Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / MUNI INCOME OPP
-
Number of holders
-
34
-
Total 13F shares, excl. options
-
1,519,348
-
Shares change
-
+138,915
-
Total reported value, excl. options
-
$65,211,769
-
Value change
-
+$5,703,997
-
Number of buys
-
27
-
Number of sells
-
-11
-
Price
-
$42.92
Significant Holders of PIMCO ETF TR - MUNI INCOME OPP (MINO) as of Q3 2023
39 filings reported holding MINO - PIMCO ETF TR - MUNI INCOME OPP as of Q3 2023.
PIMCO ETF TR - MUNI INCOME OPP (MINO) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,519,348 shares
.
Largest 10 shareholders include WealthPLAN Partners, LLC (246,403 shares), WealthPlan Investment Management, LLC (193,424 shares), CWM, LLC (192,154 shares), OSAIC HOLDINGS, INC. (135,257 shares), CarsonAllaria Wealth Management, Ltd. (102,916 shares), Paulson Wealth Management Inc. (75,177 shares), LPL Financial LLC (61,161 shares), ENVESTNET ASSET MANAGEMENT INC (50,227 shares), Orion Porfolio Solutions, LLC (47,588 shares), and Orion Portfolio Solutions, LLC (47,588 shares).
This table shows the top 34 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.