Who owns PIMCO Short Term Mncpl?
- Ticker: SMMU
- CUSIP Number: 72201R874
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Analyze quarterly positions in PIMCO Short Term Mncpl with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold PIMCO Short Term Mncpl this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 968k | $49M | -16% | Sep 2024 |
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CWM | 737k | $37M | -5% | Sep 2024 |
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Wealth Enhancement Advisory Services | 658k | $33M | 3% | Jun 2024 |
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Morgan Stanley | 605k | $30M | 0% | Jun 2024 |
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Cetera Investment Advisers | 465k | $23M | 14% | Jun 2024 |
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Biltmore Wealth Management | 406k | $21M | 8% | Sep 2024 |
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Captrust Financial Advisors | 389k | $20M | 11% | Sep 2024 |
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LPL Financial | 368k | $19M | 13% | Sep 2024 |
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HPM Partners | 312k | $16M | 16% | Sep 2024 |
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TD Capital Management | 285k | $14M | 9% | Sep 2024 |
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Wells Fargo & Company | 243k | $12M | 4% | Sep 2024 |
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Condor Capital Management | 240k | $12M | 1% | Sep 2024 |
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Websterrogers Financial Advisors | 123k | $6.2M | -4% | Sep 2024 |
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Stifel Financial | 103k | $5.1M | 6% | Jun 2024 |
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CarsonAllaria Wealth Management | 100k | $5.0M | -4% | Sep 2024 |
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Krasney Financial | 92k | $4.7M | 4% | Sep 2024 |
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Raymond James Financial Services Advisors | 89k | $4.5M | -4% | Sep 2024 |
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Envestnet Asset Management | 89k | $4.5M | -13% | Sep 2024 |
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Goss Wealth Management | 84k | $4.2M | 576% | Jun 2024 |
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Kelman-Lazarov | 79k | $4.0M | 2% | Sep 2024 |
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Resources Investment Advisors | 79k | $4.0M | -15% | Sep 2024 |
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Westside Investment Management | 77k | $3.9M | -3% | Jun 2024 |
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Advisor Group Holdings | 73k | $3.7M | 7% | Sep 2024 |
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R. M. Davis | 66k | $3.3M | -11% | Jun 2024 |
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Crumly & Associates | 65k | $3.3M | 48% | Sep 2024 |
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Cedar Point Capital Partners | 61k | $3.1M | 2% | Sep 2024 |
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ABLE Financial Group | 59k | $3.0M | 12% | Sep 2024 |
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IFP Advisors | 57k | $2.8M | -1% | Jun 2024 |
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Raymond James & Associates | 53k | $2.7M | 15% | Sep 2024 |
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Jpmorgan Chase & Co | 53k | $2.7M | -19% | Sep 2024 |
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PAX Financial Group | 53k | $2.6M | -11% | Jun 2024 |
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Hanson McClain Advisors | 48k | $2.4M | 0% | Sep 2024 |
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Integrys Wealth Advisors | 46k | $2.3M | 0% | Sep 2024 |
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Cambridge Investment Research Advisors | 46k | $2.3M | -13% | Sep 2024 |
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Premier Path Wealth Partners | 42k | $2.1M | 78% | Sep 2024 |
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Raymond James Trust | 42k | $2.1M | 0% | Sep 2024 |
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Certified Advisory Corp | 42k | $2.1M | -10% | Sep 2024 |
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Orion Portfolio Solutions | 40k | $2.0M | -10% | Sep 2024 |
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Skyline Advisors | 38k | $1.9M | 0% | Sep 2024 |
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AE Wealth Management | 35k | $1.8M | 2% | Sep 2024 |
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LongView Wealth Management | 35k | $1.8M | -4% | Sep 2024 |
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Cyndeo Wealth Partners | 35k | $1.7M | -5% | Sep 2024 |
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IAM Advisory | 34k | $1.7M | 1% | Sep 2024 |
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Inspire Advisors | 34k | $1.7M | -10% | Sep 2024 |
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Levy Wealth Management Group | 34k | $1.7M | -9% | Jun 2024 |
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Ehrlich Financial Group | 33k | $1.7M | 201% | Sep 2024 |
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Alpha Financial Partners | 33k | $1.7M | 100% | Sep 2024 |
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BCGM Wealth Management | 32k | $1.6M | -8% | Sep 2024 |
