Who owns PIMCO?
- Ticker: PYLD
- CUSIP Number: 72201r585
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Analyze quarterly positions in Pimco with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold PIMCO this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 11M | $291M | 24% | Sep 2025 |
|
| Morgan Stanley | 9.1M | $242M | 100% | Jun 2025 |
|
| HighTower Advisors | 8.5M | $229M | 96% | Sep 2025 |
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| Sequoia Financial Advisors | 7.6M | $205M | 68% | Sep 2025 |
|
| Envestnet Asset Management | 7.3M | $196M | 48% | Sep 2025 |
|
| Retirement Planning Group | 5.3M | $142M | 11% | Sep 2025 |
|
| AE Wealth Management | 4.8M | $128M | 5% | Sep 2025 |
|
| Goss Wealth Management | 4.7M | $125M | 28% | Sep 2025 |
|
| TruWealth Advisors | 3.9M | $104M | 50% | Sep 2025 |
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| Raymond James Financial | 3.7M | $101M | 36% | Sep 2025 |
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| Advance Capital Management | 3.6M | $97M | 78% | Sep 2025 |
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| Gr Financial Group | 3.4M | $91M | 6% | Sep 2025 |
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| Advocacy Wealth Management Services | 3.3M | $89M | 2% | Sep 2025 |
|
| Krilogy Financial | 3.3M | $88M | 25% | Sep 2025 |
|
| CWM | 3.1M | $83M | 131% | Sep 2025 |
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| Commonwealth Equity Services | 2.9M | $79M | 34% | Sep 2025 |
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| YCMNET Advisors | 2.8M | $76M | 10% | Sep 2025 |
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| Fragasso | 2.5M | $66M | 10% | Sep 2025 |
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| Wells Fargo & Company | 2.4M | $64M | 86% | Sep 2025 |
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| Horizon Investments | 2.3M | $61M | 39% | Sep 2025 |
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| Summit Financial | 2.2M | $58M | 100% | Sep 2025 |
|
| UBS Group | 2.1M | $58M | 12% | Sep 2025 |
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| Horizon Wealth Management | 2.1M | $57M | 100% | Sep 2025 |
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| United Capital Financial Advisers | 2.0M | $55M | 100% | Sep 2025 |
|
| Bank of New York Mellon | 2.0M | $54M | -5% | Sep 2025 |
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| Falcon Wealth Planning | 2.0M | $53M | 8% | Sep 2025 |
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| Wright Fund Managment | 1.9M | $52M | 168% | Sep 2025 |
|
| Captrust Financial Advisors | 1.9M | $51M | 18% | Sep 2025 |
|
| Family Investment Center | 1.9M | $50M | 13% | Sep 2025 |
|
| RiverFront Investment Group | 1.8M | $49M | 1% | Sep 2025 |
|
| Apollon Wealth Management | 1.7M | $46M | 2% | Sep 2025 |
|
| Fundamentun | 1.7M | $44M | -3% | Sep 2025 |
|
| Private Advisor | 1.6M | $44M | 155% | Sep 2025 |
|
| Proficio Capital Partners | 1.6M | $44M | 1332% | Sep 2025 |
|
| GeoWealth Management | 1.6M | $42M | 8% | Sep 2025 |
|
| Ellenbecker Investment Group | 1.5M | $40M | 9% | Sep 2025 |
|
| Kensington Asset Management | 1.4M | $39M | -4% | Sep 2025 |
|
| Waterway Wealth Management | 1.4M | $37M | 129% | Sep 2025 |
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| TCG Advisory Services | 1.4M | $38M | 5% | Sep 2025 |
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| Vigilare Wealth Management | 1.4M | $36M | 100% | Sep 2025 |
|
| Royal Bank of Canada | 1.3M | $36M | 14% | Sep 2025 |
|
| Advisor Group Holdings | 1.3M | $35M | 14% | Sep 2025 |
|
| Integrated Wealth Concepts | 1.3M | $34M | 279% | Sep 2025 |
|
| Ritter Daniher Financial Advisory LLC / DE | 1.2M | $33M | 39% | Sep 2025 |
|
| Novem Group | 1.2M | $33M | 107% | Sep 2025 |
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| Stifel Financial | 1.2M | $33M | 21% | Sep 2025 |
|
| Rfg Holdings | 1.1M | $30M | 18% | Sep 2025 |
|
| Crestmont Private Wealth | 1.1M | $30M | 3% | Sep 2025 |
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| WCG Wealth Advisors | 1.1M | $30M | -9% | Sep 2025 |
|
| Pictet North America Advisors SA | 1.1M | $29M | 10% | Sep 2025 |
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| Sheridan Capital Management | 1.1M | $29M | 904% | Sep 2025 |
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| Stonebridge Financial Group | 1.1M | $29M | 38% | Sep 2025 |
