Who owns PIMCO?

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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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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
Krilogy Financial 1.1M $27M 19% Mar 2024
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Berger Financial Group 907k $23M 100% Mar 2024
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Captrust Financial Advisors 762k $20M 100% Dec 2023
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HighTower Advisors 699k $18M 6244% Dec 2023
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Wealth Alliance Advisory Group 683k $18M 9% Mar 2024
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Sanchez Wealth Management Group 655k $17M 100% Dec 2023
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Bridgewealth Advisory Group 524k $14M 79% Mar 2024
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Beta Wealth 486k $13M 100% Dec 2023
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Wealth Enhancement Advisory Services 392k $10M 96% Mar 2024
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Aveo Capital Partners 373k $9.6M -5% Dec 2023
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Fortress Wealth Management 342k $8.8M 11% Mar 2024
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Cambridge Investment Research Advisors 269k $6.9M 73% Mar 2024
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Family Investment Center 259k $6.7M 16% Mar 2024
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Strata Wealth Advisors 202k $5.2M -2% Mar 2024
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First Heartland Consultants 180k $4.6M 3% Dec 2023
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Simplicity Wealth 160k $4.1M 100% Mar 2024
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Cyndeo Wealth Partners 158k $4.1M 100% Mar 2024
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Private Advisor 129k $3.3M 100% Dec 2023
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Sawtooth Asset Management 115k $2.9M 1% Dec 2023
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Bleakley Financial Group 115k $2.9M 1% Dec 2023
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AE Wealth Management 106k $2.7M 100% Dec 2023
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Dynamic Advisors Solutions 102k $2.6M 100% Mar 2024
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Gallacher Capital Management 82k $2.1M 100% Dec 2023
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Walkner Condon Financial Advisors 71k $1.8M 83% Mar 2024
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Essex Financial Services 63k $1.6M 54% Mar 2024
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Parallel Advisors 63k $1.6M 100% Dec 2023
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Great Point Wealth Advisors 58k $1.5M 8% Dec 2023
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Richard P Slaughter Associates 53k $1.4M 20% Mar 2024
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Hilltop Holdings 52k $1.3M 2% Dec 2023
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Kelman-Lazarov 41k $1.0M 100% Dec 2023
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Eclectic Associates 41k $1.0M -24% Mar 2024
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Delta Investment Management 31k $804k 77% Dec 2023
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USAdvisors Wealth Management 29k $744k 100% Dec 2023
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CarsonAllaria Wealth Management 27k $695k 100% Dec 2023
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RMR Wealth Builders 24k $624k 42% Mar 2024
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Prosperity Wealth Management 22k $560k 100% Dec 2023
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CWM 21k $533k 0% Mar 2024
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Northwest Capital Management 21k $533k 0% Mar 2024
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ERn Financial 20k $525k 22% Mar 2024
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Jane Street 19k $487k -50% Dec 2023
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Swisher Financial Concepts 18k $457k 100% Mar 2024
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Financial Connections Group 18k $456k 7% Dec 2023
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Elevated Capital Advisors 18k $450k 100% Mar 2024
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Atria Wealth Solutions 17k $440k 100% Dec 2023
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U.S. Capital Wealth Advisors 16k $413k -7% Dec 2023
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Advisor Group Holdings 16k $409k 7680% Dec 2023
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Pasadena Private Wealth 16k $408k 17% Mar 2024
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Mutual Advisors 14k $361k 100% Dec 2023
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RFG Advisory 14k $356k 2% Mar 2024
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MinichMacGregor Wealth Management 13k $321k 100% Mar 2024
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P.J. Schmidt Investment Management 12k $314k 100% Mar 2024
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Altus Wealth Group 12k $306k 100% Dec 2023
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TCG Advisory Services 11k $281k 100% Dec 2023
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Pinnacle Wealth Management 10k $256k -7% Dec 2023
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Bank of New York Mellon 9.6k $248k 100% Mar 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9.3k $238k 100% Dec 2023
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Sprinkle Financial Consultants 9.0k $231k 100% Mar 2024
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SignalPoint Asset Management 8.0k $206k 100% Mar 2024
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Royal Bank of Canada 4.7k $121k 100% Dec 2023
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Financial Synergies Wealth Advisors 4.3k $111k 100% Mar 2024
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Future Financial Wealth Managment 4.2k $108k 100% Mar 2024
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Parkside Financial Bank & Trust 3.8k $97k 100% Dec 2023
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Allianz Asset Management 472.00 $12k 9% Dec 2023
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Aspire Private Capital 123.00 $3.2k 100% Mar 2024
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Nalls Sherbakoff Group 71.00 $1.8k 1% Dec 2023
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Who sold out of Pimco?

Fund or Company Name Date Sold Shares Held Valued At
Carl Stuart Investment Advisor Dec 2023 41k $1.1M
Element Wealth Sep 2023 1.0k $25k