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StoneCrest Wealth Management | 30k | $1.5M | 100% | Sep 2024 |
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Mml Investors Services | 30k | $1.5M | -24% | Sep 2024 |
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HighTower Advisors | 29k | $1.5M | 3% | Jun 2024 |
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Tyler-Stone Wealth Management | 29k | $1.5M | 100% | Sep 2024 |
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CFG Asset Management | 29k | $1.5M | -8% | Sep 2024 |
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Thrivent Financial for Lutherans | 26k | $1.3M | 16% | Sep 2024 |
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Capital Asset Advisory Services | 25k | $1.3M | 100% | Sep 2024 |
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Axxcess Wealth Management | 25k | $1.3M | 100% | Sep 2024 |
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Commonwealth Equity Services | 24k | $1.2M | 51% | Sep 2024 |
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MBL Wealth | 24k | $1.2M | 6% | Jun 2024 |
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Quotient Wealth Partners | 23k | $1.2M | -4% | Sep 2024 |
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Total Clarity Wealth Management | 23k | $1.1M | 7% | Sep 2024 |
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Sanctuary Advisors | 23k | $1.1M | 100% | Jun 2024 |
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Visionary Wealth Advisors | 22k | $1.1M | -4% | Sep 2024 |
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Sage Rhino Capital | 22k | $1.1M | -17% | Sep 2024 |
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Kestra Advisory Services | 21k | $1.1M | -31% | Sep 2024 |
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Farther Finance Advisors | 21k | $1.0M | -17% | Sep 2024 |
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Dynamic Advisors Solutions | 20k | $1.0M | -35% | Sep 2024 |
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H D Vest Advisory Services | 20k | $992k | 17% | Jun 2024 |
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Rockefeller Capital Management | 20k | $975k | 18% | Jun 2024 |
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YHB Investment Advisors | 19k | $938k | 65% | Sep 2024 |
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Mercer Global Advisors | 18k | $884k | -88% | Jun 2024 |
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Boyd Wealth Management | 18k | $881k | 100% | Sep 2024 |
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Financial Advocates Investment Management | 17k | $833k | 28% | Sep 2024 |
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Brian McDonald | 16k | $801k | 85% | Sep 2024 |
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NorthRock Partners | 15k | $758k | 100% | Sep 2024 |
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Kooman & Associates | 13k | $678k | -7% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 13k | $668k | 0% | Sep 2024 |
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Bedel Financial Consulting | 13k | $666k | 0% | Sep 2024 |
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SageView Advisory Group | 13k | $634k | -3% | Sep 2024 |
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Milestone Investment Advisors | 11k | $559k | 57% | Sep 2024 |
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Equitable Holdings | 11k | $546k | -39% | Jun 2024 |
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AdvisorNet Financial | 11k | $547k | 2% | Sep 2024 |
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Rehmann Capital Advisory | 11k | $529k | 9% | Jun 2024 |
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Wagner Bowman Management | 10k | $518k | 0% | Sep 2024 |
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Davenport & Co | 10k | $510k | 8% | Sep 2024 |
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Royal Bank of Canada | 9.6k | $487k | -1% | Sep 2024 |
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Summit Financial Strategies | 9.0k | $454k | -7% | Sep 2024 |
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Williams & Novak | 8.9k | $448k | 20% | Sep 2024 |
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Kuhn & Co Investment Counsel | 8.6k | $427k | 16% | Jun 2024 |
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PFG Advisors | 8.4k | $426k | -1% | Sep 2024 |
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Two Sigma Securities | 7.9k | $395k | 100% | Jun 2024 |
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New Century Financial Group | 7.7k | $389k | 100% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 7.5k | $380k | 810% | Sep 2024 |
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Madison Wealth Partners | 7.5k | $379k | -3% | Sep 2024 |
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Envestnet Portfolio Solutions | 7.1k | $356k | 0% | Sep 2024 |
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Capital Market Strategies | 6.8k | $345k | -3% | Sep 2024 |
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Capital Advisors | 6.6k | $333k | 0% | Sep 2024 |
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Harbour Investments | 6.5k | $327k | 19% | Sep 2024 |
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Cyr Financial | 6.4k | $324k | 100% | Sep 2024 |
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AQR Capital Management | 6.1k | $306k | 100% | Sep 2024 |
