Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MTG BKD SECS ACT
-
Total 13F shares
-
4,074,006
-
Share change
-
+3,091,390
-
Total reported value
-
$195,305,172
-
Price per share
-
$47.86
-
Number of holders
-
27
-
Value change
-
+$147,923,614
-
Number of buys
-
12
-
Number of sells
-
9
Institutional Holders of PIMCO ETF TR - MTG BKD SECS ACT (PMBS) as of Q4 2024
As of 31 Dec 2024,
PIMCO ETF TR - MTG BKD SECS ACT (PMBS) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,074,006 shares.
The largest 10 holders included
Orgel Wealth Management, LLC, RAYMOND JAMES FINANCIAL INC, Cresta Advisors, Ltd., LPL Financial LLC, SkyView Investment Advisors, LLC, OneDigital Investment Advisors LLC, Wealthspire Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, HOLLENCREST CAPITAL MANAGEMENT, and Cambridge Investment Research Advisors, Inc..
This page lists
28
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.