025 |
|
| Hedeker Wealth Management | 180k | $4.7M | 0% | Dec 2024 |
|
| CarsonAllaria Wealth Management | 174k | $4.5M | 7% | Dec 2024 |
|
| Advisor Group Holdings | 172k | $4.6M | -29% | Dec 2024 |
|
| Breakwater Capital Group | 170k | $4.5M | 105% | Mar 2025 |
|
| Bleakley Financial Group | 161k | $4.2M | 0% | Dec 2024 |
|
| Atria Investments | 158k | $4.1M | 8% | Dec 2024 |
|
| Fiduciary Alliance | 156k | $4.1M | 9% | Mar 2025 |
|
| Lake Street Financial | 154k | $4.0M | 20% | Mar 2025 |
|
| Victory Financial Group | 145k | $3.8M | 100% | Dec 2024 |
|
| Farther Finance Advisors | 144k | $3.8M | 569% | Mar 2025 |
|
| TrinityPoint Wealth | 137k | $3.5M | 38% | Dec 2024 |
|
| SOL Capital Management | 133k | $3.5M | 100% | Dec 2024 |
|
| CLG | 132k | $3.4M | 100% | Dec 2024 |
|
| Legacy Capital Group California | 128k | $3.3M | 1% | Dec 2024 |
|
| Cherrydale Wealth Management | 126k | $3.3M | 80% | Mar 2025 |
|
| Harbour Investments | 120k | $3.1M | 20% | Dec 2024 |
|
| Visionary Wealth Advisors | 117k | $3.0M | 35% | Dec 2024 |
|
| Oregon Pacific Wealth Management | 116k | $3.0M | 100% | Dec 2024 |
|
| ORBA Wealth Advisors | 115k | $3.0M | 1% | Dec 2024 |
|
| Walkner Condon Financial Advisors | 115k | $3.0M | 6% | Dec 2024 |
|
| LHM | 113k | $2.9M | 200% | Dec 2024 |
|
| Advocacy Wealth Management Services | 111k | $2.9M | 13% | Dec 2024 |
|
| Stonebridge Financial Group | 108k | $2.8M | 100% | Dec 2024 |
|
| Smith, Moore & Co. | 107k | $2.8M | 100% | Dec 2024 |
|
| CIBC World Markets | 104k | $2.7M | 11% | Dec 2024 |
|
| StoneCrest Wealth Management | 104k | $2.7M | 100% | Mar 2025 |
|
| Johnson & White Wealth Management | 103k | $2.7M | 100% | Mar 2025 |
|
| Vickerman Investment Advisors | 102k | $2.6M | 100% | Dec 2024 |
|
| Hartland & Co | 96k | $2.5M | 100% | Dec 2024 |
|
| Menard Financial Group | 95k | $2.5M | 0% | Dec 2024 |
|
| Mission Wealth Management | 95k | $2.5M | 80% | Dec 2024 |
|
| Arbor Trust Wealth Advisors | 91k | $2.4M | 100% | Dec 2024 |
|
| Mariner Wealth Advisors | 90k | $2.3M | 9% | Dec 2024 |
|
| Stifel Financial | 88k | $2.3M | 20% | Dec 2024 |
|
| Astoria Portfolio Advisors | 82k | $2.1M | 100% | Dec 2024 |
|
| Sprinkle Financial Consultants | 82k | $2.1M | 45% | Mar 2025 |
|
| Centerpoint Advisory Group | 79k | $2.1M | 100% | Dec 2024 |
|
| Davenport & Co | 79k | $2.0M | 418% | Dec 2024 |
|
| EverSource Wealth Advisors | 79k | $2.0M | 21% | Dec 2024 |
|
| Ameritas Advisory Services | 78k | $2.0M | 4% | Dec 2024 |
|
| Investment Partners Asset Management | 78k | $2.1M | 25% | Mar 2025 |
|
| PFG Financial Advisors | 76k | $2.0M | 100% | Mar 2025 |
|
| Roger Wittlin Investment Advisory | 75k | $2.0M | -19% | Dec 2024 |
|
| NFP Retirement | 73k | $1.9M | 23% | Dec 2024 |
|
| Gallacher Capital Management | 73k | $1.9M | 20% | Dec 2024 |
|
| Jones Financial Companies, L.L | 70k | $1.8M | 287% | Dec 2024 |
|
| Flynn Zito Capital Management | 70k | $1.8M | 100% | Dec 2024 |
|
| Altfest L J & Co | 69k | $1.8M | 27% | Dec 2024 |
|
| Williams & Novak | 67k | $1.7M | -42% | Dec 2024 |
|
| Synovus Financial Corp. | 50k | $1.3M | -46% | Dec 2024 |
|
| Crown Wealth Group | 28k | $717k | -62% | Dec 2024 |
|
Who sold out of Pimco?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2024 | 154k | $4.1M |