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Jones Financial Companies, L.L | 6.0k | $305k | 115% | Sep 2024 |
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First Heartland Consultants | 5.6k | $285k | 0% | Sep 2024 |
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Flow Traders US | 5.6k | $282k | -42% | Sep 2024 |
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Watchman Group | 5.5k | $280k | -56% | Sep 2024 |
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Change Path | 5.4k | $272k | 100% | Sep 2024 |
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J.w. Cole Advisors | 5.2k | $263k | 6% | Sep 2024 |
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Bridgewealth Advisory Group | 5.2k | $261k | 15% | Sep 2024 |
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TruWealth Advisors | 5.0k | $254k | 0% | Sep 2024 |
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Bouchey Financial | 4.7k | $238k | 0% | Sep 2024 |
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Sittner & Nelson | 4.7k | $237k | 18% | Sep 2024 |
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Dean, Jacobson Financial Services | 4.5k | $227k | 0% | Sep 2024 |
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Sandy Spring Bank | 4.4k | $224k | 24% | Sep 2024 |
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Belpointe Asset Management | 4.4k | $219k | -5% | Jun 2024 |
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Gradient Investments | 4.1k | $207k | 4% | Sep 2024 |
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Sollinda Capital Management | 4.1k | $205k | 0% | Sep 2024 |
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Objective Capital Management | 4.1k | $205k | 100% | Sep 2024 |
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Watts Gwilliam & Co | 4.0k | $202k | 100% | Sep 2024 |
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Grant/GrossMendelsohn | 4.0k | $202k | 100% | Sep 2024 |
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Clear Point Advisors | 3.5k | $178k | -22% | Sep 2024 |
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Anchor Investment Management | 3.5k | $175k | 250% | Jun 2024 |
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William Blair $ Company | 2.2k | $109k | 100% | Sep 2024 |
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LGT Financial Advisors | 2.0k | $100k | 0% | Sep 2024 |
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GAMMA Investing | 1.8k | $90k | 178% | Sep 2024 |
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Hollencrest Securities | 1.4k | $72k | 0% | Sep 2024 |
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Aptus Capital Advisors | 1.1k | $55k | 0% | Sep 2024 |
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Key FInancial | 989.00 | $50k | 0% | Sep 2024 |
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Element Wealth | 821.00 | $42k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 800.00 | $40k | -71% | Jun 2024 |
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Wayne Hummer Investments | 780.00 | $39k | -90% | Sep 2024 |
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IAG Wealth Partners | 700.00 | $35k | 0% | Sep 2024 |
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Creative Financial Designs | 605.00 | $31k | 100% | Sep 2024 |
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Us Bancorp | 585.00 | $30k | 0% | Sep 2024 |
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Private Trust Co Na | 530.00 | $26k | 0% | Jun 2024 |
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GeoWealth Management | 505.00 | $26k | 100% | Sep 2024 |
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Sunbelt Securities | 473.00 | $24k | 0% | Jun 2024 |
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Benjamin F. Edwards & Company | 472.00 | $24k | 0% | Jun 2024 |
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Clarity Asset Management | 420.00 | $21k | 5% | Sep 2024 |
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Hallmark Capital Management | 328.00 | $17k | 0% | Sep 2024 |
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Assetmark | 238.00 | $12k | 13% | Sep 2024 |
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Allianz Asset Management | 233.00 | $12k | 100% | Jun 2024 |
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Geneos Wealth Management | 225.00 | $11k | 0% | Jun 2024 |
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Beacon Capital Management | 107.00 | $5.4k | 1% | Sep 2024 |
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Global Retirement Partners | 97.00 | $4.9k | 0% | Sep 2024 |
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Planned Solutions | 64.00 | $3.2k | 100% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 51.00 | $2.6k | 0% | Sep 2024 |
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Who sold out of PIMCO Short Term Mncpl?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bank of New York Mellon | Jun 2024 | 62k | $3.1M |
Goldman Sachs Group | Mar 2024 | 48k | $2.4M |
Dynasty Wealth Management | Jun 2024 | 38k | $1.9M |
Jane Street | Jun 2024 | 33k | $1.6M |
Citadel Advisors | Jun 2024 | 15k | $727k |
Greenleaf Trust | Jun 2024 | 10k | $510k |
Elevated Capital Advisors | Jun 2024 | 7.1k | $352k |
Good Life Advisors | Jun 2024 | 4.3k | $213k |
Wallace Hart | Mar 2024 | 885.00 | $44k |
Wagner Wealth Management | Jun 2024 | 322.00 | $16k |
Salem Investment Counselors | Jun 2024 | 123.00 | $6.1k |