Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / PREFERRED AND CP
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
2,215,177
-
Shares change
-
+282,643
-
Total reported value, excl. options
-
$114,434,995
-
Value change
-
+$14,612,687
-
Number of buys
-
14
-
Number of sells
-
-9
-
Price
-
$51.67
Significant Holders of PIMCO ETF TR - PREFERRED AND CP (PRFD) as of Q3 2024
25 filings reported holding PRFD - PIMCO ETF TR - PREFERRED AND CP as of Q3 2024.
PIMCO ETF TR - PREFERRED AND CP (PRFD) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,215,177 shares
.
Largest 10 shareholders include Allianz Asset Management GmbH (942,131 shares), Gradient Investments LLC (764,089 shares), LPL Financial LLC (245,942 shares), AE Wealth Management LLC (117,540 shares), HighTower Advisors, LLC (28,360 shares), MAGNOLIA CAPITAL ADVISORS LLC (23,473 shares), Brown Financial Advisors (18,202 shares), Paladin Wealth, LLC (17,942 shares), Mid-American Wealth Advisory Group, Inc. (11,990 shares), and GTS SECURITIES LLC (10,283 shares).
This table shows the top 21 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.