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 |
|---|---|---|---|---|---|
| LPL Financial | 5.8M | $153M | 41% | Mar 2025 |
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| Retirement Planning Group | 4.5M | $118M | 19% | Mar 2025 |
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| Sequoia Financial Advisors | 3.6M | $94M | 19% | Mar 2025 |
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| Bank of America Corporation | 3.2M | $82M | 805844% | Dec 2024 |
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| Gr Financial Group | 3.2M | $83M | 100% | Mar 2025 |
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| Morgan Stanley | 3.2M | $82M | 100% | Dec 2024 |
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| Goss Wealth Management | 2.7M | $69M | 43% | Dec 2024 |
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| AE Wealth Management | 2.7M | $69M | 25% | Dec 2024 |
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| HighTower Advisors | 2.6M | $67M | 27% | Dec 2024 |
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| Envestnet Asset Management | 2.5M | $66M | 19% | Mar 2025 |
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| Krilogy Financial | 2.4M | $64M | 13% | Mar 2025 |
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| TruWealth Advisors | 2.4M | $63M | 31% | Mar 2025 |
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| Advance Capital Management | 1.9M | $50M | 100% | Mar 2025 |
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| Fragasso | 1.8M | $49M | 100% | Mar 2025 |
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| Apollon Wealth Management | 1.7M | $46M | 100% | Mar 2025 |
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| Falcon Wealth Planning | 1.7M | $46M | 9% | Mar 2025 |
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| Aveo Capital Partners | 1.4M | $38M | 80% | Mar 2025 |
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| Fundamentun | 1.4M | $37M | 100% | Mar 2025 |
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| Family Investment Center | 1.4M | $35M | 8% | Dec 2024 |
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| UBS Group | 1.3M | $35M | 58% | Mar 2025 |
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| Ellenbecker Investment Group | 1.2M | $32M | 97% | Mar 2025 |
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| Bank of New York Mellon | 1.1M | $30M | 103% | Mar 2025 |
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| TCG Advisory Services | 1.1M | $28M | 11% | Dec 2024 |
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| Crestmont Private Wealth | 1.1M | $29M | 153% | Mar 2025 |
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| Novem Group | 1.0M | $28M | 67% | Mar 2025 |
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| Dechtman Wealth Management | 1.0M | $27M | 348% | Dec 2024 |
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| Wealth Alliance Advisory Group | 1.0M | $27M | 40% | Mar 2025 |
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| Berger Financial Group | 999k | $26M | 7% | Mar 2025 |
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| WCG Wealth Advisors | 990k | $26M | 11% | Dec 2024 |
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| Wells Fargo & Company | 954k | $25M | -1% | Dec 2024 |
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| Correct Capital Wealth Management | 937k | $25M | 4% | Mar 2025 |
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| Commonwealth Equity Services | 929k | $24M | 559% | Dec 2024 |
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| Royal Bank of Canada | 928k | $24M | 64% | Dec 2024 |
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| Advisor Group Holdings | 922k | $24M | 435% | Mar 2025 |
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| Vickerman Investment Advisors | 897k | $24M | 779% | Mar 2025 |
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| Cardinal Point Capital Management, ULC | 873k | $23M | 2% | Mar 2025 |
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| Rfg Holdings | 854k | $23M | 23% | Mar 2025 |
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| Kelman-Lazarov | 838k | $22M | 4% | Dec 2024 |
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| Ritter Daniher Financial Advisory LLC / DE | 815k | $22M | 92% | Mar 2025 |
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| Captrust Financial Advisors | 810k | $21M | 165% | Dec 2024 |
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| Resources Investment Advisors | 803k | $21M | 37% | Mar 2025 |
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| EnRich Financial Partners | 801k | $21M | 10% | Mar 2025 |
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| Sanchez Wealth Management Group | 795k | $21M | 7% | Mar 2025 |
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| Bridgewealth Advisory Group | 781k | $20M | 22% | Dec 2024 |
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| Gemmer Asset Management | 763k | $20M | 9% | Mar 2025 |
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| Wright Fund Managment | 722k | $19M | 100% | Mar 2025 |
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| MinichMacGregor Wealth Management | 718k | $19M | 28% | Mar 2025 |
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| First Heartland Consultants | 668k | $18M | 113% | Mar 2025 |
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| Trajan Wealth | 626k | $16M | 6% | Dec 2024 |
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| Astor Investment Management | 619k | $16M | 42% | Mar 2025 |
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| Creative Capital Management Investments | 619k | $16M | 100% | Mar 2025 |
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| Continuum Advisory | 614k | $16M | 103406% | Mar 2025 |
