Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHTRM MUN BD ACT
-
Total 13F shares
-
8,867,879
-
Share change
-
+75,672
-
Total reported value
-
$443,671,435
-
Price per share
-
$50.03
-
Number of holders
-
138
-
Value change
-
+$4,140,574
-
Number of buys
-
65
-
Number of sells
-
56
Institutional Holders of PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) as of Q4 2023
As of 31 Dec 2023,
PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) was held by
138 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,867,879 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, CWM, LLC, MORGAN STANLEY, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Biltmore Wealth Management, LLC, Cetera Advisors LLC, CAPTRUST FINANCIAL ADVISORS, Cerity Partners LLC, OSAIC HOLDINGS, INC., and CONDOR CAPITAL MANAGEMENT.
This page lists
139
institutional shareholders reporting positions in this security
for the Q4 2023 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.