Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MUNI INCOME OPP
-
Number of holders
-
43
-
Total 13F shares, excl. options
-
1,853,813
-
Shares change
-
+311,182
-
Total reported value, excl. options
-
$84,223,196
-
Value change
-
+$14,225,009
-
Number of buys
-
33
-
Number of sells
-
-10
-
Price
-
$45.42
Significant Holders of PIMCO ETF TR - MUNI INCOME OPP (MINO) as of Q4 2023
47 filings reported holding MINO - PIMCO ETF TR - MUNI INCOME OPP as of Q4 2023.
PIMCO ETF TR - MUNI INCOME OPP (MINO) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,853,813 shares
.
Largest 10 shareholders include WealthPLAN Partners, LLC (252,088 shares), WealthPlan Investment Management, LLC (198,734 shares), CWM, LLC (188,325 shares), ENVESTNET ASSET MANAGEMENT INC (98,076 shares), Bridgewealth Advisory Group, LLC (97,935 shares), OSAIC HOLDINGS, INC. (97,757 shares), CarsonAllaria Wealth Management, Ltd. (94,826 shares), Paulson Wealth Management Inc. (83,071 shares), LPL Financial LLC (74,015 shares), and Private Advisor Group, LLC (73,325 shares).
This table shows the top 43 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.