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| Visionary Wealth Advisors | 1.1M | $29M | 16% | Sep 2025 |
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| Correct Capital Wealth Management | 1.1M | $29M | 13% | Sep 2025 |
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| Wealth Alliance Advisory Group | 1.0M | $28M | 1% | Sep 2025 |
|
| Berger Financial Group | 1.0M | $28M | 1% | Sep 2025 |
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| Goldman Sachs Group | 1.0M | $28M | 8995% | Sep 2025 |
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| D.B. Root & Company | 1.0M | $27M | 712% | Sep 2025 |
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| Resources Investment Advisors | 1.0M | $27M | 13% | Sep 2025 |
|
| Aprio Wealth Management | 1.0M | $27M | 18% | Sep 2025 |
|
| Cardinal Point Capital Management, ULC | 997k | $27M | 9% | Sep 2025 |
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| Vickerman Investment Advisors | 935k | $25M | 3% | Sep 2025 |
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| CLS Investments | 930k | $25M | 18% | Sep 2025 |
|
| Continuum Advisory | 926k | $25M | 20% | Sep 2025 |
|
| Sanchez Wealth Management Group | 917k | $25M | 7% | Sep 2025 |
|
| Bridgewealth Advisory Group | 897k | $24M | 9% | Sep 2025 |
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| Janney Montgomery Scott | 887k | $24M | 73% | Sep 2025 |
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| Intrua Financial | 878k | $24M | 3% | Sep 2025 |
|
| EnRich Financial Partners | 848k | $23M | 2% | Sep 2025 |
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| Gemmer Asset Management | 833k | $22M | 5% | Sep 2025 |
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| Trajan Wealth | 826k | $22M | 17% | Sep 2025 |
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| Drake & Associates | 817k | $22M | 100% | Sep 2025 |
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| Beacon Capital Management | 807k | $22M | 100% | Sep 2025 |
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| Mason & Associates | 806k | $21M | 0% | Sep 2025 |
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| Envestnet Portfolio Solutions | 804k | $22M | 42% | Sep 2025 |
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| Schwallier Wealth Management | 781k | $21M | 6% | Sep 2025 |
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| First Heartland Consultants | 743k | $20M | 4% | Sep 2025 |
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| Wealthcare Advisory Partners | 730k | $20M | 643% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 726k | $19M | 95% | Sep 2025 |
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| MinichMacGregor Wealth Management | 719k | $19M | 0% | Sep 2025 |
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| Creative Capital Management Investments | 718k | $19M | 10% | Sep 2025 |
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| Cambridge Investment Research Advisors | 709k | $19M | 17% | Sep 2025 |
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| Legacy Financial Advisors | 709k | $19M | 26% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 701k | $19M | 100% | Sep 2025 |
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| Renaissance Technologies | 671k | $18M | 167% | Sep 2025 |
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| LexAurum Advisors | 653k | $18M | 20% | Sep 2025 |
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| Allen Capital Group | 647k | $17M | 8% | Sep 2025 |
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| Dahring | Cusmano | 646k | $17M | 5% | Sep 2025 |
|
| Pinnacle Wealth Management | 646k | $17M | 11% | Sep 2025 |
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| Blue Investment Partners | 632k | $17M | 7% | Jun 2025 |
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| First American Trust | 631k | $17M | 35% | Sep 2025 |
|
| Essex Financial Services | 627k | $17M | 26% | Sep 2025 |
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| Great Point Wealth Advisors | 626k | $17M | 2387% | Sep 2025 |
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| Fortress Wealth Management | 609k | $16M | -1% | Sep 2025 |
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| LHM | 605k | $16M | 1% | Sep 2025 |