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| Pinnacle Wealth Management | 605k | $16M | 4192% | Mar 2025 |
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| Financial Futures Ltd Liability | 602k | $16M | 4% | Mar 2025 |
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| Mason & Associates | 592k | $16M | 100% | Mar 2025 |
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| Dahring | Cusmano | 587k | $16M | 33% | Mar 2025 |
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| Fortress Wealth Management | 579k | $15M | 0% | Mar 2025 |
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| Waterway Wealth Management | 576k | $15M | 117% | Mar 2025 |
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| Symphony Financial Services | 550k | $15M | 155% | Mar 2025 |
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| Allen Capital Group | 522k | $14M | 11% | Mar 2025 |
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| Change Path | 516k | $13M | 33% | Dec 2024 |
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| Castle Wealth Management | 511k | $14M | 5% | Mar 2025 |
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| Legacy Financial Advisors | 484k | $13M | 100% | Dec 2024 |
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| Orion Portfolio Solutions | 484k | $13M | -4% | Dec 2024 |
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| Raymond James Financial | 477k | $12M | 100% | Dec 2024 |
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| Horizon Investments | 471k | $12M | 430% | Dec 2024 |
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| Bare Financial Services | 464k | $12M | 6% | Mar 2025 |
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| ABLE Financial Group | 448k | $12M | 7% | Mar 2025 |
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| Kensington Asset Management | 446k | $12M | -42% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 424k | $11M | -5% | Mar 2025 |
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| ERn Financial | 423k | $11M | 1% | Mar 2025 |
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| CWM | 423k | $11M | 70% | Mar 2025 |
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| Pictet North America Advisors SA | 418k | $11M | -51% | Mar 2025 |
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| Victory Financial Group | 417k | $11M | 188% | Mar 2025 |
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| Precision Wealth Strategies | 393k | $10M | -1% | Mar 2025 |
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| John W. Brooker & Co., CPAs | 393k | $10M | 9% | Mar 2025 |
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| GeoWealth Management | 384k | $10M | 118% | Dec 2024 |
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| Essex Financial Services | 382k | $10M | 67% | Mar 2025 |
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| Cambridge Investment Research Advisors | 380k | $10M | 7% | Mar 2025 |
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| Integrated Wealth Concepts | 361k | $9.4M | 1% | Dec 2024 |
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| Econ Financial Services Corp | 361k | $9.5M | 2% | Mar 2025 |
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| Riverchase Wealth Management | 356k | $9.4M | 100% | Mar 2025 |
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| Blue Investment Partners | 355k | $9.2M | 10% | Dec 2024 |
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| Tounjian Advisory Partners | 326k | $8.6M | 100% | Mar 2025 |
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| Flynn Zito Capital Management | 321k | $8.4M | 356% | Mar 2025 |
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| Security Financial Services | 311k | $8.2M | 486% | Mar 2025 |
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| Great Valley Advisor Group | 306k | $8.1M | 0% | Mar 2025 |
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| Mutual Advisors | 304k | $7.9M | 47% | Mar 2025 |
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| Beacon Financial Advisory | 302k | $8.0M | 17% | Mar 2025 |
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| Halbert Hargrove Global Advisors | 298k | $7.9M | 3% | Mar 2025 |
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| PAX Financial Group | 281k | $7.4M | 25% | Mar 2025 |
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| Quadcap Wealth Management | 281k | $7.3M | 55% | Dec 2024 |
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| First American Trust | 275k | $7.2M | 100% | Mar 2025 |
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| Lokken Investment Group | 275k | $7.2M | 22% | Mar 2025 |
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| Envestnet Portfolio Solutions | 274k | $7.2M | 34% | Mar 2025 |
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| Guided Capital Wealth Management | 269k | $7.1M | 100% | Mar 2025 |
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| Clarity Asset Management | 268k | $7.0M | 100% | Dec 2024 |
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| Eq Wealth Advisors | 259k | $6.8M | 31% | Mar 2025 |
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| LVW Advisors | 257k | $6.8M | 100% | Mar 2025 |
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| Renaissance Technologies | 255k | $6.6M | 226% | Dec 2024 |
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| Private Advisor | 254k | $6.7M | 22% | Mar 2025 |
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| Hutchens & Kramer Investment Management Group | 253k | $6.7M | 24% | Mar 2025 |
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| Brookstone Capital Management | 252k | $6.6M | 100% | Mar 2025 |
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| Delta Investment Management | 248k | $6.4M | 58% | Dec 2024 |