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| Beta Wealth | 594k | $16M | -40% | Sep 2025 |
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| Symphony Financial Services | 590k | $16M | 8% | Sep 2025 |
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| Pasadena Private Wealth | 589k | $16M | 3028% | Sep 2025 |
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| Astor Investment Management | 587k | $16M | -5% | Jun 2025 |
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| Hutchens & Kramer Investment Management Group | 580k | $16M | 47% | Sep 2025 |
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| Castle Wealth Management | 567k | $15M | 5% | Sep 2025 |
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| Larson Financial Group | 556k | $15M | 45% | Sep 2025 |
|
| Rainey & Randall Investment Management | 551k | $15M | 51% | Sep 2025 |
|
| Smith, Moore & Co. | 551k | $15M | 371% | Sep 2025 |
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| Bare Financial Services | 539k | $15M | 13% | Sep 2025 |
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| Brookwood Investment Group | 537k | $14M | 100% | Sep 2025 |
|
| Financial Futures Ltd Liability | 530k | $14M | 2% | Sep 2025 |
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| Creative Financial Designs | 527k | $14M | 6% | Sep 2025 |
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| Eclectic Associates | 527k | $14M | 55% | Sep 2025 |
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| Eq Wealth Advisors | 518k | $14M | 17% | Sep 2025 |
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| Founders Financial Securities | 506k | $14M | 252% | Sep 2025 |
|
| Mutual Advisors | 503k | $14M | 31% | Sep 2025 |
|
| Toroso Investments | 498k | $13M | 42% | Sep 2025 |
|
| Kelman-Lazarov | 495k | $13M | 5% | Sep 2025 |
|
| Kingsview Wealth Management | 494k | $13M | 1169% | Sep 2025 |
|
| Riverchase Wealth Management | 493k | $13M | 21% | Sep 2025 |
|
| Victory Financial Group | 487k | $13M | 15% | Sep 2025 |
|
| ABLE Financial Group | 481k | $13M | 2% | Sep 2025 |
|
| MAI Wealth Advisors | 465k | $13M | 60% | Sep 2025 |
|
| Change Path | 462k | $12M | -19% | Sep 2025 |
|
| Brookstone Capital Management | 459k | $12M | 24% | Sep 2025 |
|
| PFG Financial Advisors | 456k | $12M | 14% | Sep 2025 |
|
| Gateway Wealth Partners | 453k | $12M | 100% | Sep 2025 |
|
| Beacon Financial Advisory | 443k | $12M | 24% | Sep 2025 |
|
| Mariner Wealth Advisors | 432k | $12M | 138% | Sep 2025 |
|
| Security Financial Services | 432k | $12M | 23% | Sep 2025 |
|
| Davenport & Co | 430k | $12M | 21% | Sep 2025 |
|
| Base Wealth Management | 425k | $11M | 100% | Sep 2025 |
|
| Econ Financial Services Corp | 418k | $11M | 4% | Sep 2025 |
|
| Daymark Wealth Partners | 414k | $11M | 46% | Sep 2025 |
|
| Stokes Capital Advisors | 410k | $11M | 100% | Sep 2025 |
|
| Evergreen Capital Management | 406k | $11M | 70% | Sep 2025 |
|
| Hancock Bank Trust Department | 404k | $11M | 36% | Sep 2025 |
|
| Family Management Corporation | 402k | $11M | 13% | Sep 2025 |
|
| Precision Wealth Strategies | 402k | $11M | 11% | Sep 2025 |
|
| ERn Financial | 398k | $11M | 14% | Sep 2025 |
|
| CLG | 385k | $10M | 76% | Sep 2025 |
|
| D.A. Davidson & Co. | 358k | $9.6M | 298% | Sep 2025 |
|
| Brick & Kyle, Associates | 353k | $9.5M | 100% | Sep 2025 |
|
| Jones Financial Companies, L.L | 351k | $9.4M | 64% | Sep 2025 |
|
| Breakwater Capital Group | 347k | $9.3M | 58% | Sep 2025 |
|
| EverSource Wealth Advisors | 344k | $9.2M | 23% | Sep 2025 |
|
| Lake Street Financial | 340k | $9.1M | 9% | Sep 2025 |
|
| Strategic Blueprint | 340k | $9.1M | 2459% | Sep 2025 |
|
| IHT Wealth Management | 335k | $9.0M | 41% | Sep 2025 |
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| Delta Investment Management | 334k | $9.0M | -3% | Sep 2025 |
|
| Flynn Zito Capital Management | 328k | $8.8M | 2% | Sep 2025 |
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| Cary Street Partners Financial | 326k | $8.7M | 45% | Sep 2025 |
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| Lokken Investment Group | 326k | $8.7M | 5% | Sep 2025 |
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| WESPAC Advisors SoCal | 324k | $8.7M | 100% | Sep 2025 |
|
| Farther Finance Advisors | 208k | $5.6M | -53% | Sep 2025 |
|
| Atria Wealth Solutions | 28k | $736k | -95% | Jun 2025 |
|