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| Janney Montgomery Scott | 244k | $6.4M | 249% | Mar 2025 |
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| Eclectic Associates | 239k | $6.3M | 86% | Mar 2025 |
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| Bleakley Financial Group | 235k | $6.2M | 46% | Mar 2025 |
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| Sentinel Pension Advisors | 234k | $6.2M | 17% | Mar 2025 |
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| Daymark Wealth Partners | 233k | $6.1M | 7% | Mar 2025 |
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| Equitable Holdings | 222k | $5.8M | 100% | Dec 2024 |
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| MAI Wealth Advisors | 218k | $5.7M | 100% | Dec 2024 |
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| Gateway Wealth Partners | 217k | $5.7M | 100% | Mar 2025 |
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| Mission Wealth Management | 213k | $5.6M | 125% | Mar 2025 |
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| Atria Wealth Solutions | 213k | $5.5M | 287% | Dec 2024 |
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| Davenport & Co | 213k | $5.6M | 170% | Mar 2025 |
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| Richard W. Paul & Associates | 209k | $5.5M | 100% | Mar 2025 |
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| Elevated Capital Advisors | 207k | $5.5M | -22% | Mar 2025 |
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| Sabal Trust Company | 206k | $5.4M | 541% | Mar 2025 |
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| Strata Wealth Advisors | 195k | $5.1M | -14% | Mar 2025 |
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| GSB Wealth Management | 191k | $5.0M | 256% | Mar 2025 |
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| CarsonAllaria Wealth Management | 188k | $4.9M | 8% | Mar 2025 |
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| Beta Wealth | 184k | $4.8M | 8% | Dec 2024 |
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| Parallel Advisors | 182k | $4.8M | 15% | Mar 2025 |
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| Hedeker Wealth Management | 180k | $4.7M | 0% | Dec 2024 |
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| Ameritas Advisory Services | 178k | $4.7M | 126% | Mar 2025 |
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| Legacy Capital Group California | 177k | $4.7M | 38% | Mar 2025 |
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| SOL Capital Management | 174k | $4.6M | 31% | Mar 2025 |
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| Rainey & Randall Investment Management | 172k | $4.5M | 176% | Mar 2025 |
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| CLG | 172k | $4.5M | 30% | Mar 2025 |
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| Breakwater Capital Group | 170k | $4.5M | 105% | Mar 2025 |
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| EverSource Wealth Advisors | 167k | $4.4M | 113% | Mar 2025 |
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| Arbor Trust Wealth Advisors | 167k | $4.4M | 83% | Mar 2025 |
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| Atria Investments | 158k | $4.1M | 8% | Dec 2024 |
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| Fiduciary Alliance | 156k | $4.1M | 9% | Mar 2025 |
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| Lake Street Financial | 154k | $4.0M | 20% | Mar 2025 |
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| Farther Finance Advisors | 144k | $3.8M | 569% | Mar 2025 |
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| Oregon Pacific Wealth Management | 139k | $3.7M | 19% | Mar 2025 |
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| Branch Banking & Trust Company | 138k | $3.6M | 100% | Mar 2025 |
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| TrinityPoint Wealth | 137k | $3.5M | 38% | Dec 2024 |
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| Stonebridge Financial Group | 136k | $3.6M | 26% | Mar 2025 |
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| Tennessee Valley Asset Management Partners | 135k | $3.6M | 100% | Mar 2025 |
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| ORBA Wealth Advisors | 131k | $3.5M | 14% | Mar 2025 |
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| Harbour Investments | 131k | $3.4M | 9% | Mar 2025 |
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| Prasad Wealth Partners | 128k | $3.4M | 100% | Mar 2025 |
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| Parr Mcknight Wealth Management Group | 128k | $3.4M | 100% | Mar 2025 |
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| Cherrydale Wealth Management | 126k | $3.3M | 80% | Mar 2025 |
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| Visionary Wealth Advisors | 117k | $3.0M | 35% | Dec 2024 |
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| Walkner Condon Financial Advisors | 113k | $3.0M | -1% | Mar 2025 |
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| LHM | 113k | $2.9M | 200% | Dec 2024 |
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| Advocacy Wealth Management Services | 111k | $2.9M | 13% | Dec 2024 |
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| Williams & Novak | 67k | $1.7M | -42% | Dec 2024 |
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| Jpmorgan Chase & Co | 34k | $892k | -96% | Mar 2025 |
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| JSF Financial | 31k | $823k | -97% | Mar 2025 |
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| Dynasty Wealth Management | 12k | $304k | -99% | Mar 2025 |
|
Who sold out of Pimco?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Dec 2024 | 1.4M | $36M |
| Old Mission Capital | Sep 2024 | 154k | $4.1M |